A door your customer actually walks through.
Magic-link portal per customer. No password resets, no signup friction. They see their projects, files, contracts, and invoices. Everything stays in one workspace.
Your customer's single source of truth for the engagement.
Send the customer one magic link (no password, no signup forms) and they land on a workspace-branded portal that carries the conversation, the project, the deliverables, the contract, the invoices. Same content the agent sees on their side. Everything stays in sync without anyone forwarding screenshots.
Magic-link auth, no third-party identity
Customer enters their email, gets a one time signed link, clicks, and lands in a 14 day session. No passwords for the customer to lose. No Auth0, Clerk, or Google OAuth in the loop. Self hosted JWT only, same security model as the agent side.
Continuity across devices
A customer who started a chat on the website widget can keep the same conversation going from their phone via the portal. Same Conversation row, same message history, same agent on the other end. The widget and the portal are two windows into one truth.
Read only kanban plus interactive deliveries
Customer sees the project status, customer visible tasks, every delivery version (with download or external open), and posts feedback inline. Internal only tasks and agent whisper notes stay invisible.
Sign contracts and per version sign offs in browser
Canvas signature pad (mouse and touch), name plus company plus title fields, audit grade PDF generated server side with IP, user agent, timestamp, and signature image. Both sides receive a confirmation email; the project page flips to signed instantly.
Welcome, Jamie
Acme Studio · your project portal
Marketing site
ActiveLead · Sarah · 6 tasks · 3 deliveries · last update 2h ago
Contract awaiting your signature
Review & sign to start v4
“Sent v3 over. Let me know what you think.”
Sarah · 14 min ago
Now see what the deal actually earned.
Per-keyword P&L. Per-agent performance. Per-bot conversion. See insights.
