For agencies
Manage AI visibility across every client
A workspace per client, consolidated rollups across all of them, an action plan per account, and white-label reports from Growth up. One place to see which clients are losing ground in AI answers, with the evidence to show them why.
01: Structure
Workspaces and brands, not one shared bucket
A workspace is the tenant boundary. Its prompts, competitors, sources and evidence belong to it and are not visible from another workspace. A brand is the subject you track inside one. Most agencies run one workspace per client. Seats are invited per workspace, so a client contact can be given access to their own account and nothing else.
Workspace
The tenant boundary. It owns its own members, billing and data. Give a client their own workspace when they need their own people in it.
Brand
The tracked subject inside a workspace: its domain, aliases, competitors and market. A client with three product brands is three brands, not three workspaces.
| Plan | Workspaces | Brands | White-label |
|---|---|---|---|
| Free | 1 | 1 | Not included |
| Essentials | 1 | 1 | Not included |
| Professional | 2 | 3 | Not included |
| Growth | 5 | Unlimited | Included |
| Enterprise | Unlimited | Unlimited | Included |
Most agencies land on Growth: five client workspaces, unlimited brands inside each, and white-label reporting. See what else each plan includes.
02: Consolidated views
See the whole roster before the client calls you
Client visibility rollup
Every client's visibility index and its movement since the last window, in one list. The account that dropped is at the top of the page, not buried in its own workspace.
Agency pipeline
Wins and losses by client, the competitor threatening each one most, and how many actions are open against it.
03: White label
Your logo, on Growth and Enterprise
On Growth and above you can set a custom logo, an accent colour and a per-brand report title, and the CiteTrail mark comes off the report.
On Free, Essentials and Professional, reports carry CiteTrail branding. There is no way to remove it on those plans, and we would rather you knew that before the first client review than after it.
What a client sees
Growth and Enterprise
Your logo, your accent, your title
Free, Essentials, Professional
CiteTrail branding
04: reporting
Five report types, generated when you ask for them
Reports run on demand as HTML, with CSV export of the rows behind them, over a 7, 30 or 90-day window. The Gap Sprint report packages the highest-priority open actions for one client into something a team can work through in a fortnight.
You can save a weekly or monthly frequency and a recipient list. Nothing sends to that list yet. The schedule is stored, the delivery is not built, and until it is, someone on your team has to press the button. We would rather say that here than have you discover it in month two.
05: Questions
What agencies ask first
How should an agency structure accounts?
One workspace per client. Each workspace holds that client's brands, prompts, competitors and evidence, and is invisible from every other workspace.
How many client workspaces do I get?
Free and Essentials include 1, Professional 2, Growth 5, Enterprise unlimited. Brands are capped at 1 on Free and Essentials, 3 on Professional, and unlimited on Growth and above.
Can I put my own branding on reports?
On Growth and Enterprise, yes: your logo, your accent colour, your report title, and our mark removed. On lower plans reports carry CiteTrail branding.
Do reports send themselves on a schedule?
No. You can save a frequency and recipients, but the product does not deliver to them. Reports are generated on demand today.
Can a client log in and see only their own account?
Yes. Invite them to their workspace by email. They see that workspace and nothing else. There are two roles: admin can write, everyone else is read-only, and that is enforced on the server rather than hidden in the UI.
Can I see all clients in one view?
Yes. The client visibility rollup and the agency pipeline both run across every workspace you have access to.
Bring your client roster.
Start with the account you are least sure about. Run its site through the free audit and see what comes back.