Run the platform without waiting on someone else.

Agency Insite is designed to replace the collection of point tools agencies often use for client portals, project delivery, onboarding, reporting, billing, social publishing, email workflows, and document production.

• Unlimited seats and customer workspaces on every Agency Insite subscription.
• The automated onboarding workflow keeps repeatable setup from becoming manual project work.
• Capabilities expand by plan, rather than by user count.
• White-label identity, access rules, and custom domains are managed per installation and tenant.

1. Set your identity.Open Appearance & Access and confirm logo, colors, workspace labels, navigation, login behavior, and registration scope.
2. Connect the systems you actually use.Add integrations for calendar, storage, payments, meetings, analytics, social channels, messaging, or AI only where they support your workflow.
3. Create or import customers.Add customer companies, then invite the people who should have workspace access.
4. Configure repeatable onboarding.Use project workflows so the same tasks, files, approvals, questionnaires, and milestones do not need to be rebuilt for each engagement.
5. Check the customer view.Review the dashboard, navigation, documents, alerts, and access behavior from the customer side before scaling the setup.

The standard access route is /access/. Users can sign in with their username or email address. Password recovery also stays inside the branded access experience.

• Logged-in users are sent to the main dashboard.
• Logged-out behavior is configurable per installation.
• Registration can be disabled, allowed site-wide for legacy installs, or limited to mapped white-label customer domains.
• Public Agency Insite sales sites can offer login without offering open registration.

The primary navigation is built around Overview, Calendar, Projects, Brand Strategy, KPI, and Social/Email. Availability can vary by role, customer state, and enabled module.

Appearance & Access lets an administrator change visible labels and supported icons. Specialized views such as files, appointments, calls, and accounting can remain nested rather than being forced into the primary bar.

Use Agency Console → Appearance & Access for site-level identity and access controls.

• Logo and core visual settings.
• Workspace navigation labels and supported icons.
• Login content and footer language.
• Logged-out homepage: access page or public Agency Insite page.
• Registration scope: disabled, legacy site-wide, or mapped white-label customer domains only.

Because these settings are per installation, a sales domain can have a public Agency Insite homepage while the primary app installation keeps a login-first experience.

Agency Insite treats companies and users as separate records so one customer can have multiple invited people and one agency can grow its internal team without changing subscription price.

• Create or import customer companies.
• Invite people with the correct company relationship and role.
• Use client administrators where a customer needs elevated control inside its own workspace.
• Keep internal agency-only material out of customer-visible projects, files, notifications, and documents.

A mapped custom domain or branded subdomain can resolve to a specific white-label provider configuration. On a recognized host, Agency Insite keeps public links on that host instead of bouncing visitors to the canonical WordPress hostname.

• Use the mapped host for the customer-facing experience.
• Choose whether the public landing experience is enabled for that tenant.
• Provide tenant-specific legal copy when needed.
• Limit registration to mapped white-label customer domains if your canonical sales site should be login-only.

Projects hold the operational work for an engagement. Workflow templates can create the repeatable structure around that work, including tasks, timing, approvals, files, questionnaires, and milestones.

• Use project workflows for standardized onboarding and recurring engagement patterns.
• Keep internal tasks internal and client-visible milestones customer-safe.
• Use the shared calendar for work that has meaningful dates.
• Let service/tactic duration and historical delivery data inform proposal roadmaps where available.

The Calendar workspace combines dated work from Agency Insite with supported connected calendar data. Filters let the user choose which event types are visible without leaving the workspace.

• Projects and tasks with dates.
• To-dos and appointments.
• Connected Google Calendar events.
• Scheduled social content when Social is enabled.

File records support client-aware access and version metadata. Connected Egnyte storage can participate in the file workflow where configured.

• Attach files to the appropriate customer and project context.
• Preserve versions rather than replacing history.
• Use client-visible delivery and approval states for work that needs review.
• Keep agency-only source material and internal notes out of the customer view.

Proposal recipients can use tokenized links to enter the prospect experience without creating an account. The experience can include the onboarding path, proposal, engagement documents, Look Book, Insights, meetings, podcast/sizzle content, and other configured prospect resources.

• Proposal review does not require login when accessed through the secure invitation token.
• Actions with stronger identity requirements, such as a binding Quote signature, can still require authentication.
• Roadmap duration follows the included tactics and delivery estimates rather than forcing a fixed term.

The KPI workspace is part of the operating core. It can combine configured metrics, connected business data, analysis context, and strategic recommendations without requiring a separate reporting portal.

• Track agency and client performance metrics.
• Connect supported data sources through Business Connectors and integrations.
• Use KPI analysis when the surrounding context matters as much as the raw number.
• Keep reporting beside projects, finance, files, and strategy.

Social is available on Growth and Scale plans when the module is enabled for the tenant/customer.

• Publishing calendar and planning rows.
• Channel selection and connection status.
• Draft, approval, scheduling, and publishing states.
• Media handling and channel-specific readiness guidance.
• Calendar visibility for scheduled posts.

Email workflow and campaign tools are available on Growth and Scale plans when enabled.

• Reusable email templates and design controls.
• Campaign creation and recipient activity.
• Funnels and rules that can be edited, paused, and resumed.
• Test email delivery before enabling live automation.
• Transactional alert and billing templates are managed separately from marketing campaigns.

Accounting and billing operations are part of the Agency Insite core. Supported finance workflows include proposals, Quotes, invoices, recurring billing, subscriptions, receivables, payment links, and connected payment/accounting services.

• Use finance records in customer context instead of a disconnected billing portal.
• Automate recurring invoice work where the engagement calls for it.
• Use receivables automation to follow payment status without manually rebuilding reminders.
• Connect Zoho Payments and supported accounting imports where appropriate.

Proposal generation can use discovery calls, pasted notes, or uploaded source documents. Quote and invoice workflows then carry accepted work into finance.

• Proposal roadmaps use included tactics and available duration history.
• Proposal and Quote PDFs can use Cover Designer, Montserrat, editable section-only contents pages, and branded interior layouts.
• Quote signing can use authenticated identity controls.
• Invoices can connect to payment and receivables workflows.

The Brand Strategy workspace connects discovery inputs to structured strategic documents and review states.

• Questionnaires collect structured customer context.
• Messaging Brandscapes support internal review, draft delivery, revision requests, approval, and version history.
• Strategy documents can use approved source material and connected research context.
• Client delivery can create versioned PDFs and trigger the configured notification workflow.

Brand Kit stores the customer assets used across brand and document workflows. Cover Designer controls the client-facing front and back cover composition for supported documents.

• Keep logos, color palettes, typography, photography, patterns, and other brand assets company-scoped.
• Use the saved Cover Designer state for supported client document exports.
• Keep cover pages full-page while interior document pages use the configured editorial margin system.
• Use Montserrat in exported PDFs where the document workflow specifies it.

Document automation is the Scale plan differentiator. It uses Agency Insite data and connected document settings to reduce repetitive production work while keeping a human editing and review layer.

• Generate supported proposal and strategy document structures.
• Edit document content before client delivery.
• Use a visible, editable table of contents based on top-level section titles only.
• Deliver versioned client-ready PDFs without requiring a separate proposal/document platform.

Annual prepayment is available at 20% off the monthly equivalent. White-label pricing can be customized by the provider, so the checkout page on the current sales domain is the source of truth for the price a buyer will pay.

1. Select a plan and billing cycle.Monthly and annual options are available where configured.
2. Enter registration and billing information.The account is prepared but not activated yet.
3. Complete secure payment.Payment details are handled by the connected payment processor.
4. Wait for verified payment.Provisioning happens only after the transaction is confirmed as paid.
5. Enter the workspace.The successful checkout return can provide one-time automatic sign-in, and confirmation messages are sent by email.

Coupon rules are managed in Agency Insite provider settings and validated during checkout. Codes can be limited by plan, expiration date, and maximum redemptions.

• Annual savings are calculated before the coupon.
• Coupon discounts apply to the subscription portion of checkout.
• Optional paid support is not discounted by the subscription coupon.

If a paid single-issue support request cannot be resolved, the support fee is refunded and the agency receives one free month of Agency Insite service under the current support policy.

See support options on the Agency Insite page →

Not every integration is required for every agency. Connect only the systems that support your actual workflows, then verify the customer-facing experience after each connection.

1. Marketing API reporting

• ads_read is the permission Agency Insite needs to read ad-account performance and reporting data.
• business_management is used for Business Portfolio discovery so the connector can find the businesses and assets the signed-in person is allowed to manage.
• Do not request ads_management unless you intentionally add ad creation or campaign-editing features. Reporting alone does not require Agency Insite to manage ads.
• Limited Access is appropriate while testing your own assets. Before outside customer businesses connect, complete the access and review requirements Meta shows for the app.

2. Facebook Pages

• Use pages_show_list and pages_read_engagement for Page discovery and reading Page information.
• For publishing, request pages_manage_posts.
• For engagement and moderation features, request pages_manage_engagement.
• Use pages_manage_metadata only where the configured Page/webhook workflow actually requires it.

3. Instagram

• Agency Insite currently uses the Facebook Login for Business path, so the core permissions are instagram_basic, instagram_manage_insights, instagram_content_publish, and instagram_manage_comments.
• The connected Instagram account must be a professional Business or Creator account available to the connected business/Page relationship.

4. Threads

• Start with threads_basic.
• Add threads_content_publish for publishing, threads_manage_insights for reporting, and threads_read_replies plus threads_manage_replies for reply workflows.

OAuth and testing

1. Copy the callback from Agency Insite.In Integrations, copy the exact OAuth redirect URI shown for the connector and add it to the corresponding Meta login configuration.
2. Use app roles while unpublished.Add the Facebook, Instagram, or Threads account you are testing with as an app tester/developer where Meta requires it, and accept the invitation.
3. Test before requesting broader access.Connect your own REMIXED assets first, confirm discovery/reporting/publishing, then complete Meta App Review and any Advanced Access requirements needed for customer-owned businesses.

1. Connect with the intended account.Confirm the external account belongs to the correct agency or customer scope.
2. Verify permissions.Grant only the access the workflow needs.
3. Run a safe test.Test calendar, payment, email, file, social, or notification behavior before relying on automation.
4. Check the customer view.Make sure external provider details do not leak into white-label interfaces or messages.
5. Review after changes.Reconnect or retest when an external provider changes credentials, permissions, or API behavior.

1. Refresh the page once.Confirm the problem survives a clean reload and is not only stale browser state.
2. Confirm the selected customer.Many workflows are company-scoped. Verify that the visible customer/client selector is correct before saving or sending.
3. Check the integration.If the action depends on calendar, storage, payments, email, social, or AI, verify that connection first.
4. Read the visible error.Capture the exact message and the action that produced it.
5. Capture context.Include the page, customer, record number, expected result, actual result, and a screenshot when submitting support.

• Use /access/ for login and password recovery.
• If registration is missing, check whether registration is intentionally limited to mapped white-label customer domains.
• If a user lands on the wrong public page, verify the per-install logged-out homepage setting.
• If a mapped domain changes host behavior unexpectedly, verify that the domain still resolves to the intended tenant.
• If a logged-in user cannot see a module, check role and module entitlement before changing navigation.

• Confirm the plugin version in WordPress.
• Hard-refresh public pages that have changed CSS or JavaScript.
• Check login, logout, and logged-out homepage behavior.
• Open the primary workspace navigation and verify role/module visibility.
• Send one safe test alert email if email rendering changed.
• Export one representative PDF if document rendering changed.
• Run a low-risk test for any integration touched by the release.