Make it yours
Set your agency name, logo and brand color. Connect and verify your domain for the supported client experience.
Give each client a branded workspace for CRM, marketing and daily work, managed under your agency’s name.
Spacebrain’s Agency plan brings your brand, client workspaces and rebilling together. Choose the tools each client needs, then support the work from a shared agency operation.
Set your agency name, logo and brand color. Connect and verify your domain for the supported client experience.
Organize customer records, conversations, campaigns and follow-up in separate client workspaces.
Configure available rebilling settings and review client billing activity alongside your services.
Begin with the client’s real workflow. Set up the workspace, check branding and access, connect the tools, and review the experience before inviting their team.
Offer a connected workspace, a managed marketing service, or a focused customer workflow. AI Receptionist can be one part of the service; the agency platform covers the wider client relationship.
Review the Agency plan for your own brand and domain, client rebilling and the current workspace allowance. Usage credits and third-party fees are separate.
Branding applies to the supported surfaces and settings. Check the client experience, domain verification and available controls before promising a fully customized rollout.
No. Agencies can work across CRM, marketing and customer operations. The dedicated AI Receptionist page explains call handling and its setup separately.
Start with your brand, one workspace and a clear first workflow.
A branded workspace becomes useful when the client team knows how to run its daily work.
Before inviting them, agree which tools you are configuring, which accounts they need to connect and who owns customer responses, content changes and billing questions.
For a managed service, your team might prepare the intake and follow-up workflow while the client handles the resulting conversations. For a broader workspace rollout, you may need to introduce CRM, scheduling and marketing in stages. Start with one complete customer journey and expand when the client can operate it confidently.
Use the available client workspace and permission controls to support that model. Check the supported branding surfaces, domain verification and access before promising a particular client experience. White-label settings and rebilling follow the current Agency plan and workspace configuration; they do not imply unrestricted customization of every product screen.
A practical handover includes a controlled example the client can inspect: a submitted inquiry, the resulting customer context and the next task or conversation. Explain how to find failed or unfinished work and which person to contact for changes. This turns a collection of enabled tools into a service the client can use.