For agencies running more than one client

Run the agency.Not the inbox.

Whizo AI handles the busywork behind client work — tasks, content, approvals, and reporting — so your team spends time on the work that actually moves accounts forward.

14-day trial  ·  Cancel anytime

whizo.ai/agency_dashboard
Agency Overview
Good morning, Udit.
Total Clients
28
22 active
Team Members
9
active members
Task Completion
86%
Content Queue
14
9 sched.5 appr.
Upcoming Deadlines
Q1 content calendar
Spark Digital report
Onboard new client
01Lead Finder

A database of 611M people. Pay only for what you reveal.

Search by title, industry, or location, then reveal verified contact details one field at a time. No bulk-credit gambling — you only spend on the leads you actually use.

  • 611M-person database, searchable by title, industry & location
  • Reveal verified email and phone on a per-contact basis
  • Waterfall enrichment across 16+ providers, only pay for hits
  • Push revealed leads straight into a sequence or workspace
Search the Database
VP Marketing, e-commerce...
PeopleCompanies
ContactReveal
Rachel Kim
VP Marketing · Northwind Retail
VerifiedReveal
Devon Ellis
Head of Growth · Ferro Labs
VerifiedVerified
Priya Nair
Founder · Bright Path Co
RevealReveal
Marcus Ade
Director of Ops · Solace Studio
VerifiedReveal
4 of 611M results
2,140 credits remaining
Y
Your Agency
agency.yourdomain.com
Owner
S
Spark Digital
spark.youragency.com
G
GrowthLab
grow.youragency.com
M
Momentum Creative
momentum.youragency.com
+
Add unlimited client workspaces...
All client portals run on your domain with your branding. Zero WhizoAI visibility.
02Multi-Workspace

Every client, a separate workspace.

Each client gets an isolated workspace with their own team, files, and data — nothing crosses over. Your agency name, logo, and domain on everything they see.

  • White-label with custom domain, logo & brand colors
  • Isolated workspaces per client — data never mixes
  • Clients log in to your portal, not WhizoAI's
  • Onboard freelancers with scoped roles & permissions
See White-Label Setup
03White-Label

Your domain. Your colors. Your logo.

Custom domain, your logo, your brand colors — clients never see 'WhizoAI' anywhere in the product. It looks like software you built yourself.

  • Custom domain — clients see yourcompany.com, not whizoai.com
  • Your agency logo and brand colors applied across the platform
  • Client portal looks custom-built — they think you wrote the code
  • White-label PDF reports, emails, and client-facing notifications
Set Up White-Label
Agency BrandingSettings → White-Label
Custom Domain
https://app.sparkdigital.io
Verified
Brand Colors
Primary
#6366F1
Secondary
#EC4899
Background
#F9FAFB
Text
#111827
Agency Logo
SD
spark-digital-logo.svg
SVG · 4.2 KB · Updated just now
Client Portal Preview
SD
Spark Digital
app.sparkdigital.io
Your clients see Spark Digital — never WhizoAI.
04SOPs

Write it once. Run it a hundred times.

Turn tribal knowledge into a process anyone on the team — or the AI — can actually execute. Every run is tracked, so you know a process was followed, not just documented.

  • Hybrid editor — write steps, embed AI prompts, attach files
  • Runnable checklists, not static docs — track who did what
  • Version history on every SOP, roll back any change
  • AI can execute a step directly from the SOP when it runs
Explore SOPs
Standard Operating Procedures12 SOPs
Client Onboarding Checklist
Onboarding12 steps34 runs
Published
Monthly Report Delivery
Reporting6 steps18 runs
Published
Instagram Content Approval
Content4 steps0 runs
Draft
Last run: Client Onboarding Checklist · 2 hours ago
05Content Calendar

Schedule once. Publish everywhere.

Plan your entire month across every client in one calendar. Drag to reschedule, bulk-assign time slots, and let AI tell you exactly when each account gets the most reach.

Drag-and-drop rescheduling across all clients at once
Multi-platform — Instagram & Facebook in one unified view
AI suggests optimal posting times based on account history
Recurring content templates for consistent client schedules
March 2026
Mon
3
Tue
4
Wed
5
Thu
6
Fri
7
Sat
8
Sun
9
Scheduled for this week
10am·Mon
Spark
Product launch reel
4pm·Mon
BrandCo
Q1 offer promo
2pm·Tue
GrowthLab
Behind scenes reel
5pm·Tue
Spark
Weekly tips thread
10am·Wed
BrandCo
Testimonial carousel
12pm·Wed
GrowthLab
Founder story
1pm·Thu
GrowthLab
Flash sale story
3pm·Thu
Spark
Client win post
9am·Fri
BrandCo
Weekend campaign
6pm·Fri
Spark
Motivation post
4pm·Sun
GrowthLab
Sunday wrap-up
11 posts this week · 3 clientsAI timing applied
Forms85 submissions this month
New Client Intake
24 submissions
Published
Weekly Content Feedback
61 submissions
Published
Campaign Brief Request
0 submissions
Draft
Preview — New Client Intake
Company name
What do you need help with?
06Forms

Ask once. The answer lands where it's needed.

Intake forms, feedback surveys, recurring check-ins — built in minutes, shared with a link, and routed automatically instead of sitting in an inbox.

  • Drag-and-drop builder — text, choice, file upload, rating fields
  • Share a public link, no client login required to submit
  • Recurring forms auto-send on a schedule (used for client updates)
  • Submissions flow straight into a task, workspace, or lead record
Explore Forms
Lead Outreach AgentRuns on: new lead revealed
New lead
Score > 70?
Draft outreach
Send + log
Last run: 4 min ago · 12 leads processed · 0 errors
07AI Agents & Automations

Build the workflow once. It runs itself after that.

Wire together triggers, logic, and actions in a visual builder. Agents can read your leads, draft outreach, update tasks, and post updates — on a schedule or the moment something happens.

  • Visual node builder — triggers, logic, actions, no code
  • Agents call your data: leads, tasks, content, analytics
  • Runs unattended on a schedule or in response to events
  • Every run logged — see exactly what an agent did and why
Explore Agents
08Task Management

Nothing slips through. Nobody has to chase it.

Tasks that assign themselves. Deadlines flagged before they slip. A morning digest that tells every team member exactly what they owe.

AI assigns tasks based on team availability
Daily digest via email + WhatsApp at 9 AM
Kanban with priorities, tags and deadlines
Client requests → tasks → approval pipeline
Explore Tasks
Today's AI Digest — 9:00 AM
3 tasks overdue5 posts due today2 approvals pending
AI Powered
Tasks — Spark Digital12 tasks · 3 overdue
To Do3
High

Create Q1 content calendar

Planning
Due Today
JD
Medium

Design new social post templates

Design
Tomorrow
PS
In Progress5
Urgent
Overdue

Schedule Instagram posts for Spark

Progress40%
Social
Overdue · Yesterday
AM
High

Write monthly performance report

Progress65%
Reporting
Due Today
PS
Done4
High

Setup Meta Business Manager

Integration
Completed
JD
Medium

Onboard team member — Rahul

Team
Completed
PS
09Media Library

Every asset, one place, every client.

Stop digging through Drive links and Slack threads for the right file. Every image, video, and document your team touches lives in one searchable library.

  • One library shared across every client workspace
  • Auto-tagged by content type, client, and campaign
  • Direct-to-cloud upload — no size limits, no waiting
  • Drop straight into a post, task, or SOP from anywhere
Explore Media Library
Media Library248 files
product-launch.mp4
brand-guidelines.pdf
hero-banner.png
q1-report.pdf
reel-cover.jpg
client-logo.svg
Storage used
Password Vault18 credentials
Spark Digital — Instagram
Social
••••••••••••
GrowthLab — Google Ads
Ads
••••••••••••
BrandCo — Email (Klaviyo)
Email
••••••••••••
10Password Vault

Client logins, never in a spreadsheet again.

Every client's ad accounts, CMS, and social logins — encrypted, shareable with the right team member, and revocable in one click when someone leaves.

  • AES-256 encrypted vault, one master password per workspace
  • Share credentials with the team without ever showing the password
  • Reveal, copy, and audit-log every access — no more shared spreadsheets
  • Instantly revoke access when a freelancer or client offboards
Explore Password Vault
11Team Chat

One place to talk. Including with your AI.

Slack-style channels and DMs, built into the same platform as your tasks and clients — so the AI agent in the conversation can actually see what you're talking about.

  • Channels per client or team — everything stays organized
  • @ an agent to pull in data or take an action mid-conversation
  • Voice & video calls built in, no separate app to juggle
  • Full history, searchable, synced across web and mobile
Explore Team Chat
spark-digital
Can someone check why the Spark posts didn't go out this morning?
Approval was pending on 2 posts — I've nudged the client and queued the third.
Perfect, thanks.
Message #spark-digital
12Goals & Performance

Set the target. Watch it track itself.

OKRs that update from real work, not a spreadsheet someone forgets to touch. Every team member sees exactly where they stand against the goal.

  • OKRs for the agency, the team, and each individual
  • My / Team / Goals views — everyone sees their own scoreboard
  • Auto-updates from real activity — tasks, revenue, client data
  • Weekly digest of who's ahead, who's behind, and why
Explore Goals
Q1 Goals — Agency
Team Score
88
+4 this month
Goals On Track
9/12
+2 this month
New clients this quarter7 / 10
Avg. task completion time1.8d / 2d
Client satisfaction score94 / 90
13Analytics & Reporting

Client reports, without the client work.

Stop spending days on client reports. WhizoAI generates white-label analytics PDFs in 30 seconds — complete with AI insights that make you look like you have a full analytics team.

  • AI-generated insights surface every week automatically
  • White-label PDF reports ready in 30 seconds
  • Per-client breakdowns by platform, post type & date range
  • Engagement, reach, link clicks, and follower growth tracked
Explore Analytics
Monthly PerformanceSpark Digital · Feb 2026
Total Reach
1.4M
+34%
Engagement
8.2%
+1.4%
Link Clicks
12.4K
+28%
Followers
+847
+15%

AI Insight: Reels drove 62% of total reach this month. Increasing post frequency to 5x/week could yield +28% reach.

Simple Pricing

Start Free. Scale as You Grow.

No hidden fees. No lock-in. Cancel anytime.

Free Forever

Starter Lite

Free forever — get started instantly

Free
  • 1 workspace
  • 1 team member
  • 500 AI credits/month
  • 3 GB storage
  • Conversations (Email & SMS)
  • Content calendar & scheduler
  • Analytics & reporting
  • Tasks & project management
  • AI Agents
  • Lead Finder — 10 scrapes/mo
  • Lead Finder — 50 enrichments/mo
  • AI Prospecting — 5 uses/mo
Get Started Free

Starter

For growing agencies

$94/month
  • 3 workspaces
  • Unlimited team members
  • 10,000 AI credits/month
  • 10 GB storage
  • 4 Meta syncs/day
  • Conversations (Email & SMS)
  • Content calendar & scheduler
  • Analytics & reporting
  • Automations & chatbots
  • Tasks, SOPs & time tracking
  • Lead Finder — 50 scrapes/mo
  • Lead Finder — 2,000 enrichments/mo
  • Lead Finder — 3 parallel jobs
  • AI Prospecting — 500 uses/mo
  • AI Agents
Start Free Trial
Most Popular

Pro

For established agencies

$197/month
  • 10 workspaces
  • Unlimited team members
  • 50,000 AI credits/month
  • 50 GB storage
  • 8 Meta syncs/day
  • Conversations (Email & SMS)
  • Content calendar & scheduler
  • Analytics & reporting
  • Automations & chatbots
  • Tasks, SOPs & time tracking
  • Lead Finder — 300 scrapes/mo
  • Lead Finder — 8,000 enrichments/mo
  • Lead Finder — 10 parallel jobs
  • AI Prospecting — 2,000 uses/mo
  • AI Agents
  • MCP Server Access
  • Priority support
Get Started

Enterprise

For large agencies at scale

$399/month
  • Unlimited workspaces
  • Unlimited team members
  • 200,000 AI credits/month
  • 200 GB storage
  • 24 Meta syncs/day
  • Conversations (Email & SMS)
  • Content calendar & scheduler
  • Analytics & reporting
  • Automations & chatbots
  • Tasks, SOPs & time tracking
  • Lead Finder — 500 scrapes/mo
  • Lead Finder — 20,000 enrichments/mo
  • Lead Finder — 20 parallel jobs
  • AI Prospecting — 5,000 uses/mo
  • AI Agents
  • MCP Server Access
  • Priority support
  • Dedicated account manager
  • White-label platform
Get Started

Starter plan includes a 14-day free trial. Cancel anytime.

14-Day Trial

Your agency, minus the busywork.

Start free and see how AI handles the busywork — tasks, content, client updates — while you focus on growth.

14-day trial  ·  Cancel anytime