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AI Chatbot for Agency Client Portals

Stop answering the same client question every single month.

A white-labeled AI chatbot embedded in your client portal — clients ask about their own campaign data and get plain-language answers grounded in their real numbers, instead of emailing your account manager and waiting.

See the full agency system
The problem

A dashboard that gets emailed about isn't doing its job.

Clients email instead of checking the dashboard

Even with a reporting dashboard live, clients still email their account manager to ask what a number means — the dashboard shows data, not answers.

The same three questions, every single month

"Why did spend go up?" "What does ROAS mean?" "Is this a good number?" — the same questions, answered by hand, month after month, client after client.

Account managers become a help desk

Time spent explaining what a metric means is time not spent on the strategy work that metric was supposed to inform.

Slow answers make the portal feel abandoned

A client who emails and waits a day for a reply stops checking the portal at all — and stops seeing the value your reporting is supposed to prove.

What it actually answers

Two questions, answered automatically.

Campaign Q&A

Clients ask about their own data directly

A client can ask "how did last week's campaign perform" or "why did conversions drop" and get an answer grounded in their actual campaign data — instead of emailing the agency and waiting for someone to pull it up.

Report explanations

Plain-language answers to "what does this mean"

When a client doesn't understand a metric or a report section, the chatbot explains it in plain language on the spot — the same explanation an account manager would give, without the account manager.

What you get

Embedded in your portal. Grounded in real data.

✓Chatbot embedded directly in your client-facing portal or dashboard
✓Answers grounded in each client's own campaign and report data, not generic AI responses
✓Plain-language explanations of metrics and reports on request
✓White-labeled — your branding, no trace of Tech Emulsion
✓Escalates to a human when a question is outside what it can answer
See it in action

What a client sees inside the portal.

Client asking about campaign performance in the portal chatbot
Chatbot explaining what a report metric means in plain language
Pricing

Scoped to your roster, not a per-seat fee.

Like our other agency builds, this is priced as a build scoped to your client roster and data sources — not a per-seat SaaS subscription that grows every time you add a client. We haven't published a fixed number for this offer yet; book a call and we'll give you a real quote based on what you're actually connecting it to.

Common questions

Questions agencies ask about the chatbot

It sits inside your client-facing portal or dashboard and answers two kinds of questions directly: questions about the client's own campaign performance ("how did last week go"), and questions about what a report or metric means ("what does ROAS mean, and is this a good number"). Both are questions your account managers currently answer by email.
It's grounded in each client's actual campaign and report data — not a generic AI chat window bolted onto your portal. Answers about performance are pulled from the same data your reporting already runs on, not generated from general knowledge.
Yes — it's embedded in your portal under your branding. Your client interacts with what looks and feels like your agency's own support system, not a third-party widget.
It escalates to a human instead of guessing. The point is to handle the repetitive, answerable questions — not to replace an account manager for anything genuinely complex or judgment-based.
We haven't published a fixed price for this specific offer yet — cost depends on how many clients and data sources it needs to cover, similar to how our reporting builds scope. Book a call and we'll give you a real number for your setup.
A generic chatbot widget answers from general knowledge or a static FAQ. This one is wired into each client's actual campaign and report data, so answers about performance are specific and correct for that client — not a plausible-sounding generic response.
Where to go next

Pair it with reporting, or see the full picture.

Full agency hub

For Marketing Agencies →

The complete picture — how this pairs with reporting and the rest of what we build.

Pairs naturally

Client Reporting Autopilot →

The reporting system this chatbot answers questions about.

Reselling to clients

White Label AI Development →

If you're reselling this (or any AI build) under your own brand.

Give clients answers, not a support queue.

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