Agency Overview
Using Trakkr for one brand and using it for fifteen are different kinds of work. One brand fits on a dashboard. Fifteen brands spill across tabs, browser windows, and Slack channels, and within a week somebody has lost track of which client needs attention.
Agency mode turns the portfolio into one place you can compare and triage. It gives you a way to talk to prospects before they sign, lets clients see your branding, and gives you a team model that scales past the operator who set everything up.
If you use Trakkr in-house for one brand, none of this is for you. If you manage it for clients, most of it is.
When to turn it on
A few signals usually tell you:
- You're tracking three or more separate organizations, not three product lines of the same one.
- You log in to answer client questions, not your own.
- You'd like a prospect to see a Trakkr-quality audit before they ever pay.
- You want clients to see their own data without seeing each other's.
Two or more, turn it on. None, leave it off and skip the menu items you'll never click.
How to enable it
The Agency entry is shown only to an agency audience: either you identified yourself as an agency when you joined, or the team has Agency Mode enabled. The account also needs the agency entitlement, normally through Scale, Enterprise, or an eligible active Scale trial.
Trakkr waits for both the team and entitlement checks before it shows the entry. If access cannot be confirmed, it does not guess. A team owner can review Agency Mode in Settings → Team. Turning the team flag off hides the Agency workspace but does not remove pitches, brands, Actions, Results, or reports.
What you get
Four workspaces appear in the sidebar under an Agency group: Clients, Actions, Reports, and Pitches.
Clients is the portfolio command center: every client brand as a row, sorted by status, with one-click drilldown into any single brand. A Compare view sits inside it for side-by-side analysis. Most agency operators land here first every morning.
Actions carries three tabs. Work is the single-brand Actions list flattened across the portfolio. Results and Automations show what the work earned and what keeps checking for each client.
Reports is everything a client receives: recurring agency-branded report schedules (live white-label link plus PDF, with optional approval before each send) and the history of every report the Agent has generated. Search, download, regenerate.
Pitches generates a polished AI visibility audit for a brand you do not yet track. It turns a prospect name into a shareable, editable, branded report for a sales conversation.
Team Management lives in Settings, reachable from the bottom of the Agency menu. It handles invitations, roles, brand-scoped access, and the line between an agency teammate and a client portal user.
All of it sits alongside the regular per-brand views. Switching active brands in the sidebar gives you the single-brand pages unchanged. The Agency surfaces do not replace them, they sit on top.
The white-label upgrade
The same brand a teammate sees inside Trakkr can also be seen by the client, under your branding, on your domain. That is the White-Label Portal: real client logins, scoped to a brand or group, dressed in your colors. Plenty of agencies use Trakkr without it. White-label is what you turn on when you want the client to log in to your product.
The portal can now include Pages and Results as optional client views. Pages gives a read-only, page-by-page account of AI search performance. Results shows the measured before-and-after outcomes from your work, including honest answers of No movement and Couldn't measure. Together they let a client move from the headline report into the work and its measured outcome without exposing agency controls.
When it's on, Trakkr branding (logo, upgrade banners, pricing CTAs, "Powered by Trakkr") is hidden from client portal users automatically.
Two kinds of person
The single most confusing thing in agency mode is the difference between an agency teammate and a client portal user.
A teammate is someone on your team who works on client accounts. They log in at app.trakkr.ai, see every brand they have access to, edit and act. They consume a team seat.
A client portal user is a client you've given a window into their own data. They log in at your portal domain, see only the brand or group you invited them to, can't edit. They don't consume a team seat.
Choose at invite time. A client sent a teammate invite consumes a seat and may gain access you did not intend. A teammate sent a client invite lacks the tools they need. Team Management covers the mechanics.
Common questions
Do my single-brand workflows change?
No. Every per-brand page works the same way. The agency surfaces appear in the sidebar alongside, not on top.
Can I turn agency mode off again?
Yes. Your data is preserved: brands, pitches, and reports all stay. The menu disappears until the team is marked as an agency again.
What's a brand group?
An optional way to organize brands by client or campaign. Groups carry a name and color, show up as section headers on the comparison table, and gate access for client portal users (a client invited to a group sees every brand in it). With ten brands you probably don't need them; with forty you do.
Do I have to create a real tracked brand to pitch a prospect?
No, that's exactly what Pitches avoids. You generate a real audit on a brand name without tracking it, share a public link, and convert it into a tracked brand only if and when the prospect signs.
How does billing work?
Brand and seat limits follow the plan or contract. Client portal users do not count against team seats because white-label access is governed separately.
Choosing the platform and service model
If you are still comparing products, start with the agency AI visibility tool buyer guide. It separates native portals from branded reports, compares client isolation and operating limits, and models public cost at 5, 20, and 50 clients. Then use the agency service blueprint to define scope, evidence rules, reporting, owners, and pricing before inviting clients.