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Features03 / Client portals

LDOO is conversational analytics for agencies and marketing teams.

A live view your clients can check anytime.

Create a branded, client-facing data view from any conversation. KPIs, charts, campaign breakdowns, and live data in your brand. Rebuild the portal with prompts when the client wants a different angle. No dashboard builder. No manual updates.

How it works

One conversation. One click. One live view.

1

Ask a question

Ask about a client's performance the way you normally would. "How did Willow & Fern perform last month?" LDOO produces the answer with metrics, charts, and context.

2

Click "Create portal"

One click on any answer. LDOO generates a branded, client-facing view from the data behind the answer—KPIs, charts, campaign breakdowns, date filters.

3

Rebuild with prompts

If the client wants a different cut, ask again. LDOO rebuilds the portal from the new question instead of making you edit a dashboard layout or widget set.

4

Always current

The portal shows live data from your connected sources. When you sync, the portal updates. Your client always sees the latest numbers.

If the outcome you want is a client-facing view, this replaces the dashboard-building step with a prompt-driven workflow.

What your client sees

Your brand. Their data. No LDOO in sight.

Clients see a clean, professional data view branded with your agency's identity. They can filter by date range, see KPI trends, and review campaign performance—without any LDOO navigation, login screens, or tooling in the way.

KPI row with trends
Headline metrics—conversions, CPA, ROAS, spend—with period-over-period deltas and trend direction. The numbers your client checks first, front and center.
Charts and breakdowns
Line charts for trends, bar charts for comparisons, campaign tables with performance data. Chart type selected automatically based on the data shape.
Date filtering
Clients can adjust the date range to see any period they want. The data refreshes live—no need to ask you for a different view.
Anomaly badges
If the alert engine detected a spike, a drop, or an opportunity during the reporting period, it shows as a colored badge on the portal. Clients see what changed without needing to ask.
Security and control

Shared, not exposed.

Portals are scoped to a single client and a single set of data. Your client cannot access conversations, reports, other clients, or any agency data beyond what the portal shows.

Access
Link-based

Share a unique link. No LDOO account or login required for the client.

Password
Optional

Add a password to any portal. Lockout after 5 failed attempts. Reset or revoke anytime.

Expiry
Configurable

Set an expiry date or leave it open. Revoke access with one click if a client relationship ends.

Scope
Single client

Each portal is scoped to one client. Row-level security enforced at the database level.

Portal management

All your portals in one place.

Manage every portal from a single hub—or from each client's detail page. See view counts, copy links, reset passwords, update settings, or revoke access. Everything in one screen.

View analytics
See when a client last viewed their portal and how many times they have visited. Know whether your deliverable is being used.
First-view alerts
Get notified the first time a client opens their portal. A small signal that confirms delivery without needing to ask.
Inline settings
Change the portal name, toggle password protection, set an expiry date, or revoke access—all from a single settings modal.
White-labeled
Your agency's logo, colors, and domain on every portal — with per-client overrides for agencies managing multiple brands. LDOO appears only as a subtle "Powered by" in the footer.

Portals carry the same white-label branding as your reports and shared links.

Know before anyone asks

Give your clients a view
worth checking.

Create your first portal from a single conversation, then rebuild it with prompts instead of touching a dashboard builder.

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