Agency Guide

Vouch supports agency partners through a hierarchical account structure that allows you to manage multiple client tenants from a single agency dashboard.

• Agency Parent Account: Your master account with access to all client tenants
• Client Tenants: Individual client accounts with their own locations, users, and data
• Cross-Tenant Reporting: Aggregate metrics across all clients or drill into individual accounts
• Unified Billing: Single invoice covering all client accounts under your agency

Step 1: Create Client Tenant

From your agency dashboard, create a new client tenant with their business name, primary contact, and initial location details.

Step 2: Configure Review Platforms

Connect the client's Google Business Profile, Yelp, Facebook, and other review platforms using OAuth or API credentials.

Step 3: Set Up Solicitation Templates

Create branded email and SMS templates that match the client's voice and comply with their industry regulations.

Step 4: Configure Automation Rules

Set up workflow automation for review routing, response drafting, and escalation based on the client's needs.

Step 5: Train Client Team

Invite client users with appropriate role-based permissions and provide training on the Vouch interface.

Vouch offers white-label capabilities for agency partners who want to present the platform under their own brand:

• Custom Domain: Host the client interface on your agency's domain (e.g., reviews.youragency.com)
• Branded Interface: Customize logo, colors, and email templates to match your agency brand
• Email Sender Identity: Send solicitation and notification emails from your agency domain
• Support Routing: Client support requests can route to your agency team first

Contact support@aartha.ai to discuss white-label options for your agency.

Agency partners receive volume-based pricing across all client accounts:

• Consolidated Billing: Single monthly invoice covering all client tenants
• Volume Discounts: Pricing tiers based on total locations across all clients
• Flexible Client Billing: Mark up and bill clients independently using your own pricing model
• Usage Reporting: Per-client usage breakdowns for internal cost allocation

Your agency parent account includes specialized features for managing multiple clients:

• Cross-Client Analytics: Compare performance metrics across all client accounts
• Template Library: Create reusable templates that can be deployed to multiple clients
• Bulk Operations: Apply configuration changes across multiple client tenants simultaneously
• Client Health Monitoring: Track which clients need attention based on response rates and review volume
• Audit Trail: See all actions taken by your team across client accounts

As an agency partner, you're responsible for ensuring your clients' data is handled appropriately:

• Data Isolation: Each client tenant's data is logically isolated and not shared with other clients
• Access Controls: Your agency team can access client accounts, but clients cannot see other clients' data
• Consent Management: SMS and WhatsApp consent is tracked per client and per contact
• Data Processing Agreement: Your agency agreement covers data processing for all client tenants
• Sub-processor Transparency: All clients benefit from Vouch's public sub-processor list

Agency partners receive priority support:

• Dedicated Account Manager: Direct contact for strategic questions and escalations
• Priority Support Queue: Faster response times for technical issues
• Agency Partner Slack Channel: Direct access to Vouch engineering and product teams
• Quarterly Business Reviews: Review performance, roadmap, and optimization opportunities