Agency
How your agency sells Doxa, follows up on clients and handles contracts in the agency dashboard.
Latest updates
See all updatesAs a partner agency, you sell Doxa to your clients and follow each of them after the sale. All of this happens in the agency dashboard: you generate the contract, send it for signature, share the payment link and, once the client is on the platform, see how they are using the product.
What you’ll find here
Section titled “What you’ll find here”- Home screen: your agency’s sales figures, your level and the agency ranking.
- Clients: your portfolio, each client’s stage and the details page with clips, clones and onboarding.
- Contracts and payment links: how to generate, sign and track a contract until the client gets access, and how to create payment links.
Who sees what
Section titled “Who sees what”The agency owner sees every area of the dashboard. A team member only sees the areas the owner opened for them, such as Contracts or Clients. If an area described here is missing from your menu, ask the agency owner for access.
The dashboard is shown in English for agencies outside Brazil, and some areas are only available to agencies in Brazil.
The latest changes are listed in Updates.