Oasbit Portal - AI Content Generation & Approval Portal

Client Portal

White-label client portal for professional service delivery

Clients access their content, reports, resources, work orders, and roadmaps in a branded portal. Approve content, view reports, communicate via messaging, and track project progress. Reduce support requests with self-service access to everything they need.

Content Generation

AI-powered content creation at scale

Generate six content types (blog posts, press releases, email campaigns, social media, website copy, product descriptions) using OpenAI, Google Gemini, Anthropic Claude, or xAI. Use custom templates with dynamic client data replacement for personalized content. Generate for one client or hundreds simultaneously with real-time progress tracking and approval workflows.

Channels (Messaging)

Built-in communication hub for agency-client collaboration

Dedicated channels for each client keep conversations organized and searchable. Control message visibility so clients see only relevant updates while your team has full context. Replace email threads with a centralized, branded messaging system.

Reports

Professional report delivery in multiple formats

Create reports using a rich text editor, upload PDFs, or embed external dashboards via URL. Assign reports to individual or multiple clients with notes and tracking. Clients access reports on-demand in the portal, reducing email attachments.

Work Orders

Project and task management for client deliverables

Create work orders with due dates, assign them to team members or clients, and track status (To Do, Processing, Done). Collaborate with comments and file attachments. Clients can create requests and track progress in the portal.

Roadmaps

Template-based project roadmaps for structured delivery

Create reusable roadmap templates with folders, tasks, and subtasks. Assign roadmaps to clients individually or in bulk for consistent onboarding and service delivery. Track progress with visual indicators so clients see completed work.

Resources

Centralized library for client materials

Share documents, guides, and resources as rich text, PDFs, or embedded URLs. Assign resources to specific clients or make them available to all. Clients access resources in the portal, reducing email attachments and keeping materials up to date.

Client Management

Complete CRM with unlimited customization

Store client data with custom fields, categories, and profiles tailored to your needs. Assign account managers, track followers, and monitor client activity with an audit trail. Scale efficiently with bulk import, portal management, and advanced filtering.

Dashboard

Real-time command center for your agency operations

Monitor performance with live metrics on clients, content, work orders, and team activity. Track content workflow from creation to publication with visual progress indicators. Make decisions with an overview of pending approvals, overdue tasks, and client engagement.

Bulk Operations & Automation

Scale operations with powerful bulk tools

Generate content for hundreds of clients simultaneously, import clients and reports via CSV, and manage client portals in bulk. Background job processing handles large operations with real-time progress tracking and error handling. Automate repetitive tasks to save time and ensure consistency.

Settings & Configuration

Complete white-label customization and integrations

Brand the platform with your logo, app name, and custom domain. Connect AI services (OpenAI, Google, Anthropic, xAI) with encrypted API key storage. Configure content templates, notification preferences, webhooks, and email services to match your workflow.

Security & Compliance

Enterprise-grade security with complete audit trails

All API keys are encrypted with AES-256-CBC, and role-based access ensures data isolation. Track every action with activity logs for login, content approval, report access, and more. Clients only see their own data, with per-page access controls.

Complete Feature Set

Everything you need to manage your agency and deliver exceptional client experiences

Client Portal
  • Personalized client dashboard
  • Content approval system
  • Reports access & download
  • Resources library
  • Work order management
  • Roadmap progress tracking
  • Dedicated messaging channels
  • Profile management
  • Fully white-labeled experience

Provide clients with self-service access to all their content, reports, resources, and communication in a fully branded portal experience.

Client Portal
Content Generation
  • AI-powered content creation (Press Releases, Blog Posts, Emails, Social Media, Website Copy, Product Descriptions)
  • Multiple AI model support (OpenAI, Google, Anthropic, xAI)
  • Single & bulk content generation
  • Real-time progress tracking
  • Client approval workflow
  • Content status management
  • Template system with dynamic fields

Generate AI-powered content for multiple clients simultaneously, scale content production, and streamline approval workflows.

Content Generation
Client Management
  • Comprehensive client profiles
  • Custom field system (unlimited categories)
  • Bulk client operations
  • Client portal management
  • Advanced filtering & search
  • Complete activity tracking

Organize and manage client data at scale with custom fields, bulk operations, and complete activity tracking for hundreds of clients.

Client Management
Reports
  • UI Builder for report creation
  • PDF upload support
  • URL/Iframe embedding
  • Client assignment system
  • Bulk report operations
  • Client portal integration

Deliver professional reports to clients through your branded portal, supporting multiple formats and bulk distribution.

Reports
Dashboard
  • Real-time statistics and metrics
  • Content workflow visualization
  • Work order management overview
  • System activity feed
  • Performance tracking across all clients

Monitor agency performance and client activity in real-time to make quick decisions and identify bottlenecks in workflows.

Dashboard
Channels (Messaging)
  • Organization-wide channels
  • Client-specific communication channels
  • Real-time messaging
  • Message visibility controls
  • Complete conversation history

Centralize all client communication in branded channels, reducing email clutter and maintaining a complete audit trail of all conversations.

Channels (Messaging)
Work Orders
  • Work order creation & management
  • Assignment system
  • Status tracking (To Do, Processing, Done)
  • Comments & file attachments
  • Client portal integration
  • Overdue tracking

Track client projects and deliverables with status updates, comments, and file attachments. Clients can create work orders through the portal.

Work Orders
Roadmaps
  • Template-based roadmaps
  • Folder, task, and subtask structure
  • Roadmap assignment to clients
  • Progress tracking
  • Bulk roadmap operations
  • Client portal visibility

Guide clients through structured onboarding and service delivery with template-based roadmaps that show progress and completion status.

Roadmaps
Client Score System
  • Profile completion percentage tracking
  • Client credentials management
  • Roadmap progress scoring (average completion)
  • Content and order completion tracking
  • Multi-user assignment system for client management
  • Comprehensive client stats dashboard

Track client engagement and profile completeness with a scoring system that monitors profile completion, roadmap progress, content publishing, and order completion. Assign multiple team members to manage each client for better collaboration.

Client Score System
Resources
  • Rich text document creation
  • PDF upload support
  • URL/Iframe embedding
  • Client assignment system
  • Resource library management
  • Client portal access

Share documents, guides, and materials with clients in one centralized location, reducing email attachments and version control issues.

Resources
Bulk Operations & Automation
  • Bulk content generation
  • Bulk client import (CSV)
  • Bulk report import
  • Bulk portal management
  • Bulk roadmap assignment
  • Background job processing

Scale operations efficiently with bulk processing for content generation, client imports, report distribution, and portal management.

Bulk Operations & Automation
Settings & Configuration
  • White-label branding (logo, domain, app name)
  • Role-based access control
  • AI integrations (OpenAI, Google, Anthropic, xAI)
  • Email service integration (Resend, SendGrid, Mailgun, AWS SES, Gmail)
  • Webhook integration
  • Content type customization
  • Custom field configuration
  • Notification settings

Customize platform branding, configure AI integrations, set up webhooks, and manage team access to match your agency's needs.

Settings & Configuration
Security & Compliance
  • AES-256-CBC encryption for API keys
  • Secure session management
  • Role-based access control
  • Complete audit trail
  • Data isolation per organization
  • Activity logging

Ensure data security with encrypted API keys, role-based access control, complete audit trails, and data isolation for compliance.

Security & Compliance

All features are fully white-labeled and customizable to match your brand

Your Agency Operating System

The new standard for agency infrastructure. Manage clients, deliver services, and scale operations—all under your brand.

Oasbit Portal Mobile Mockup

One platform. Everything you need.

Streamline client management and data organization

Generate AI-powered content at scale

Deliver professional reports and resources

Track projects and work orders seamlessly

Communicate through branded client channels

Provide clients with self-service portal access

The Differentiator

Fully white-labeled. Your brand, your domain, your experience.

Clients interact with your platform—not a third-party tool.

Scale without complexity

Deliver a professional client experience while keeping everything organized in one place. Self-service access reduces support overhead and accelerates client satisfaction—whether you're managing 10 clients or 10,000.

Built for agencies

Designed for marketing agencies, SEO firms, digital consultancies, and service businesses that manage multiple clients, deliver content at scale, and maintain professional relationships.

The Platform

Your agency operating system. Run client operations under your brand, so you can focus on growth instead of tool management.

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Frequently Asked Questions

Get answers to common questions about the Portal platform

Portal is a white-label agency operating system that enables agencies to manage client operations under their own brand. It includes AI-powered content generation, client portals, approval workflows, messaging, reporting, and complete client management.

Yes, Portal is fully white-label. You can customize the branding, logo, app name, and domain to match your agency's brand. Clients will see your branding, not Oasbit's.

Portal supports multiple AI models including OpenAI (GPT-4, GPT-3.5), Google Gemini, Anthropic Claude, and xAI. You can choose which AI model to use for each content generation task.

Yes, Portal supports bulk content generation. You can generate content for hundreds of clients simultaneously with real-time progress tracking and background job processing.

Portal can generate six types of content: blog posts, press releases, email campaigns, social media posts, website copy, and product descriptions. All content uses custom templates with dynamic client data replacement.

Clients can review and approve content directly in their branded portal. The approval workflow tracks content status from creation to publication, with notifications and real-time updates.

The client portal includes content approval, report access and downloads, resource library, work order management, roadmap progress tracking, dedicated messaging channels, profile management, and a fully white-labeled experience.

Yes, Portal is designed to scale from 10 to 10,000 clients. It includes bulk operations, advanced filtering, custom client fields, and comprehensive client management tools to handle large client bases efficiently.

Portal enables agencies to scale through AI-powered bulk content generation, automated workflows, client self-service portals, bulk operations for clients and reports, template-based roadmaps, and centralized communication that reduces support overhead.

Portal includes AES-256-CBC encryption for API keys, role-based access control, data isolation per organization and client, complete activity audit trails, secure session management, and per-page access controls for clients.

Yes, Portal is fully responsive and works on all devices including mobile phones and tablets. Clients can access their content, reports, resources, and communicate with your agency from any device.

Portal integrates with OpenAI, Google Gemini, Anthropic Claude, and xAI. You can configure custom AI model settings, manage API keys securely with encryption, and choose which AI model to use for each content generation task.

Portal supports multiple report formats including rich text editor reports, PDF uploads, and URL/iframe embedding for external dashboards. Reports can be assigned to individual or multiple clients and accessed through the client portal.

Yes, Portal offers extensive customization including custom client fields, content templates, notification preferences, webhook configurations, email service integrations, and complete white-label branding with custom domains.

Run client operations under your brand

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