Agency features

Agency plans at a glance

Extra seats can be added at £9/seat/month from the Agency Billing page.

Client sites

Each client site represents a business you're managing policies for. Client sites are separate from your own policies — they appear in Agency → Clients.

Adding a client

Click Add client and fill in the client's name, website, industry, and default jurisdiction. Once saved, generate policies directly from the client record — they're automatically associated with that client.

Team members & seats

Invite colleagues to your workspace from Agency → Team & Seats. Invited members get access to the full agency dashboard under your subscription — no separate billing for them.

Roles

Granular permissions

In addition to roles, admins can toggle individual permissions per member from the team list — hover a member row and click the settings icon to expand the permissions panel.

Display names

Hover over any team member row and click the pencil icon to set a display name (e.g. "Designer" or "Developer"). This name appears in the workspace policies view so you can see who generated each policy.

Inviting members

Enter the team member's email address and select a role, then click Send invite. An email with a magic link is sent to them. When they click it they're added to your workspace automatically — they don't need to create a new account if they already have one.

Bulk policy generation

Generate policies for up to 50 clients at once from a single CSV file. Go to Agency → Bulk Tools.

CSV format

client_name,domain,industry,jurisdiction,language,policy_types,business_type
Acme Corp,https://acme.com,e-commerce,GB,en,privacy-policy,limited-company
Beta Ltd,https://beta.io,saas,EU,de,"privacy-policy,cookie-policy",ltd

Download a pre-filled template from the Bulk Tools page — 19 industry categories available. The CSV is Google Sheets compatible (File → Import).

Running the job

Upload your CSV, optionally override the language for all rows, then click Generate policies. Each row is processed sequentially and you see a live status per row. Failed rows can be retried individually. Download results as CSV when done.

White-label branding

Available on all agency plans. Set your brand from Agency → White Label.

Every policy you — and your team members — generate will carry your brand:

• Your brand name replaces any generic company name
• Your logo appears in the document header
• Your primary colour is used for headings and section accents
• Your tagline appears under your name in branded headers
• Your website URL is shown in the document footer
• PolicifyAI attribution is completely removed
• Team members automatically inherit the same branding

Custom policy domain (Pro+)

Serve client-facing policy pages on your own domain (e.g. legal.youragency.com). Add a CNAME record pointing to cname.policifyai.com. Custom domain is available on Agency Pro and Scale.

API keys & webhooks

Available on Agency Pro and Scale. Manage from Agency → API & Webhooks.

API keys

Create named API keys (e.g. "Production", "Staging") with per-key scope (read or write). Keys are prefixed pak_live_. Pass them as a Bearer token:

Authorization: Bearer pak_live_xxxxxxxxxxxx

See the API reference for all available endpoints.

Webhooks

Receive real-time event notifications when a policy is generated, updated, or deleted. Each webhook has its own HMAC-SHA256 secret for verification. You can create multiple webhooks pointing to different URLs.

Supported events: policy.generated, policy.updated, policy.deleted.

Workspace policies

View all policies generated by every team member in one place from Agency → Policies. Use the scope toggle to switch between Whole workspace and Mine only.

Personal policies you created before joining an agency — or outside agency context — remain at /dashboard/policies.

Reports & analytics

The Reports page shows generation volume over time, top policy types, jurisdictions used, and per-member activity. Data is updated in real time.