White-Label Platform — Complete Feature List

Comprehensive feature specification for the white-label service offering.

Last updated: July 26, 2026

Recent product additions (Jun 5, 2026 – Jul 26, 2026)

Shipped since the Jun 5 list refresh; now reflected in the pillar sections below. Delta summary:

  • Composition Workspace & Campaign Projects — Multi-slot artifact composition (hooks/text/image) with approve-before-handoff; Single-goal Campaign intake, pin, section refine, material lock, campaign-fit review.
  • Agent Chat — KB factual contract, protected source channel, workspace resource search/preview, Deep Research confirmation, landing-page + article skills, advisory QC, shared quality pipeline, multi-recipient email, faster source-URL turns.
  • Models — GPT-5.6 Sol/Terra/Luna role-based routing; Anthropic Sonnet 5 / Opus 4.8 / Fable 5 / Haiku 4.5; Gemini 3.5 Flash + 3.1 Pro Preview defaults refresh.
  • Knowledge base — Human KB compiled nudge cards; Save-to-KB report summaries vs original MI reports; learning-profile prompt slot retention.
  • Workflows & notifications — Weekly Industry Digest Email + guided install; weekly in-app insights for subscribers; content dedup for platform emails / deep research.
  • Admin & insights — Weekly client success + expansion report; feature adoption tips; Monday content best-practice guidance.
  • Onboarding & account — Intelligence summary email; account panel section switcher and chrome speedups.

Global

Platform foundation: branding, knowledge, models, infrastructure, integrations, and developer stack.

White-Label Platform

  • Fully branded under your agency
  • Custom domain + custom UI
  • Self-hosted deployment
  • Multi-tenant architecture for unlimited clients

Agency Expertise Layer

  • Centralized Agency Knowledge Base
  • Trust levels + content precedence (1–5 scale)
  • Source attribution / grounded outputs
  • Messaging frameworks + tone systems
  • Compliance checklists
  • Competitive intelligence storage
  • Learning profiles that evolve automatically from usage patterns
  • Compiled Human KB nudge cards (text + image domains) wired across chat, regenerate, external generate, and workflows

Client Brand Layer

  • Per-client knowledge base with client-scoped isolation
  • Multiple knowledge bases per client — isolated KBs with user selection
  • Brand voice configuration with character traits
  • Style guides + tone modifiers
  • Client content library upload
  • Competitive intelligence ingestion
  • Projects: organize and share exact AI outputs across teams
  • Campaign Projects: goal-driven typed projects with pinned brief context across conversations

Replaceable Model Layer

  • Model-agnostic architecture
  • Swappable providers without regressions
  • Dynamic model configuration (no hardcoded IDs)
  • OpenAI role-based routing: GPT-5.6 Sol (chat + market intelligence defaults), GPT-5.6 Terra (balanced), GPT-5.6 Luna (high volume); GPT-5.6 chat and research policy knobs
  • OpenAI models: GPT-5.6 Sol / Terra / Luna, GPT-5.5, GPT-5.5 Pro, GPT-5.4 mini, GPT-5.4 nano, GPT-5 mini (plus retained prior GPT-5.x / GPT-4o family where enabled)
  • Anthropic models: Claude Sonnet 5, Claude Opus 4.8, Claude Fable 5, Claude Haiku 4.5
  • Google models: Gemini 3.5 Flash, Gemini 3.1 Pro Preview, Gemini 2.5 Pro
  • Image models: Nano Banana 2 (Gemini 3.1 Flash Image), Gemini 3 Pro Image, and provider-managed image pipelines with retry handling for transient failures

Knowledge Ingestion & Intelligence

  • Website crawling with depth control and sitemap processing
  • PDF + document upload (TXT, MD, CSV, JSON)
  • OCR / vision extraction for images, scans, charts, graphs, tables
  • Semantic vector search with embeddings for natural-language relevance
  • URL extraction for competitor research
  • Manual text entry for brand guidelines and notes
  • Learning profiles capturing live usage patterns (concise markdown with prompt slot retention)
  • Enhanced style guide extraction via Firecrawl branding API (fonts, colors, visual language)
  • Tag editing + KB reorganization tools
  • Trust level badges (Authoritative, High Trust, Trusted, Low Trust, Unverified)
  • Pinned fallback documents for critical context (capped; direct search matches rank first)
  • KB Images — save generated images; reference-image system (multi-tag, Exact toggle, labeling); image count in KB stats; gallery management in KB panel
  • Save chat outputs directly to Knowledge Base; immediate Save to KB after content research with unified button UX
  • Save-to-KB creates editable Client KB report summaries; original Market Intelligence reports remain in Research History
  • Workspace resource search distinguishes ordinary KB docs, MI report summaries, and original reports
  • PDF ingestion via Firecrawl PDF Parser v2; OCR / vision extraction for scans and charts

Secure Infrastructure

  • Postgres with pgvector extension for semantic search
  • Row-level security (RLS) for multi-tenant isolation
  • Encrypted environment variables
  • Self-hosted deployment capability
  • Multi-pipeline credential safety
  • Session-based authentication with Better Auth
  • Enterprise-grade audit logging
  • API key management with usage limits
  • OAuth credential storage for integrations
  • Redis-based rate limiting and caching infrastructure
  • Safe logging (no sensitive environment variable output)
  • Supabase secret key resolution; Vercel deploy env sync

Integrations — Active platform services

  • Stripe — billing integration
  • Autumn — credit management
  • Firecrawl — web crawling, branding API, native Monitors for competitor tracking
  • Supabase — vector database with pgvector
  • OpenAI — GPT models + embeddings
  • Anthropic — Claude models
  • Google — Gemini models + image generation
  • Gmail — workflow automation, scheduled reports, email delivery

Integrations — MCP server (platform API)

  • Each client chat agent exposed as an MCP tool with per-client API keys (dk_live_*)
  • generate_content — full KB-grounded content generation via MCP
  • batch_generate — batch content generation (1–100 items, configurable parallelism)
  • External agents (Claude Desktop, custom agents) connect directly to client context
  • Same quality pipeline as dashboard: KB retrieval, character traits, model selection, output formatting, source attribution
  • Client-scoped isolation — API key determines client access, no cross-client leakage
  • mcpAccessEnabled flag per client with platform-gated MCP access on API keys
  • Centralized key scopes, MCP scope checks, primary KB rows
  • Rate limits, monthly quotas, and usage logging per API key
  • MCP usage tracking: tool name, agent identifier, tokens used, response time, success/error
  • External API v2 — unified auth, KB endpoints, MCP proxy; external Deep Research API with async Firecrawl; MCP resources/read support

Integrations — Catalog, nodes & extensibility

MCP service catalog & connections

  • Admin-managed service catalog (add, enable/disable, delete services)
  • Per-client service connections with credential storage
  • Available tool discovery per connected service
  • Connection testing and health checks
  • OAuth integration for services requiring it (Gmail)
  • Platform-managed services (Firecrawl, Gmail) with internal wrappers

MCP workflow nodes

  • mcp_tool node type in visual workflow builder
  • Service selection from connected MCP services
  • Variable interpolation ({{variable}} syntax) for dynamic arguments
  • Special handling for Firecrawl (internal) and Gmail (direct API with validation)
  • Email deduplication and KB refinement for Gmail sends

MCP extensibility

  • Connect any MCP-compatible service via the admin catalog
  • Add custom MCP servers using the standard protocol
  • Agency-specific tool integrations through the service catalog
  • Examples: Shopify, Airtable, Slack, Notion, or any MCP-enabled tool

Billing & Onboarding

  • Unified checkout with auto-onboarding; post-checkout auto sign-in; client slug customization
  • Subscription self-service in billing panel; Autumn live sync; subscription sync cron
  • Hardened checkout identity and verify-session provisioning; improved billing portal routing
  • In-panel account section switcher; faster account panels aligned with Profile chrome
  • Onboarding — multi-page site discovery; website evidence gates for competitor intelligence; AI analysis anchored to authoritative website URL; competitor recovery and partial completion APIs; intelligence summary email
  • Platform Guide — free access with usage analytics; workspace feature topics
  • Telegram — account linking, tier-gated DM chat with client KB context; workflow nodes and templates

Developer Stack

  • Next.js 15.5 (App Router)
  • React 19
  • TypeScript (strict mode, zero any types)
  • Tailwind v4
  • Drizzle ORM with connection pooling
  • Streaming responses with Server-Sent Events
  • Vercel AI SDK (unified model access)
  • Modular architecture for customization
  • Migration system for database evolution
  • Background job processing for workflows
  • Built-in services: Stripe, Autumn, Firecrawl, Supabase (pgvector), OpenAI, Anthropic, Google, Gmail

Admin

Agency control panel, analytics, ROI, credits, and admin-side MCP and model controls.

Account credit usage
Account credit usage

Admin Console (Agency Control Panel)

  • Multi-tenant client management
  • Client-scoped data isolation with Row Level Security
  • Role-based permissions (admin, member, viewer)
  • Usage analytics with time-based filtering
  • Credit controls via Autumn integration
  • Audit trails with CSV export
  • Credential vault
  • API keys per client (tier-gated)
  • Global system configurations
  • Character trait management
  • Template library management
  • Model configuration (enable/disable per tier)
  • Paused client badge system
  • Workflow template management
  • Admin activity tracking (including session login data)
  • KB admin tools (bulk delete all KB documents)
  • Primary account management
  • Centralized API key scopes and MCP scope checks
  • MCP access toggle per client

Admin Analytics & Client Insights

  • Per-client and cross-client usage metrics
  • User activity and engagement patterns
  • Message volume tracking (daily, weekly, monthly trends)
  • Active user counts and growth tracking
  • Top users by message volume
  • Character trait usage distribution
  • Workflow execution monitoring
  • One-click data refresh with 5-minute cache
  • CSV export for leadership reporting
  • Insight trends for agency performance monitoring
  • Client Insights with cached analytics
  • Daily client insights report — frustration index, top improvement, conversation intelligence
  • Per-client coach report — two-layer usage taxonomy, feature-aware coaching, Performance ROI, concrete examples (Gmail-delivered)
  • Weekly client success + expansion report — sales/support outreach with feature adoption tips and diversified recommendations
  • Monday guidance prioritizes content best-practice tips for subscribed clients

Reporting & ROI Automation

  • Industry-backed ROI calculation model for progress tracking
  • Automated usage tracking and credit logging
  • Time-saved metrics via message volume
  • KB usage tracking with document references
  • Team activity visualization
  • Exportable summaries via CSV
  • Performance monitoring dashboards
  • Scheduled workflow reports via Gmail
  • Competitive analysis automated reports
  • Content intelligence digest emails
  • Onboarding intelligence summary email after discovery / research completion

Market Intel

Deep research, brand monitor, and content architecture for market-facing intelligence.

Deep research profile builder
Deep research profile builder
Market intelligence overview
Market intelligence overview
Deep research report in dashboard
Full reports workspace

Content Architecture & Market Intelligence

Deep Research

5–10 minute research sessions analyzing:

  • High-performing content patterns with real examples
  • Audience psychology and motivations
  • Target customer profiles from deep research
  • Proven structures across platforms
  • 15–20 content patterns (headlines, hooks, CTAs, structures, formats)
  • 10–15 real examples with URLs and citations
  • 3–5 actionable templates with step-by-step guides
  • Universal action items requirement in deep research reports
  • Progressive streaming updates during analysis
  • Save analyses directly to Knowledge Base with embeddings
  • Async Firecrawl agent jobs with reconciliation/recovery; parallel multi-source research with persisted sub-query state
  • Chat-triggered runs require explicit run language and confirmation; search-merge durability for result continuity

Content Architecture

  • Target audience loaded from Knowledge Base when available
  • Shared report presentation patterns (hero, signal charts, category layout) for intelligence briefs

Brand Monitor

  • AI-powered competitor discovery
  • Share-of-voice intelligence
  • Sentiment detection + sentiment markers
  • Visibility scoring across providers (ChatGPT, Claude, Gemini)
  • Provider ranking table (OpenAI, Anthropic, Google)
  • Multi-column layout for side-by-side competitor insights
  • Geographic relevance for competitor analysis
  • Progressive streaming updates
  • Save insights directly to KB with embeddings
  • AEO visibility audit + actionable recommendations system
  • Frequency and robustness testing APIs; structured action items in Deep Analysis

Competitor Tracking (Firecrawl Monitors)

  • Native Firecrawl Monitors API — create, update, delete, and run page watches
  • Scheduled polling (cron every 15 minutes; hourly schedule option)
  • Alert goal and smart-alerts toggle
  • AI judgment on detected changes surfaced in reports
  • Report history with optimistic updates; workflow node integration
  • Market Intelligence overview; credit tracking and notifications

Create

Agent Chat, composition workspace, campaign projects, personas, templates, content queue, publishing, collaboration, and in-app notifications.

Create workspace with chat and asset review
Dashboard workspace

Agent Chat

Streaming KB-grounded assistant on the client dashboard (/{clientSlug}/dashboard)

Conversation & grounding

  • True SSE token streaming with conversation continuity (token-budget context windowing)
  • Client KB + Human KB retrieval with source attribution
  • Human KB document purposes — routing and prompt context selection by role (facts, tone, examples, research)
  • Search relevance ranked before priority pins; pinned fallback caps so pins supplement retrieval without drowning matches
  • KB factual contract — deterministic grounding audit for Client KB factual turns; recovery-only kb-grounded-content skill when answers miss the mark
  • Source-specific URL grounding — tiered routing, parallel scrape, server-side article preflight, source URLs in output flags
  • Protected source channel — paste reference text that cannot hijack routing; tools stay off unless the actionable prompt authorizes them
  • Inline web search with depth control and synthetic result UX
  • Pre-response status streaming (thinking/status SSE before tokens)
  • Instant thinking indicator on artifact / content-creation turns

Natural language & tools

  • Natural-language tool calling — plain-language requests invoke web search, image generation, platform guide, workflows, and workspace resource search without bracket commands
  • Bracket commands remain supported: [GUIDE …], [WORKFLOW RUN|LOAD|SAVE|SCHEDULE], [IMAGE …]
  • Tool-only responses for image-only or action-only answers
  • Agent skills — GUIDE, IMAGE, WORKFLOW, landing-page, article, kb-grounded-content (recovery), photo-direction; single-deliverable prompts and scope clarification
  • Intent clarification, voiced frustration detection, creative-dissatisfaction regenerate, recovery advice, clarification quick replies
  • Multi-template batch pauses on clarification and resumes after quick reply
  • Deep Research from chat — explicit run language + confirmation card; negated / scattered phrasing ignored

Images & output

  • KB-aware image generation with reference images (referenceImages in output flags)
  • KB image gallery intent path and attachment UI
  • Photo-direction skill with server-side photographic realism modifiers
  • Normalized [IMAGE] syntax; hardened prompt validation; generation hardening and error streaming
  • Quality Control sidebar (collapsible) with advisory quality indicators, smarter validation gating, and artifact download aligned to actual artifacts
  • Shared response quality pipeline with human-practical voice; universal rubric + always-on validation for authored deliverables
  • Pinned decisions (UI + persistence)
  • Character trait switching with improved traceability and output quality
  • Output templates by category: Strategy, Social, Content, Communications, Design
  • Shared pill hover labels on response action icons

Workspace resources from chat

  • Find and open Client KB documents, Client KB report summaries (Save-to-KB copies), original Market Intelligence reports, or KB images by title/topic
  • In-tab workspace resource preview beside chat (same-tab workspaceResource= links); edit KB docs / report summaries; open originals in Market Intelligence
  • KB panel filter for Market Intelligence report summaries

Workflows from chat

  • Workflows starter-row popover
  • Shared resolve/inputs for chat commands and workflow catalog
  • Natural-language input discovery, enrichment, and execute aliases
  • MCP outputs persisted; conversations reload reliably after workflow runs
  • Multi-recipient email delivery from chat workflow flows

Performance & quality

  • Per-stage latency instrumentation and deferred post-stream side effects
  • Agent Chat core test suite and manifest
  • Brand rules enforce no fake-contrarian reveal framing in generated copy
  • Article closing rules and article / landing-page craft skills for long-form and conversion copy

Composition Workspace & Campaign Projects

Production surfaces beside Agent Chat for multi-asset kits and goal-driven campaign briefs. Campaign, Composition, and Resource Preview workspaces are mutually exclusive; chat stays beside the active panel.

Artifact Composition Workspace

  • Multi-slot workspace (hooks, text, image) populated from Multi template batches or Open in workspace on prior artifacts
  • Independent slot completion; clarifications / errors / incomplete replies do not overwrite slots
  • Per-slot draft → approve flow; preferred hook selection before approve
  • Slot-scoped refine in chat without disturbing other slots
  • After approval: Copy, Download (Markdown / plain text / image), Save to KB, Add to Project, Publish (when connected; occupied slots must be approved)
  • Composition persistence per conversation; Content Queue tracks batch progress separately

Campaign Projects

  • Start from Templates → Strategy → Single-goal Campaign; chat collects one measurable goal and creates a typed Campaign Project
  • Campaign workspace with versioned section state, progress on required Ready sections, and Refine in Chat for targeted section drafts
  • Persistent Campaign chip: name, progress, Open / Switch / Unpin; one pin per conversation; many conversations may pin the same campaign
  • Approved brief + linked KB docs injected every turn (pin stores project id only; latest approved state loaded server-side)
  • Material lock for templated deliverables while pinned: brief-first generation, KB as proof, advisory campaign-fit review (goal, audience, message, channel/CTA, horizon, grounding)
  • Save materials to the Campaign Project via project responses + composition snapshots; section refine does not mutate saved artifact snapshots
  • Resume from Projects panel: Open Campaign / Continue in Chat

Team Collaboration & Organization

  • Projects feature: organize and share exact AI-generated responses
  • Campaign Projects (typed) alongside collection Projects — progress, Open Campaign, Continue in Chat
  • Centralized content collections visible to entire client team
  • AI-powered label generation for organized responses
  • Multiple project assignment per response
  • Click-through navigation from saved responses to full conversations
  • Project filtering across conversation history

Characters & Personas

  • Global Personalities (built-in):
    • Professional Assistant (default) — business-appropriate tone with output modifiers for email, LinkedIn, proposals, documentation, meetings, reports
    • Creative Writer — storytelling and engagement with modifiers for blog, social, marketing, newsletters, stories, scripts
    • Technical Expert — precise technical language with modifiers for documentation, tutorials, analysis, API docs, architecture, code reviews
    • Brand Ambassador — client-specific brand voice with modifiers for brand posts, customer service, announcements, PR, social responses, campaigns
  • Customization:
    • Custom personas per client or vertical
    • Per-character output modifiers by content type
    • Persona-guided reasoning for high-precision outputs
    • Character trait selection in dashboard with improved switching and traceability
    • Admin character trait management (create, edit, visibility scoping)
    • Runtime prompt fragment composition for reusable template wrappers (draft contract, image directive, skill pointers)

Output Templates

  • Strategy: Campaign Strategy, Single-goal Campaign (Campaign Project intake)
  • Social: LinkedIn Post, LinkedIn Timeline Post, Social Media Post Text, Social Media Caption, New Feature Post
  • Content: Headlines, Hooks & Headlines, Blog Article, Landing Page (landing-page skill), Image Prompt, Shopify Product Description, Shopify Blog Post
  • Communications: Professional Email, Cover Letter
  • Design: Social Image Prompt, Hero Image Prompt, Ad Creative Prompt, Diagram Prompt, Design Concept Prompt
  • Default: General Response (conversational mode)
  • Categories displayed in chat: Strategy, Social, Content, Communications, Design
  • Custom prompts with usage tracking per client
  • Admin-managed template library (add, edit, enable/disable per tier)
  • Reusable runtime prompt fragment composition for output-format wrappers

Content Queue & Publishing

Content queue

  • Multi-element batch generation; prompt metadata and conversation linking; batch delete; protected-client toggle; tracks Multi / composition batch progress

Publishing

  • Shared refinement pipeline; content-family-aware filtering; title deduplication; keep-publish toggle; multi-source featured image selection and direct upload; composition / brand rules (AI-tell suppression); composition-slot approval gate before publish

Blog platform

  • Changelog on subdomain; human-client inline publishing; AI-generated TL;DR; PostList grid with excerpt; article CTA; typography aligned with marketing site

Notifications (Robust)

  • Unified in-app notification system
  • Notification management UI
  • Actionable notification types
  • Mark all as read
  • Bulk clear shows exact count of notifications that will be removed (excludes protected admin announcements)
  • Admin notifications sync to new users
  • Notifications for report completion + onboarding messaging
  • Weekly in-app insights for subscribed clients — diversified feature tips and next actions with deep links (workflows, formats, Brand Monitor, Content Architecture, Deep Research, KB)

Automate

Visual workflows, scheduling, templates, nodes, and delivery integrations.

Workflow builder
Workflow builder

Workflow Automation — Builder & scheduling

Visual Builder

  • Drag-and-drop workflow canvas with React Flow
  • Visual node IDs for variable reference
  • Real-time validation and testing

Scheduling & Triggers

  • Time-based scheduled workflows (daily, weekly, monthly)
  • Manual trigger workflows
  • Automated execution with background processing
  • Guided install wizard for select email digest templates

Workflow Automation — Pre-built templates

Content

  • Web Research to Blog Post — scrape any URL, generate polished blog post
  • Competitor Content Analysis — scrape competitor, generate strategic analysis
  • Weekly Research Digest — search industry topics, generate curated digest (chat delivery)
  • Weekly Industry Digest Email — scheduled industry digest with guided install wizard
  • Content Refresh from Past Article — scrape + search, rewrite with current data
  • Multi-Platform Social Content — generate LinkedIn, Twitter, and Facebook posts in one run

Research

  • Deep Competitor Intelligence — autonomous deep research into competitive landscape
  • Industry Trends Report — deep research into market shifts and emerging trends
  • Pricing Intelligence Report — deep research into competitor pricing strategies
  • Customer Insights Research — deep research into customer needs and objections

Communication

  • Generate and Send Email Newsletter — research, write, and send via Gmail
  • Blog Post to Email Campaign — scrape blog, convert to email, send via Gmail
  • Deep Research to Newsletter — deep research into topic, generate newsletter, send via Gmail

Intelligence

  • Competitor Change Alert — monitor competitor pages, email alerts on changes

Commerce

  • Shopify Product Launch — AI-generated product descriptions (coming soon)

Workflow Automation — Nodes & output

Workflow nodes

  • Start nodes (manual trigger, scheduled)
  • AI Generate (content creation with full KB context)
  • Deep Research (autonomous multi-minute research sessions)
  • Firecrawl Scrape + Search
  • Gmail Send (automated email reports and outreach)
  • Competitor Tracking (Firecrawl Monitors — page watches with AI judgment)
  • MCP Tool nodes (extensible integrations via service catalog)
  • Condition/Branch logic
  • Approval gates
  • Platform Email (internal notification delivery)
  • Output nodes

Intelligence workflows

  • Competitive analysis with automated reporting
  • Target customer profile research
  • Content structure recommendations from deep research
  • Automated Gmail delivery of insights
  • Content deduplication for platform emails and deep research outputs

Output management

  • Save workflow outputs to conversations
  • Save to Knowledge Base with embeddings
  • Email results via Gmail integration
  • Chain multiple workflows together
  • Workflow execution status tracking

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