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Documentation Index

Fetch the complete documentation index at: https://docs.chartcastr.com/llms.txt

Use this file to discover all available pages before exploring further.

Chartcastr Agency is for teams that deliver reporting to multiple end-clients. Instead of juggling separate accounts (and separate invoices) per client, you operate a single parent agency org that owns child client workspaces.

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The model

Your Agency  (parent — billing lives here)
├─ Acme Co.       (child workspace)
├─ Globex Corp.   (child workspace)
└─ Initech LLC    (child workspace)
  • Billing only flows to the parent. One invoice covers every client workspace.
  • Children inherit the parent’s plan. Each child gets the full Pro-tier feature set (unlimited sources, unlimited pulses, AI features, Slack Connect, etc.).
  • Up to 10 client workspaces per agency on the default Agency plan. Larger agencies — get in touch.
  • Workspaces are isolated. Data, members, and connections don’t cross between clients. Switching workspaces is a single click in the sidebar.
  • Explicit access. Agency admins aren’t auto-added to every client workspace — they request access per-workspace, or are invited directly. This keeps the audit trail clean.

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When this is the right fit

  • You build dashboards or reports for clients in Slack, email, or Google Chat.
  • You manage 3+ clients and want one invoice instead of N.
  • You want each client’s data, AI summaries, and connections to live in a workspace that’s clearly theirs (so you can hand it over later if they bring reporting in-house).