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COKIQ docs

Agency Workspace

Use COKIQ agency workspace workflows for client domains, portfolio scanning, reports, viewer access, and recurring consent services.

Best for

Agencies and consultants managing consent for multiple client websites.

Setup steps

Step 1

Organize client domains

Group client sites by account, priority, platform, and review cadence.

Step 2

Run recurring scans

Monitor changes from plugins, pixels, ecommerce apps, and new marketing tools.

Step 3

Prepare client reports

Turn scan findings, consent status, open issues, and recommendations into recurring deliverables.

Step 4

Manage access carefully

Client viewer access is marked Beta and should be validated before selling it as a mature client portal.

Implementation checklist

  • Client domain list complete
  • Scan cadence defined
  • Report owner assigned
  • Viewer access validated if used
  • White-label report status disclosed

FAQ

Can agencies manage multiple websites?

Yes. Agency workflows support portfolio-style consent operations with clear Beta labels for viewer and white-label features.

What should agencies sell first?

Sell recurring scanning, consent setup, log review, and report delivery before promising advanced portal features.