Academy · Client training
Train clients with courses in their own portal
Upload videos or link YouTube, Vimeo and Loom, organize lessons into courses, share them per client, and track completion, all in an academy inside your white-labeled client portal. Try the demo below, or start your own workspace.
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- Plans from $99/month
- Built for multi-client agencies
- Your brand across the console
Academy · Client training
A client training academy inside every client portal
The questions clients ask on repeat — how to read the report, what happens in onboarding, why the campaign is built this way — deserve better than another one-off call. The Academy in AI Marketing Dashboard turns them into a course library: upload videos or link YouTube, Vimeo and Loom, organize lessons into courses, choose exactly which client sees which lesson, and watch completion progress come back as each client works through the material in their own portal.
Client portal guide
A guide to the portal, ready on the first day
Every client portal comes with a guide that teaches one task at a time. Lessons pair written steps and a checklist with short silent demos, so a client can see a step before taking it.
Find the next step on Home
- Confirm the active portal, for clients who belong to several
- Follow the setup card to the requested checklist
- Find Chat and Support from Home
Feedback that names the exact change
- Read status, dates, subtasks and comments first
- Leave one specific correction per comment
- Reopen a completed task and say why
Reviews that come back usable
- Match the asset to your review request
- Preview the page or ad the way its audience would
- Request changes with one clear correction
A quick question, or a tracked request
- Chat for clarifications on work in progress
- Support for requests that need an outcome
- Attachments up to 10 MB in Chat
Invoices checked before they are paid
- Read the amount, due date and status first
- Pay on the secure page your agency provides
- Ask a specific question when something looks wrong
For your team
Learn the workspace, then rehearse onboarding
Everyone on the team gets a built-in guide to the tools. Practice runs the first-login experience on made-up documents, so the real thing feels familiar.
Learn
The workspace, one task at a time
Built-in lessons for the tools your team uses every day, written as steps you can try at once. Search finds a lesson by what its steps say, and your progress follows you from device to device.
Illustration
Practice
Client onboarding, from the client's chair
Play the portal administrator of an invented startup: sign the agreements, add company details and tour the portal. The run ends on what the agency sees afterwards. Nothing you type is saved or sent.
Illustration
Practice
Employee onboarding, from a new hire's chair
Join the same company as its newest teammate: sign the paperwork, add payroll details and spend a first week in the console. Nothing you type is saved or sent.
Illustration
Your own training
Build courses for your clients, your team or both
The built-in guides cover the product. How you read a report, or why a campaign is built the way it is, is yours to teach.
Courses and lessons
Draft it, read it as a learner, then publish
- Uploads up to 512 MB in MP4, MOV, M4V or WebM, kept private
- Embeds from YouTube, Vimeo and Loom
- Knowledge checks scored on the server
- A client sees only the lessons shared with them
- Team courses assigned with a due date
Draft with AI
From a topic to a draft you review
Describe what the course is for and the AI drafts sections and lessons. Nothing is saved until you create the draft, and learners see nothing until you publish it.
Describe the topic
Say what the course is about, who it is for and how deep it should go. Paste your own notes if you have a procedure to follow, or pick a client to start from what the workspace holds about them.Review the outline
Read the proposed sections and lessons before anything is created.Create the draft
Choose Create draft course. The new draft stays hidden from learners until you publish it.Edit it like your own
Fix the facts first, then the tone. In any lesson, AI assist can turn the text into a checklist or a knowledge check, write a summary or simplify it, and nothing is applied without your click.
Train your clients and your team from one place
The guides are ready when your workspace is. Add your own courses when you have something to teach.
Plans start at $99/month.
On this page
Video courses built for client education
Structure the knowledge your clients keep asking for
An academy is organized the way people actually learn: courses made of short video lessons, each with a title, description and duration, in the order you want them watched. A welcome course for new clients, a foundations course on how you run their marketing, a walkthrough of their monthly report — whatever your agency explains over and over becomes a lesson you record once.
Lessons play right inside the client's portal with a clean lesson rail, next and previous navigation, and a mark-complete flow — the familiar online-course experience, wearing your brand instead of a third-party classroom's.
Upload video files or embed the platforms you already use
YouTube, Vimeo and Loom links sit next to private uploads
Bring content from wherever it lives. Paste a YouTube, Vimeo or Loom link and the lesson embeds it directly — ideal for content you already publish or quick Loom walkthroughs your team records. Uploaded videos are stored privately, and authorized viewers receive expiring playback links after their access is checked.
Give each lesson a clear title, description and duration so the course reads like a curriculum rather than a pile of links.
Completion tracking your team can actually see
See client completion before the next check-in call
Every lesson a client marks complete is recorded, and each course shows their progress as a percentage with the lessons checked off. Your team sees the same numbers from the agency side: which clients are moving through onboarding, who finished the reporting course, and who hasn't started — before it becomes a confused email thread.
A lesson counts as complete for a client once anyone on their team marks it complete, and each person's own progress and knowledge-check results are saved to their account. None of it is a measure of video watch time. Your notification feed surfaces completion updates so your team can follow up.
Training that lives where your clients already are
Part of the portal, not another login
The academy is a first-class area of each client's portal — alongside enabled sections such as projects, files, pipeline and shared Library assets. New shared training shows up in their notification bell, their portal home shows course progress, and there's no separate course platform, password or subscription to manage.
A built-in portal guide helps clients find their way around, while agency members have a separate guide to the whole workspace. Many lessons add a short walkthrough video that needs no sound (on-screen captions and a transcript carry the story) and a looping example beside one of its practical steps. Each person's progress is saved to their own account, so it follows them to another device.
Scale client onboarding without scaling calls
The welcome course that runs itself
Most agencies re-teach the same first month to every new client. A welcome course — how the portal works, who's on the team, what the first 30 days look like — hands that hour back to your team while giving every client a more consistent, more polished start than any ad-hoc kickoff deck.
Client-account completion helps account managers see which lessons have been marked complete before the kickoff call, identify useful follow-up questions, and spend more of the meeting on strategy.
One Academy with four places to learn, practice and teach
The Academy is a client training portal and a course library. It is also where your team learns the workspace, and each place has its own job.
| Place | Who it is for | What it holds |
|---|---|---|
| Learn | Every agency member | Built-in lessons on using the workspace, plus the team courses meant for them |
| Client portal guide | Your team, and each client inside their portal | Built-in lessons that teach a client the portal, shown in the client's own white-labeled view |
| Practice | Agency members, and clients for the client run | Two onboarding run-throughs on made-up documents, one from a client's side and one from a new hire's |
| Courses | Members with Academy access | Your own courses for clients, your team or both: build, publish, share, assign and track |
Progress in every place belongs to the person and is stored on their account, so a second device picks it up where the first left off. Learn, the Client portal guide and Practice are open to every agency member, while Courses needs Academy access.
Learn the workspace from built-in guides, then rehearse onboarding
This side of the Academy ships with the product, so a new teammate or a new client can start learning on the first day.
Built-in guides that teach one task at a time
- Objectives and explanation
- What you should be able to do when you finish, and why the feature works the way it does, in a few short paragraphs.
- Steps
- Actions that name the exact controls, so you can follow along in your own workspace.
- Checklist
- Statements to tick off as you try the work. Your ticks are saved to your account.
- Screenshots
- Annotated pictures with numbered highlights that match the text. They show a made-up agency, never a real client.
- Walkthrough
- On many lessons, a short silent video with on-screen captions and a transcript, plus a looping demo of one step.
Search looks past titles: it matches what a lesson's steps, checklist or walkthrough captions say. The Learn page opens where you left off, then lists the team courses you are required to finish and the practice runs. The built-in lessons are written in English.
Practice: onboarding on made-up documents
Practice runs the first-login experience from start to finish, on the same screens and signing steps people meet later. In the client run you take the part of a portal administrator at an invented startup that is buying the Moon, signing its agreements, filling in company details, touring the portal and ending on what the agency sees. In the employee run you join the same company as a new teammate and read, then sign, an employment agreement, a confidentiality agreement and a handbook before adding payroll details and spending a first week in the console.
- Real: the screens, the steps, the signing surface and the checks that say what is missing.
- Made up: the company, the people and every document you sign.
- Never happens: nothing you type is stored, filed, emailed or sent to anyone.
Run it beside a new hire on their first day, or share your screen with a client before kickoff. Finishing a run is saved to your own account, and the client run is also available inside the portal. The paperwork it rehearses lives in Team Members and on each client account.
Build a course, from a blank draft to a published one
Every new course starts as a draft that only the people who manage courses can see, so you can build and check it at your own pace.
Start the course
Open Courses and choose New course. Start from a template, Draft with AI or Start blank, and the course opens as a draft.
Say who it is for
Set the audience to Clients, Team or Everyone. The audience decides who can ever see the course, whatever else you switch on.
Add sections and lessons
Group lessons into sections, then add the lessons. Each one can mix written content, a video, resources, a checklist and a knowledge check, and a video is optional.
Finish the details
Add images and downloads inside the lesson text, the outcomes learners should reach, an estimated time for each lesson and a cover, designed in your brand color or your own image.
Read it as a learner
Choose Preview as learner and go through the course in order. Nothing you do in a preview is saved or counted.
Publish
Choose Publish once the course has a lesson. Unpublish it later, or archive it when it has run its time.
Share or assign
For clients, pick the client and switch on the lessons they should see. For your team, assign people with a required flag and a due date.
Tip
A course reaches a client only when four things are true
It is published, its audience includes clients, at least one of its lessons is shared with that client, and the Academy section is switched on in their portal. A newly shared lesson also reaches the client in their portal bell.
Draft with AI, then edit the result like your own work
The AI starts a course or a lesson. You decide what stays, and nothing is saved or shown to anyone until you say so.
| Where | What it does | What you control |
|---|---|---|
| Draft with AI, on New course | Turns a topic into an outline of sections and lessons, using your own notes or a client's background if you add them | You read the outline first, and the result is a draft only once you choose Create draft course |
| AI assist, inside a lesson | Writes the lesson, a checklist, a knowledge check or a summary, or simplifies text you already wrote | Each result is a preview until you choose Apply, and a part that would replace your own text starts unticked |
Treat every draft as a first pass. Check the facts first, then the tone, then the structure, and add your own videos, files and examples. A longer course can take a few minutes to draft, and closing the window cancels it. The AI never publishes, shares or assigns anything, and each draft carries a reminder to read every lesson before you share it.
Four courses worth recording before your next kickoff call
Start with the explanations you give repeatedly. Each recording replaces a conversation you would otherwise have again.
| Course | Lessons to record | What it replaces |
|---|---|---|
| Welcome and your first month | Who is on the account team, how to ask for something, what happens in the first weeks | The orientation call every new client gets |
| Reading your reports | What each tab of a report shows, where the figures come from, who to ask about a number | The same monthly walkthrough, given again every month |
| Approvals and feedback | How your team prefers a review to be written, with one example of good feedback | Review rounds that come back vague |
| Access how-tos | Adding your team to an ad account, an analytics property or a domain, step by step | Screen-share sessions about permissions |
The portal guide already teaches the mechanics of the portal, so your courses can stay on what only you know: your standards and habits around client reporting, how you want creative assets reviewed, and your way of working. Keep an internal playbook in the same library with its audience set to Team, and it stays private to your team.
Audiences, client sharing and assignments: who sees what
| Audience | Who can take it | How it reaches them |
|---|---|---|
| Clients | People in client portals | Publish it, then switch on lessons client by client. Clients find it under Shared courses |
| Team | Your agency members | Publish it and it appears on each member's Learn page. Assign it to make it required |
| Everyone | Both | Both routes: share lessons with clients and assign it to your team |
Sharing is decided lesson by lesson and client by client. Pick a client and switch lessons on or off for them, or share the whole course in one move. Stop sharing a lesson and it disappears from that client's portal, and the course disappears once nothing in it is shared. A Team course never reaches a client, even if its lessons are shared.
Assigning a team course sets a required flag and an optional due date for each person you pick, or one shared deadline for everyone selected. The course then shows each person as Not started, In progress, Completed or Overdue.
Plan
Clients learn in the portal, which needs Scale or Enterprise
Building courses, assigning team courses and the built-in guides are part of every plan. A course reaches a client only through the portal, and the portal starts at the Scale plan, with Enterprise above it. A portal can also hide the Academy section for a client who should not see it.
What progress means, and who can build, publish and take courses
What the numbers tell you
- Personal progress
- The lessons a person has completed, the checklist items they ticked and their latest knowledge-check result, which the server scores from the answers they picked. All of it is saved to their own account.
- Client progress
- For each client, how many of the shared lessons are done and who finished the latest. One person finishing a lesson is enough for it to count as done for their whole client.
- People
- Each person's finished lessons, last activity and knowledge-check score, for the people who manage the course.
- Required and overdue
- An assigned team course can be required and carry a due date, and it shows as overdue once the date has passed unfinished.
None of it measures how long a video was watched. A completion says the learner marked the lesson done, and a score says what they answered. That is enough for the question these numbers answer: has this client or teammate worked through the training before the kickoff? Your team is told when a client finishes a lesson, so a follow-up question can happen the same week.
Who can build, publish and take courses
| Person | What they can do |
|---|---|
| Administrator | Build, edit, publish, share, assign and delete courses for every client |
| A member on the Marketing & content template | View, create and edit courses, publish them and assign people, within the clients assigned to them |
| Any other agency member | Open Learn, the Client portal guide and Practice, and take any published team course. Courses needs Academy access |
| A client's portal people | Take the courses shared with their client, and use the portal guide and the client run of Practice |
Pair the Academy with a branded portal and the onboarding checklist on each client account, and the first week answers most questions before they are asked.
Frequently asked questions
Who is the Academy for: my team, my clients or both?
Both. Your team has a built-in guide to the workspace, practice runs and any team course you publish. Your clients get a guide to their portal inside it, plus the courses you share with them. A course can be for your team only, for clients, or for everyone.
How do clients take the courses I build?
They open Shared courses in their own client portal, on the Scale and Enterprise plans. A client sees a course once it is published, meant for clients and has at least one lesson shared with them. They read lessons, tick checklists and answer knowledge checks, and every learner's progress is stored against their own account.
Can I keep an internal training course that clients never see?
Yes. Set the course audience to Team and it never reaches a portal, even if you share its lessons by mistake. Your members find it on their Learn page, and you can assign it with a due date. An internal playbook can sit beside client courses in the same library without any risk of appearing in a portal.
What video, image and file types can I upload?
MP4, M4V, MOV and WebM videos up to 512 MB, PNG, JPEG, WebP or GIF images up to 10 MB, and PDF, Word, Excel, PowerPoint, text, CSV or ZIP files up to 25 MB are accepted, and every file is checked before it is kept. Uploads are private. You can also paste a YouTube, Vimeo or Loom address, or any other web address, which opens as an external link.
Can I see who finished a lesson and how they scored on a knowledge check?
Yes. A course shows each client's finished lessons and who finished the latest one, and each person's finished lessons, last activity and knowledge-check score. Members who can publish courses also see progress on team courses. None of it measures how long a video was watched.
Does Practice save anything or touch real records?
No. Practice saves nothing you type and sends nothing to anyone. The company, the people and the documents are made up, and no client, contract or employee record is created. Only the fact that you finished a run is kept, on your own account.
What does the Academy add over sending a screen recording in chat?
A recording in chat is buried once the thread scrolls. The Academy keeps lessons in ordered courses, shares each with the right client, plays inside their branded portal without another login, and shows who has finished what. Chat stays the right place for a one-off answer.
Will clients be told when I share new training?
Yes. A newly shared lesson reaches the client in their portal bell, and portal members can also receive it in a daily digest email unless their email notifications are off. You can silence portal emails for a client from the agency side without affecting what your own team sees.