Service Provider Portal
Run Dactic for every client you serve.
One console for your team to onboard clients, query their knowledge and run agents built on their context. Built for agencies, MSPs and consultancies.
- Free to sign up
- $100 per month for each company you manage
Provider ConsoleAccount directory| Company | Services | Agents live | Context | Link |
|---|---|---|---|---|
| Harbor Dental Group | Finance ops, IT support | 6 | Refreshed 2 days ago | Active |
| Northline Freight | Dispatch, HR | 9 | Refreshed today | Active |
| Cedar Ridge CPAs | Client intake | 3 | Refreshed 5 days ago | Active |
| Atlas Field Services | Not assigned | 0 | Waiting on link | Invited |
Grow your practice
Turn the work you already do into AI services.
Your clients are asking about AI agents. Dactic gives you the context layer to deliver them, client by client, without building an AI practice from scratch.
AI readiness assessments
Map a client's systems and unwritten know-how, then show where agents fit.
Department agent rollouts
Ship agents for finance, HR, IT or operations, grounded in that client's context.
Managed AI operations
A monthly retainer to keep context current, watch agents and resolve incidents.
Quarterly AI reviews
Show what agents delivered and which team should get agents next.
The portal
Every client, one console.
The same console Valere's own team uses to run Dactic, scoped to the companies that link with you.
| Company | Services | Employees mapped | Agents live | Open context gaps | Your team |
|---|---|---|---|---|---|
| Harbor Dental Group | Finance ops, IT support | 31 | 6 | 2 | Account Manager, Support Engineer |
| Northline Freight | Dispatch, HR | 48 | 9 | 4 | Delivery Consultant |
| Cedar Ridge CPAs | Client intake | 17 | 3 | 1 | Account Manager |
Account directory and Account 360
See every linked company, its services, agents, usage, incidents and open context gaps in one place.
Invite and link companies
Send, resend or revoke invitations and track their status. The client's admin accepts from Company Settings.
Provider LLM Studio
Query one client's knowledge at a time to scope work, answer tickets or prepare a review.
Provider agents
Agents for your own team, grounded in approved context from clients who grant it, deployed to your monday.com workspace.
Service catalog
Define the services you deliver, tag their scope (finance, IT, HR) and assign them to each client, so agents use only the relevant context.
Act on behalf, with a stated purpose
Every change you make in a client's account runs under a grant with a purpose the client can see.
Team roles and MFA
Admin, Account Manager, Delivery Consultant, Support Engineer and Auditor roles. Multi-factor sign-in for everyone.
Two audit logs
Every link change and action is recorded in your log and in the client's.
How it works
From sign-up to your first linked client.
- 01
Sign up free
Create your provider account. You don't need a Dactic subscription of your own.
- 02
Add your team
Give each person the role their job needs, and set up your service catalog.
- 03
Invite a client
Their admin accepts from Company Settings and chooses what you can access.
- 04
Deliver
Close context gaps, ship agents and run the account from your console.
Pricing
Free to sign up. $100 per company you manage.
No platform fee. You pay only for companies with an active link, and your clients keep their own Dactic plan and price.
- Pending, declined or expired invites
- Not billed
- Unlinked companies
- Removed from your bill
- Your client's Dactic plan
- Unchanged
- What you charge your clients
- Your call
$100per linked company / month
- The full Provider Console for every linked company
- Provider LLM Studio and provider agents
- Service catalog with scope tags
- Act-on-behalf grants and two audit logs
- Team roles with multi-factor sign-in
- Unlimited team members
Trust
Your clients stay in control.
Each client chooses what you can do in its account, and can change it or unlink at any time.
- Permission
View
See the account's setup, agents, usage and context health.
- Permission
Act on behalf
Make changes in the account, each under a grant with a stated purpose.
- Permission
Knowledge query
Ask questions of the client's knowledge in Provider LLM Studio.
- Permission
Provider agents
Let your agents use approved context that matches the services you deliver.
No raw employee content. Providers never see interview recordings or source files, only approved context.
Unlink anytime. Access, sessions and grants end at once, and the client's context leaves provider agents within 24 hours.
One provider per company. Ownership of each account is always clear. To switch providers, a company unlinks first.
FAQ
Provider questions
Do I need a Dactic subscription?
No. A provider account has no subscription of its own. Sign-up is free, and you pay $100 per month for each company with an active link.
Does linking change what my client pays?
No. Your client keeps its own Dactic plan, price and invoices. Your $100 per company is billed to your provider account.
Can I bring clients who already use Dactic?
Yes. Send their admin an invitation and they accept it from Company Settings. Their plan, data and agents stay as they are.
Can a client work with more than one provider?
No. A company links with one provider at a time, so ownership of the account is always clear. To switch, it unlinks first.
What happens when a client unlinks?
Your access, sessions and grants end at once, and the company comes off your bill. Its context is removed from your provider agents within 24 hours.
What happens if a payment is missed?
After a grace period, Provider Console access pauses until the invoice is paid. Client links and their Dactic service are not affected.
Bring Dactic to your clients.
Create your free provider account, then invite your first client when you're ready. You pay nothing until a company accepts.
Prefer to talk first? Book a demo with our team.