# Add a branded visitor view to an agency portal

Use case · Platforms · Planned API workflow

Canonical page: https://datasdk.ai/use-cases/add-a-branded-visitor-view-to-an-agency-portal

Plan a single branded place for clients to review visiting businesses.

## Who this helps

An agency-platform builder wants clients to use identification inside an existing portal.

## How to use it

1. Define the customer workspace and permitted website scope.
2. Confirm white-label rights, API access, and delivery.
3. Design a compact company list with clear match limitations.

## Illustrative example

A proposed client portal would show only that client's website company records.

## What to check

API availability, resale terms, and branding scope must be agreed before launch.

## How Data SDK fits

The full Data SDK API is coming soon. Platform and AI-agent workflows are planning examples. Confirm access, data delivery, usage, branding, and resale terms before building or selling a feature.

These are suggested workflows, not a list of built-in integrations. Use your own approved analytics, CRM, and research process where needed. Matches and fields vary. A company match does not identify a person or prove buying intent.

## Related reading

- [API](https://datasdk.ai/glossary/api): An application programming interface lets software request data or actions from other software.
- [White-label](https://datasdk.ai/glossary/white-label): White-label means customers see their provider's brand on a feature supplied by another business.
- [Tenant isolation](https://datasdk.ai/glossary/tenant-isolation): Tenant isolation keeps one customer's data and actions separate from another's.
- [Add company identification to a CRM product](https://datasdk.ai/use-cases/add-company-identification-to-a-crm-product): Plan a feature that puts company context beside the account record.
- [Build a company-fit review queue](https://datasdk.ai/use-cases/build-a-company-fit-review-queue): Plan a workflow that turns records into explicit accept-or-skip decisions.
- [Add company context to a marketing dashboard](https://datasdk.ai/use-cases/add-company-context-to-a-marketing-dashboard): Plan a view that explains which company segments appear in the matched sample.

[Glossary](https://datasdk.ai/glossary) · [Use cases](https://datasdk.ai/use-cases) · [Comparisons](https://datasdk.ai/vs) · [For businesses](https://datasdk.ai/for-businesses) · [For builders](https://datasdk.ai/for-builders)