Client Portal for Call Centres: Reports, Scripts and Change Requests

A call centre client portal gives each client one login for their campaign reports, invoices and the scripts your agents read from. Describe your clients and campaigns, and Mythex builds the portal with per-client access, file uploads and a staff side for your team, on a real database, published to a link you control.

Who it's for

Outsourced call centres that email weekly reports as spreadsheets, receive script changes in long email threads, and want clients to find their own numbers and documents without asking an account manager.

What you can build

A login where each client sees only their own campaigns and reports
Weekly call outcome reports by campaign: sales, callbacks, no answers
A knowledge base of scripts and FAQs the client uploads, each with a version date
A change request thread per campaign, logged and answered by team leads
Monthly invoices and usage to download
A staff area listing every client, campaign and open request

What a call centre portal must show

Clients want three things: how their line is performing, what they owe, and confidence that agents have the latest information. Put a campaign summary on the first screen, with calls handled, answer time and outcomes for the week against target. Below it, invoices with the usage behind each one, and the documents area. Keep it plain; the portal should show the same numbers your team manages by, not a softer version.

Calls handled, answer time and abandonment against target
Outcome breakdown per campaign
Invoices with usage

Let clients own their scripts

Most agent errors on outsourced lines come from out-of-date information: an old price, a retired offer, a changed returns policy. Let clients upload their own scripts and FAQs, stamp each with a version date, and keep the history. Agents always open the latest file, and if a caller was told the wrong thing, you can show which version was live. Pair it with a change request thread so updates are logged, not lost in email.

Access, recordings and privacy

Say it in the prompt: each client sees only their own data. Then test it in the preview by signing in as two clients. Call recordings usually stay in your telephony system; the portal can link to them where the contract allows. The callers' personal details are covered by data protection rules in most countries, so check what your contracts and local law require before putting anything identifying in the portal.

Per-client access, tested with two logins
Staff roles for team leads and account managers
Recordings linked, not copied, where allowed

What to put in first

Start with clients, campaigns and the weekly report, fed from a daily CSV export of your phone system or from agents logging outcomes. Add invoices next, then the documents area. Avoid launching with an empty portal: load the last month of reports for each client before sending them a login, so the first visit already answers a question.

A prompt to start from

Build a client portal for my call centre. Each client company logs in and sees only their own campaigns, a weekly report of calls handled, answer time and outcomes against their target, monthly invoices with usage, and a documents area where they upload scripts and FAQs with a version date. Add a change request thread per campaign. My staff get an admin area with every client, campaign and open request, and can import a daily CSV of call outcomes.

Questions

Can clients only see their own data?

Yes, and it is worth saying in the prompt. Mythex scopes each query to the signed-in client, so one client cannot open another's records by changing a URL.

Can clients see call recordings in the portal?

Recordings usually live in your telephony system. The portal can link to them or store uploaded files per client, but check what your contracts and local rules allow first.

Can the reports come from our phone system?

Yes, if it has an export or API you connect with your own account. A daily CSV import also works and is the simplest place to start.

How does login work?

Ask for accounts and Mythex builds sign-in into the app. Each published app has its own users and data, separate from your Mythex account.

Do I need to know how to code?

No. You describe the portal and Mythex builds it with a live preview. On Pro your developers can edit or export the code if they want to.

How much does it cost?

There is a Free plan with daily credits and no card. Pro is $25/month and adds code editing, GitHub export, a custom domain and credit top-ups.

Templates to start from

Analytics Dashboard Template — KPI cards, charts, and activity table
Metrics Dashboard Template — Governed metrics and self-serve charts
Budget Dashboard Template — CSV import with variance analytics
Customer Health Dashboard Template — Churn scoring with explainable charts
Account Health Dashboard Template — Renewal view with risk scores
Sales Attribution Dashboard Template — Multi-model revenue attribution
Event Registration Page Template — Tiers, waitlists, attendee dashboard
Dark Design Portfolio Template — Masonry grid with admin dashboard