Scaling AgentUI Across Client Partnerships West
A team rollout plan for Andrew Olson & the West region team.
What You've Already Built
You've turned AgentUI into your client-partnership operating system.
11 workflows in production. And 5–6 people already using them — Colin in Chicago, Chris in the West.
Infillion Pitch Lab
Pitch prep
Client Performance Dashboard
Live performance
Campaign Performance Dashboard
Live performance
Sales Meeting Presenter
Live meetings
Landrys Performance Dashboard
Client-specific
Dashboard Hub
Control center
Slide Deck Viewer
Presentations
Buying Modality Explorer
Market intel
+ 3 more
The Ceiling
Solo power use doesn't scale to a team.
This is exactly the gap you flagged — and why 10+ seats changes the game.
Your playbook is trapped
Your 11 workflows live in one account. The West region can't build on top of them.
No team visibility
Without a shared space, nobody else in the region sees client performance live.
No admin layer
No way to manage who sees what, or onboard/offboard reps safely.
The effort doesn't scale
What takes you minutes, every new rep rebuilds from scratch.
What 10+ Seats Unlocks
Your solo playbook becomes the team's shared engine.
What you do today, 10 reps do tomorrow — on the foundation you already built.
You asked, here's how
The three things you wanted to know.
We took notes on every question from the call. Here are the answers with how it works.
Client-facing dashboards with different views (admin vs. user)
Yes. Role-based permissions: your team sees the admin view with internal metrics. The client sees only what you choose to show.
How
Role-based sections · Audit logs · Client-name field filtering
Templates and blueprints reps can copy
Yes. You publish maintainable blueprints. Each rep copies them, makes them their own, and you still control updates to the source.
How
Private or company blueprints · Versioning · Forking with sync
Custom branded URLs per client
Yes — included in the seat price. Each client can have their own domain (e.g. landrys.infillion.com).
How
Custom domain · Automatic SSL · Per-workspace branding
The Rollout
Here's exactly what onboarding 10+ users looks like.
No uncertainty. From solo to team in 3 weeks.
Setup
We invite your 10+ reps into your existing workspace. Your 11 workflows are already there — nothing to migrate.
Onboarding
Team training session. Shared templates. Each rep builds their first view.
Building
Reps building on your foundation. You review, not rebuild.
Support
Dedicated CSM, priority support, quarterly reviews with AgentUI leadership.
Security, Admin & Control
Built to clear procurement and IT.
The ammunition you need to get this past Infillion's internal review.
SSO / SAML 2.0
Connect Infillion's corporate IdP. Automatic provisioning and deprovisioning.
Role-Based Permissions
Define who sees what at the client, campaign, or workflow level. Audit every access.
Data Security
SOC 2 and GDPR Art. 30. Data encrypted in transit and at rest.
Centralized Billing
One invoice for all 10+ seats. No per-rep reimbursements.
Admin Dashboard
You control seats, workspaces, and permissions from one place.
Compliance-Ready
Security documentation ready for IT review and procurement.
Pricing for 10+ Seats
Seats + credits + training. No asterisks.
As we discussed: the model is built on real usage, not flat fees.
Seats
Platform access. Includes SSO, custom domain, and shareable blueprints.
Credits
Typical usage: 500–1,000 credits per user/mo (~$125–$250).
Training
Team onboarding sessions, co-building, and ongoing support.
Sample: 10 seats
Platform + typical usage
~$2,025/mo
range: $1,400 – $2,650
10 seats × $15
$150 / mo
10 × 750 credits × $0.25
$1,875 / mo
Dedicated training + co-building
2 hours a week for 4 weeks — not included in the total above
$2,500/mo
One retained Fortune 500 client pays for the entire team's annual cost.
Let's get your team building.
Proposal → internal review → procurement. As we agreed.
This proposal
You leave with everything you need to share it internally.
Run it up the chain
Infillion leadership reviews. We're available for any questions.
Procurement / IT meeting
Next week. We bring security docs and technical answers.