Agency usage

Agency usage

Agency workspace, client/project separation, client reports and permissions.

Last updated: May 22, 20268-14 minBeginner to intermediate
Start free See pricingMethodology

What does this do?

Agency usage helps make the agency usage workflow decision-ready in Testvoy. The goal is not only finding a setting, but understanding why it exists, how to read the outcome and where to debug first.

Know when to use it

Learn which UI fields matter

Know what success looks like

Agency usage screen flow
SetupQAReport
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When should you use it?

Use this guide during first setup, experiment creation, report interpretation or before sharing with a client or team. Testvoy keeps the workflow approachable for non-technical users while still exposing SDK, event and security context for developers.

  1. 01

    Choose the relevant workspace and project

  2. 02

    Follow the checklist on this page

  3. 03

    Verify with preview or verifier

  4. 04

    Share the setting or report with the team

How to do it

Most Testvoy workflows follow the same pattern: choose context, define the rule or change, then verify through QA and reporting. This keeps the product focused on decision quality, not only running tests.

  • Is the workspace correct?
  • Is the project key or domain correct?
  • Does the goal/event match?
  • Were mobile and desktop checked?
  • Any bot/SRM or dropped event warning?

Example agency workspace setup

Example: a CRO agency managing three e-commerce clients creates a separate project for each client. Team members get role-based access, and clients receive expiring report links instead of dashboard accounts.

  1. 01

    Create a workspace with the agency name

  2. 02

    Create a separate Project for each client

  3. 03

    Do not mix client domains and SDK keys

  4. 04

    Assign viewer/editor/approver roles

  5. 05

    Create a shareable report after each experiment

  6. 06

    Check monthly quota by client

Example workspace structure
Agency Workspace
├─ Client A / ecommerce.com
├─ Client B / saas-site.com
└─ Client C / landing-pages.com

Practical scenario

A growth team changes CTA copy on the pricing page, connects signup_started and signup_completed goals, then reads Google Ads and returning visitor segments separately. If the result is promising, they share a report link with the client or leadership.

Common mistakes

Most mistakes come from wrong project keys, overly broad selectors, missing goals, staging/prod mixups, early decisions on small samples or skipping mobile QA.

Naming an experiment 'test'

Launching without a goal

Deciding on total CVR only

Sending screenshots instead of shareable reports

Related pages

Agency usageAgency workspace

Manage multiple clients and projects from one workspace.

ReportingShareable reports

Expiry, revoke, branded view and sharing without full dashboard access.

Frequently asked questions

Who is Agency usage for?

Marketing, growth, product and developer teams can use the same guide at different depths.

Do I need a developer?

Not for basic visual changes and report reading; SDK, custom events, custom JS or enterprise security benefit from technical support.

How do I know it worked?

Verifier, recent events, preview, QA checklist and report warnings show setup and experiment health.

What is the common mistake?

Wrong project keys, missing goals, fragile selectors, early decisions on small samples and skipped mobile QA are common.

Docs

Try this guide in the app

Finish setup, create your first experiment and read the report with cleaner data in Testvoy.

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