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Docs›Agencies & client handoff›Agency workflow: set up, configure, hand off

Agency workflow: set up, configure, hand off

Run every client's cookie banner from one account, then hand sites over when the project ends.

1. Add your client sites

In your dashboard, click Add site for each client domain. Your plan sets how many: Professional covers 10 domains, Agency 50, Max 100 (plans).

2. Install

  • WordPress clients: install the KukiBot plugin — it finds the site automatically, no keys to copy.
  • Everything else: paste the site's script tag in the <head> — see quickstart. Using GTM? See setup order.

3. Configure each site

  • Banner position, colour and language.
  • Geo-targeting — everyone, or EU + UK only.
  • Hide the "Powered by KukiBot" badge (paid plans) — see white-label.

4. Report to clients

  • Per-site compliance report (PDF, CSV or JSON) — on every plan.
  • Agency and Max: one bulk CSV for all sites, and the consent analytics dashboard with accept/reject rates across sites.

5. Hand the site over

On Professional and above, open the site and use Transfer to client: enter the client's email and they get an invitation. They have 7 days to accept; the link works once. Full steps: Transfer a site to a client.

💡Daily consent limits are shared across all sites on your account. If one client site gets a traffic spike, check how limits work.