Dream100AI

Agency & Team

Multi-workspace management for agencies running multiple clients and teams working across multiple concepts - all from one Command Base.

How it works in 30 seconds

Activate your Agency license - the Command Base tab appears in your sidebar automatically.

Create workspaces - choose Client (isolated) or Team (shared). Fill in name and email. The invite is sent automatically.

Users activate their key - they paste the key they received and log in to their workspace.

Monitor from Command Base - see pipeline progress, credits used, and last activity per workspace in real time.

Section 1

Two models, one architecture

Dream100AI supports two multi-user configurations. Choose the one that fits your situation - or use both at the same time under one Agency license.

Agency

Multiple isolated clients

Each client gets their own fully independent workspace. They see only their data. You see everyone from Command Base. Ideal for agencies managing multiple clients.

Team

Shared workspace, multiple users

All team members share one workspace. The admin sets the ICP and strategy. Team members work the pipeline and generate content. Ideal for internal teams and multi-concept organizations.

Section 2

License types explained

There are two layers: the parent admin license and the sub-licenses created for each workspace or team seat.

Key format	Type	What it can do	Created by
AGY-xxxx-xxxx	Agency / Team parent	Full admin access. Creates sub-licenses. Owns the shared credit pool. Full Command Base.	AimFirst
AGC-xxxx-xxxx	Client workspace	Fully isolated workspace. Own ICP, own pipeline, own content. No visibility into other clients. Agency accesses it via "Switch to" in Command Base.	Admin via Command Base
TMB-xxxx-xxxx	Team - full access	Shares the admin's workspace. Sees all prospects across all segments. ICP is read-only. Sees partial Command Base to switch into client workspaces.	Admin via Command Base
TMB-xxxx-xxxx	Sales Rep (Agency) / Dedicated Accounts (Team)	Shares the admin's workspace. Sees only prospects assigned to their Member ID. ICP is read-only. No Command Base access.	Admin via Command Base

Credit pool

All sub-licenses draw from the parent's credit pool. Credits are deducted server-side per AI action. The balance shown in Command Base is always fetched live from the server - never cached locally.

Section 3

The Command Base tab

Command Base is the admin control center. The admin sees the full version. Team - full access members see a read-only version to switch into client workspaces. Sales Rep and Dedicated Accounts users do not see Command Base.

Admin only

Credit pool

A live progress bar showing total credits, used, and remaining. Updates from the server every time you open the tab. Not visible to team members.

Admin only

Workspace / Seat counter

Shows active seats vs. your plan limit (e.g. 2 / 5). Label switches between "Workspaces" and "Seats" based on what type is selected. The Add button disables automatically when the limit is reached.

All

Workspace cards

One card per sub-license. Admin sees: name, type badge, prospects in pipeline, last activity, license key (copyable), Deactivate button, and Switch to button on client workspaces. Team members see only the Switch to button on client workspaces - no key or management controls.

Admin only

Add workspace / Add seat button

Opens the provisioning form. Hidden for team members.

Section 4

Creating a workspace or inviting a team member

The provisioning form adapts based on the type selected. The heading changes from "New workspace" to "Invite team member" automatically. A branded invitation email with the license key is sent automatically - unless the agency chooses to manage the workspace themselves.

Select the type

Client workspace - fully isolated, client sees only their own data. Agency accesses it via Switch to. Team - full access - shared workspace, sees all prospects, partial Command Base. Sales Rep (Agency) or Dedicated Accounts (Team) - shared workspace, sees only assigned prospects, no Command Base.

Enter name and email

For client workspaces: enter the workspace name (e.g. "Acme Corp"), optional client name (the person's name for the invite email), and client email. For team seats: enter the team member's name and email.

Send invite or not (client workspaces only)

Check "Send invite email to client" to email the license key directly to the client. Uncheck it if the agency manages the workspace themselves - no email is sent and the agency accesses the workspace via Switch to in Command Base.

Set Member ID (Sales Rep / Dedicated Accounts only)

A short identifier (e.g. "maria") that must exactly match the assigned_to field on prospects in the pipeline. Case-sensitive.

Click Create and invite

The system generates a unique license key (AGC-xxx or TMB-xxx), stores it in the database, and sends the invite email if enabled. The invite email correctly labels the workspace type.

Section 5

What each user type sees

Each workspace type gives the user a different experience inside the same Dream100AI interface.

Client workspace

Full independence

Own ICP, own pipeline, own content, own reports. Identical to a standalone Entrepreneur license. No shared data with anyone. Client logs in with their AGC-xxx key - or the agency manages it themselves via Switch to.

Team - full access

Full shared view + client switching

Sees all admin prospects across all segments. Can generate content and update pipeline. ICP is read-only. Sees partial Command Base with Switch to buttons on client workspace cards.

Sales Rep (Agency)

Agency pipeline only

Sees only prospects assigned to them in the agency's own pipeline. Works the agency's leads - no access to client workspaces. ICP is read-only. No Command Base.

Dedicated Accounts (Team)

Assigned accounts only

Sees only prospects where assigned_to matches their Member ID. ICP is read-only. No Command Base.

Strategy lock

ICP is admin-controlled for all team members

All team seat users (Team - full, Sales Rep, Dedicated Accounts) see a banner at the top of the Foundation set-up tab: "The strategy is managed by the admin. You can view the setup but cannot make changes." All input fields are visually disabled. The backend also blocks any write attempts server-side.

Section 5b

Switching into a client workspace

Both the agency admin and Team - full access members can switch into any active client workspace directly from Command Base. This is how agencies do the work for their clients without sharing login credentials.

Open Command Base

The admin sees all workspace cards with full controls. Team - full access members see client workspace cards with only the Switch to button.

Click "Switch to" on a client card

The app loads the client's data - their prospects, ICP, and content. A blue banner appears at the top of the screen: "Working in client workspace: Acme Corp".

Work in the client workspace

Full access to the client's pipeline and content tools. All changes are saved to the client's workspace. The blue banner remains visible at all times as a reminder.

Click "Back to agency"

Returns to the original agency workspace. The blue banner disappears and the agency's own data reloads automatically.

Section 6

Workspace limits

Each Agency license has a maximum number of active workspaces (max_subs). The limit is set by AimFirst at purchase and can be adjusted per customer.

Starter

Agency Starter - up to 3 workspaces

3,000 credits included. Suited for small agencies or multi-concept businesses like the restaurant group.

Growth

Agency Growth - up to 10 workspaces

8,000 credits included. For growing agencies managing multiple client accounts.

Pro

Agency Pro - up to 25 workspaces

20,000 credits included. For established agencies with large client portfolios.

Custom

Custom - on request

Contact hello@aimfirst.com to configure a custom workspace limit and credit package.

Deactivation

Deactivating a workspace does not delete data. All prospects, ICP, and content are retained. The workspace can be reactivated from the Command Base tab at any time. Deactivated workspaces do not count toward your plan limit.

Section 7

Example use cases

Use case A - Agency managing clients: A marketing agency runs Dream100AI for 5 clients. The agency admin creates 5 client workspaces (AGC-xxx). For each client the agency does the work - they switch into the client workspace via Command Base, build the pipeline, generate content, and switch back. The client never needs to log in. Two senior consultants have Team - full access seats (TMB-xxx) so they can also switch into any client workspace and work independently.

Admin creates 5 client workspaces - no invite sent

Selects "Client workspace", enters the client name, leaves "Send invite email to client" unchecked. The workspace is created and accessible via Switch to in Command Base. The client never sees the app.

2 Team - full access seats invited

Admin selects "Team - full access", enters the consultant's name and email. They receive a TMB-xxx key. After activating they see the agency's pipeline and a partial Command Base with Switch to buttons for all 5 client workspaces.

Consultants switch into client workspaces

They click Switch to on a client card. A blue banner shows "Working in client workspace: Acme Corp". They work the pipeline, generate content, then click "Back to agency" to return to their own session.

Admin monitors from Command Base

Sees all workspace cards with prospects in pipeline, credits used, and last activity. Can deactivate, copy keys, or switch in at any time.

Use case B - Internal team (Team license): A company uses Dream100AI with one shared workspace. The admin holds the Team license, sets the ICP and strategy, then invites team members. Sales reps each get a Sales Rep seat and only see their own assigned prospects.

Admin sets up ICP and segments

Foundation set-up defines the ideal customer profile. This becomes the locked framework for all team seats.

Team members invited

Full access seats for senior team who see all prospects. Sales Rep seats for individual reps who only see prospects assigned to their Member ID.

All share the same data

Prospects, ICP, and content all live in the admin's workspace. Team members read and write to the same data - no syncing needed.

Section 8

Recommended setup workflow

Follow this sequence when setting up your agency or team account.

Activate your license

Paste your AGY-xxx key in Dream100AI. The Agency badge appears, the Command Base tab unlocks, and credits show live from the server.

Set up Foundation (ICP and strategy)

Before creating any workspaces, define the ICP per segment. This becomes the locked framework for all team members.

Create workspaces or invite team members from Command Base

Click Add workspace, select the type, enter name and email. The invite email is sent automatically. Repeat for each workspace or team member.

Sub-license users activate and start working

They paste their key, accept the license agreement, and land in their workspace. Client workspaces are empty; team workspaces share the admin's existing data.

Monitor from Command Base

Check prospect counts, credit consumption, and last activity per workspace. Deactivate inactive workspaces to keep the counter clean.