Franchise location reports now measure the location, not the whole brand

Reports for a location that sits in a folder on a brand site now read that location's section of the site. Client contacts set to receive plan or draft approvals get the review email when the approval opens, and a discovery can now be started from a link we hand out.

A day spent getting things to land where they belong: report numbers on the right part of a site, approval emails in the right inbox, and a discovery that can start without anyone shepherding it.

For our partners

1. Reports for a franchise location measure that location’s section of the site rather than the whole brand domain.
2. When a client’s contacts are set to receive plan approvals or draft approvals, they get a review email with their own share link as soon as the approval opens.
3. A discovery link can be handed out to collect a prospect’s website and send the finished report back by email.

1. Location scope on franchise reports

A location that lives in a folder on a brand site was compared against local competitors with the brand’s numbers standing in for it, which told a partner nothing about the location. Traffic, keywords, backlinks and top pages now read the location’s section of the site. Domain rating stays at the domain level, because that is a property of the domain and not of a folder. Where the location’s main page sits outside the folder, it is folded in only when it is a page in its own right, so the same links are not counted twice. Existing discoveries pick this up on refresh.

2. Approvals that reach the client

When the Contacts page says a client’s contacts receive a type of approval, every approval of that type that opens sends them a review email with their share link, including approvals an agent opens on its own and the reminder before an auto-approval. The Approvals switches in the Add contact dialog now set the same thing the Delivery tab reads, so turning a type on takes effect where you turned it on. The client email pause still holds everything. Approvals already open are unchanged.

3. Discovery quick links

The form carries the partner’s branding, and the website plus a destination email are the only required fields; anything else is context. The report comes back to that address with both the client-facing page and the workspace link, and the proposal section can be left off for a cold prospect. A link can be given an expiry and a cap on uses, and can be turned off at any time.

Behind the scenes

Our agents could only ever run on a campaign or a website. They now run on a record of any kind: a call, an email thread, a task, an escalation, a note, or our own business with no client behind it at all. The useful part was deciding where that fact lives. What a run is about belongs to the run, stamped when it starts, not to a permission sitting on the agent, and we walked that back the same day we first built it the other way. Before any of it moved, we replayed a month of the schedule against the live one, slot for slot, and required zero differences. Reviewers also got a note box on every task and plan: rather than write a checklist for what good looks like, we would sooner read what they actually say and find the themes.

Agents that work in a terminal share one machine, and the schedule handed it everything due at the same moment, because nothing in the design let the machine refuse. Three things changed. A run now closes its session the moment it finishes instead of sitting there; the machine accepts a set number of runs at once and turns the rest away, and turned-away work comes back a few minutes later; and the count includes runs still starting up, which do not look like runs yet. The thing doing the work needs a say in how much of it arrives.