Choosing your track
RankX AI ships as a Direct track for one business and an Agency track for firms serving clients. Which to pick, and what changes if you pick wrong.
Pick the Direct track if you are one business tracking your own Websites. Pick the Agency track if you report to client businesses and need separate workspaces, per-client spending ceilings, your own branding on the reports and a portal each client can log into. Both tracks measure identically; the track decides how the account is organised.
The difference in one table
| Direct | Agency | |
|---|---|---|
| Who it is for | One business, its own sites | A firm serving client businesses |
| Websites | A per-plan allowance for the account | A pool shared across all clients |
| Client Workspaces | None | 5, 15 or 50 by plan |
| Roles | Account members | Agency Owner, Agency Admin, Member, Agency Client |
| Per-client spending ceilings | Not applicable | Yes, set per Client Workspace |
| White label | No | Custom domain, logos, colours, sending address |
| Client-facing portal and reports | No | Yes |
| Plans | Starter, Growth, Pro | Agency Starter, Agency Pro, Agency Scale |
Every figure behind that table is in plans and limits, which is generated from the same source the pricing page renders, so the two cannot disagree.
What the Agency track adds, concretely
The agency features are not a badge on the same product. They are a second layer of structure:
- Client Workspaces. Each client is its own workspace holding its own Websites. A workspace is the unit an agency shares, reports on and bills against.
- Seven visibility permissions per workspace. An agency decides, per client, whether that client sees rankings, AI visibility, AI Shopping, content, audits, reports and tasks. The set is closed at seven by decision, and an absent setting means allowed, so switching a plan on never takes a section away from a client who already had it.
- Per-client credit budgets. A ceiling on how much of the one agency wallet a given client may consume. It is a ceiling, not a sub-wallet: no credits are moved or set aside, and this distinction catches people out. See per-client credit budgets.
- White label. Custom domain, logo, favicon, colours and a sending address of your own, so reports and the client portal carry your brand.
- Agency Clients do not consume staff seats. An external client user is a different thing from a member of your team, and the seat limits count only your team.
What the Direct track deliberately does not have
A Direct account has no client dimension anywhere. There is no white-label section, no per-client budget, no client portal, and no Agency Admin area. That is a shape decision rather than a paywall: adding a client dimension to an account with one business in it makes every screen ask a question the user has no answer to.
Credits work the same on both
There is one credit wallet per account, on either track. Structural limits (how many Websites, how many tracked keywords, how many prompts) are separate from the wallet and cap how much you can set up rather than how much you can spend. The agency track adds one thing on top: a ceiling per client, drawn against that same single wallet.
Credits and metering is the page that explains the model, and it applies to both tracks without modification.
If you picked the wrong one
The track is a property of the account, not of a Website, and it is not something you can flip yourself in settings. Contact support before doing anything else: moving a Direct account onto the Agency track keeps its Websites and history, whereas signing up again creates a second account and a second wallet, and the free onboarding package is granted once per verified root domain, so the new account will not get another one.
Where to go next
- Quickstart once you have chosen.
- Plans and limits for every published figure.
- Running an agency for the agency track in full.
What RankX AI is
RankX AI measures whether AI assistants and Google name your brand when buyers ask, and turns the gaps into a prioritised fix list.
Quickstart
Sign up, add your first Website, complete the six onboarding steps, and read your first AI visibility numbers. What happens at each step, and when.