Vindex

Set up Vindex for Agencies

Vindex for Agencies turns a backlog review engagement into a product: upload your client's backlog export, score every story against INVEST, curate the findings, and deliver a report that carries your brand. Your clients never need a Vindex account. The same program serves consultancies running assessments and advisory engagements.

Getting access

Agency workspaces are enabled by the Vindex team. Contact us and we'll switch on agency features for your company, invite your first admin, and add starter credits so you can score a real project before any payment conversation.

Concepts

  • Client workspace: one per end-client; keeps that client's projects, uploads, and reports separated.
  • Project: one review engagement with one deliverable report. A project moves through draft → scoring → review → reporting → delivered.
  • Round: one scoring pass. Re-score after your client revises their stories and the report shows the improvement round-over-round.
  • Credits: 1 credit = 1 unique story per project, with every re-scoring round included: once a story has consumed a credit in a project, all later rounds of that story are free. Failed scores are never charged. Credits are prepaid and never expire; a run can only start when your balance covers it, and the exact cost is shown before you confirm.

Uploading a backlog

Export the backlog from your client's tool and upload the file to the project; .csv and .xlsx are supported, with no file-size or row limits. Backlogs of 100,000+ stories are in scope. Vindex detects the delimiter and sheet, then suggests a column mapping (Jira, Azure DevOps, Asana, and monday exports are recognized automatically). Only the Summary column is required; mapping Description and Acceptance Criteria improves scoring quality, and mapping Epic, Author, or Status unlocks extra report sections.

Scoring

Scoring runs as a background job on the same pipeline that powers Vindex's real-time integrations. Before every run you see the exact cost, split into what re-scores for free and what's new: “1,240 stories selected: 980 previously scored in this project (0 credits), 260 new (260 credits) · balance 5,000”. The job then runs unattended: close your laptop and check the progress page later. Matching between rounds uses your upload's ID column; if no ID column is mapped, stories can't be matched to earlier rounds and the estimate says plainly that the full selection bills as new. Every story's text passes automatic de-identification before any AI model sees it, so personal identifiers in stories are replaced with placeholders like [NAME].

Review and deliver

The review workspace shows every scored story worst-first with the six INVEST dimension scores, the engine's reasoning, and its recommendations. Exclude junk rows, add analyst notes, and curate the recommendations, then build the report. See the report builder reference for sections, branding, and white-labeling, and the client backlog audit guide for the engagement method end to end.

FAQ

Do my clients need Vindex accounts?
No. You deliver the report file; clients never touch Vindex.
Do credits expire?
No; credits never expire.
What do re-scoring rounds cost?
Nothing, for stories already scored in the project. 1 credit covers a story for the life of the engagement, all rounds included. Keep a stable ID column in your uploads so rounds match.
Is there an upload limit?
No file-size or row limits. Cost is bounded only by your credit balance.
What happens to failed scores?
They're never charged; the reservation is released at settlement.