Help Centre

How to run the platform.

Step-by-step guides for everything in the Client Intelligence Platform. Search for an answer, or pick your view and browse below.

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Getting started

Welcome to the platform

What the Client Intelligence Platform is, and the two ways people use it.

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How it works - key concepts

The handful of ideas that everything else builds on - accounts, the Brain, zones, reports and Studio.

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Logging in & access

Where to sign in, how access works, and how to try the platform without an account.

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A tour of your dashboard

The four zones, the period selector, and how to move around the insight dashboard.

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Connecting your data

How data connections work

The model behind integrations - who connects what, how data stays fresh, and where to do it.

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Connecting Google (Analytics, Search Console & Ads)

Connect GA4, Search Console and Google Ads so traffic, search and spend data flow in.

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Connecting your CRM

Connect HubSpot, Salesforce or GoHighLevel to bring deals, pipeline and revenue into attribution.

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Connecting Meta, TikTok, LinkedIn & X

Bring in your paid social and social media data from Meta, TikTok, LinkedIn and X.

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Connecting email platforms

Connect Klaviyo, Mailchimp or GoHighLevel to bring owned-channel performance into the picture.

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The guided connection wizard

A step-by-step walk-through for connecting your platforms the first time you set up.

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Performance & analytics

Your Today feed

The inbox that surfaces what needs your attention right now, grouped by urgency.

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Overview & blended KPIs

The home of the Performance zone - blended revenue, spend and ROAS, plus an AI summary of what changed.

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Attribution & the marketing funnel

The full-funnel view from impressions to closed deals, with true ROAS and channel breakdowns.

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Brand Identity

Your central brand hub - mission, audience, voice and look. A core input the Brain and every AI feature build on.

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Recommended actions & advice tracking

AI-proposed next steps you can accept or dismiss - and a scorecard that shows whether past advice actually worked.

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Google Analytics & Search Console tabs

Read your website traffic, engagement and organic search performance.

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Ad platform tabs (Google, Meta, TikTok & more)

Spend, conversions and ROAS for each of your advertising channels, down to the campaign.

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CRM tab - deals & pipeline

Your sales pipeline, win rates, top deals and how marketing channels source revenue.

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Email performance tab

All your email marketing in one place - campaigns, open and click rates, and owned-channel ROI.

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Market research & competitors

Track competitors, discover keyword gaps and see your share of voice.

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Activity history

A chronological log of everything that's happened in the account.

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The Brain

What the Brain is & how it learns

The AI knowledge graph that remembers your business and powers every insight, report and tool.

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Chatting with the Brain & uploading documents

Ask questions in plain English and teach the Brain with your own documents.

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Brain questions & giving feedback

How the Brain asks for help when it's unsure, and how your answers make it smarter.

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"What we know about you" & how it stays honest

The transparency page that shows every fact the Brain holds, where each came from, and how its understanding changes over time.

Read Agency

Operating & monitoring the Brain

The agency-side tools for keeping every client's Brain healthy and well-fed.

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Reports

Generating & reading reports

How AI reports are created, where they appear, and who publishes them.

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The report types explained

What each report covers, so you pick the right one for the question you're answering.

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Scheduling automatic reports

Set reports to generate on a recurring schedule so they're ready without you lifting a finger.

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Downloading & sharing reports (PDF)

Turn any published report into a clean, branded PDF you can send on.

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Planning & work

Goals & your monthly storyline

Set monthly KPI targets, get a viability read, and write the storyline behind the numbers - then follow it all in one month-grouped feed.

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Tasks - "Working on"

A shared task list to track what's being done, with optional sync from your PM tool.

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Budget & off-platform spend

Log spend that isn't on an ad platform, set budgets, and track run-rate against plan.

Read Agency

Cross-client Work Queue

Every task across every client in one prioritised list.

Read Agency

Master social calendar

Every client's scheduled and pending social posts on one calendar.

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Creator's Studio

What's in Creator's Studio

The suite of AI tools that turn your data and brand into content, campaigns and outreach.

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Copywriter

Generate on-brand copy for social, email, landing pages, websites and ads from a short brief.

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Social Calendar

Plan, draft and schedule organic social posts across your channels.

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Ad Studio

A closed-loop paid engine - propose campaigns, generate creative variants, score them and launch.

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AI Search (GEO visibility)

Track and improve how visible your brand is inside AI answer engines.

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Web Concierge (site chatbot)

An embeddable, brand-grounded chatbot for your website that answers questions and captures leads.

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Voice Outreach

AI voice calling that works a CRM segment, has natural conversations, and writes outcomes back.

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Coming soon - Local Presence & Email Outreach

Two Studio tools on the roadmap, and what they'll do.

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Your account & billing

Self-serve

Your workspace settings

Manage your company details, team, data refresh, AI key and usage - all in one place.

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Plans, pricing & billing

Your plan options, what "bring your own key" means, and how to manage your own subscription - plan changes, cancellation, invoices and payment.

Read Self-serve

Inviting your team

Add teammates to your workspace and manage who can do what.

Read Self-serve

Bring your own AI key (BYO)

Use your own AI provider key to lift usage caps and pay your provider directly.

Read Self-serve

Usage & limits

How monthly allowances work, where to check them, and what happens when you hit one.

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Data refresh & cadence

How often your data updates, how to refresh on demand, and the cooldown to know about.

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Running the agency

Agency
Agency

Your agency portal at a glance

The admin portal where you run the business - Today, Clients and Work - plus roles and settings.

Read Agency

Adding & managing clients

Create a client, configure their account, and run their reporting from the management page.

Read Agency

The client Manage page

The per-client hub, grouped into four calm zones for day-to-day operations.

Read Agency

Client settings - cadence, limits, tier & KPIs

Configure an individual client account, grouped into Profile, Configuration, Advanced and Danger zone.

Read Agency

Agency integrations

Connect your agency-level manager accounts, AI keys and telephony once - every client inherits them.

Read Agency

Team, roles & external users

Invite your team, set roles, and manage the external client users who access the insight dashboard.

Read Agency

White-label & custom domains

Run the platform on your own domains so the whole experience is yours, not ours.

Read Agency

Self-serve trial codes

Mint sign-up codes that let prospects start a time-limited trial instead of paying up front.

Read Agency

Workspace branding

Set your agency's name, logo, accent colour and support email so the platform looks like yours.

Read Agency

How agency billing works

Where your subscription lives, and how self-serve client payments flow through to access.

Read Agency

Previewing as a client & view controls

See exactly what a client sees, and control which tabs appear on their dashboard.

Read Agency

The setup guide / tour

The guided walk-through that gets a new agency owner up and running.

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Help & troubleshooting

Common issues & fixes

Quick fixes for the things people hit most - stale data, missing integrations, limits and lockouts.

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Frequently asked questions

Short answers to the questions people ask most about the platform.

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Error messages explained

Plain-English explanations of the messages you might run into, and what to do about each.

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Data freshness & caching

Why the dashboard isn't live to the second, and how to make sure you're looking at current data.

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Security & privacy

How your data is isolated, how credentials are protected, and who can see what.

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Trying the live demo

Explore a fully populated sample account with no login and nothing to set up.

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Still stuck?

Take a no-login tour of the platform, or talk to a human - we're happy to help.

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