The client Manage page

Open any client from your Clients list to reach their Manage page - the operational hub for that account. It's grouped into four zones so you can find things fast, with the noisy stuff tucked away.

Header

At the top: the client's logo and name, platform health (e.g. "4 of 5 connected"), the last data refresh time, a Refresh now button, and links to their settings and live dashboard.

The header also says where the client is in setup, and what to do next - Setting up · Connect the first platform, Connecting · Run the first data refresh, Data flowing · Publish the first report or Data flowing · Invite a portal user - until they are Live. It's the same stage the Clients list shows on the card, worked out from what the account has actually done, so there is nothing to tick off by hand and no "onboarding complete" switch.

The four zones

Pulse - what's happening now. It opens with State of play: a few sentences on the last two weeks, written for your team and never shown to the client, so it says plainly when a number shouldn't be trusted, a feed has stopped or the client has gone quiet. Underneath, a Needs you line links to anything waiting on you (open questions, document points to review, stopped feeds). It updates on its own when something new is recorded, at most every six hours; Refresh writes a fresh one now, and View all records opens everything behind it. Below that sit a digest of recent client activity and Brain questions - things the Brain is unsure about. Answer one to teach it; dismiss it if the guess is wrong. When the question is something someone told the Brain that it held back for review (it shows the suggested record underneath), Save as proposed saves it exactly as shown, without retyping. A dated moment keeps the date it happened, and one marked Internal only stays hidden from the client. An answer becomes something the Brain knows for certain, and a dismissal tells it the guess was wrong. Some items are reviews rather than questions - a list of older records with tick boxes, raised when the client says something replaces what the Brain knew, or when a document point the Brain had already used is turned down. Those have no answer box: tick what should be retired and confirm, and nothing is retired until you do. The (i) on the card opens Answering the Brain's questions.

Reports - run analysis on demand, and control which auto-published weekly insights the client sees. See Generating reports.

Goals & work - two cards:

• Goals - monthly targets and the storyline. A link that opens the client's Storyline tab on their dashboard, where your team sets goals next to the story each month writes and the viability read it changes. It's the same editor as before, with the draft / publish step kept for each month's storyline. See Goals & your monthly storyline. Goals are also the only list of metrics that matter for a client: they decide the rows on the KPI Targets card on the client's dashboard, what AI reports focus on, and what the Studio tools write towards.
• The client's task list.

Connections & usage - live platform health for every integration, and AI token usage per feature with the caps you've set. Any platform that is not healthy carries a Fix link (or Set up, if it was never connected) that opens the part of that client's Setup tab where it is put right, and Manage connections opens the tab itself.

Manage vs settings

The Manage page is for running the account day to day. To change configuration - profile, who can sign in, refresh cadence, usage limits, tier - open the client's settings. See Client settings. The Brain's by-hand operations are on the client's Brain ops page; see Operating & monitoring the Brain.

The zones use stable anchors, so links from notifications and your dashboard jump you straight to the right card.