The client Manage page
The per-client hub, grouped into four calm zones for day-to-day operations.
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 four zones
Pulse - what's happening now: a digest of recent client activity, what's new from the Brain (trends, thresholds, deal events), and any Brain questions awaiting an answer.
Reports - run analysis on demand, and control which auto-published weekly insights the client sees. See Generating reports.
Goals & work - choose the client's KPIs, set their monthly goals, and see their task list.
Connections & usage - live platform health for every integration, and AI token usage per feature with the caps you've set.
Manage vs settings
The Manage page is for running the account day to day. To change configuration - profile, refresh cadence, usage limits, tier, Brain operations - open the client's settings. See Client settings.
The zones use stable anchors, so links from notifications and your dashboard jump you straight to the right card.