Adding & managing clients

Each client you manage is a separate, isolated account. Here's the full lifecycle, from adding one to running it day to day.

Adding a client

From Clients, choose Add client and fill in:

• Name (required) and website (the website auto-fetches a favicon you can keep or replace with a custom logo upload).
• Contact details, country (for holiday-aware scheduling) and currency.
• Go-live date (optional) - when this client's site or tracking went live. Before this date, the Brain treats traffic, conversion and spend swings as pre-launch noise rather than real movements, so it won't alarm about launch artefacts (like a "+1,798% sessions" jump on a site that only just went live). See Client settings.

Save, and you're taken straight to the client's settings to finish setup.

The management page

Open any client to reach their management page - the hub for that account, grouped into clear zones:

• Pulse - a digest of recent client activity, what's new from the Brain, and any Brain questions awaiting an answer.
• Reports - run analysis on demand and control which auto-generated weekly insights are published.
• Goals & work - choose the client's KPIs, set monthly goals, and see their tasks.
• Connections & usage - platform health for every integration, and AI token usage with per-feature caps.

The header shows platform health (e.g. "4/5 connected"), the last data refresh, and a Refresh now button.

Client settings

The client's settings/edit page is grouped into:

• Profile - name, logo, contact, country, currency, and the account tier (which controls feature access such as Creator's Studio).
• Configuration - data refresh cadence and per-feature monthly usage limits.
• Advanced - Brain operations (backfill, manual reflection) and a link to the client's Brain page.
• Danger zone - delete the client (admin only).

Connecting the client's data

Integrations are connected per client from their connection screen, using your agency-level manager accounts. The client grants your managed account access to their properties. See How data connections work and Connecting Google.

Running reports

Generate reports from the management page. Unlike self-serve accounts, agency reports are saved as drafts for your team to review, then published to the client when you're happy. See Generating reports.

Controlling what the client sees

You decide which dashboard tabs each client sees, and you can preview as the client to check their exact view before sharing anything.