Your agency portal at a glance

As an agency you have a dedicated admin portal, separate from the client-facing insight dashboard. It's the command centre for managing every client in one place. The design is deliberately calm: colour means "needs attention", and each client shows a single clear status.

The main navigation

• Clients - the portfolio, grouped by who needs you: Needs attention, Setting up, Pending and Up to date. A card per client showing logo, a single status, connected platforms and last report date. This is where you add clients and open any client's management page. The page header carries two cross-client chips - N open tasks (opens the Work queue) and N to approve (opens the Calendar) - so the day's queue is visible before you open anything. See Adding & managing clients for how the grouping works.
• Work - the cross-client Work Queue: every task across every client in one list, filterable by client, status, assignee and owner.

A More menu holds the rest, in three groups: Monitor (the master social Calendar, Brain health, Connection health, Costs), Connections (AI keys, Integrations, MCP Connection) and Your agency (Workspace, Team, Domains, Billing). If your setup is not finished, Setup sits at the top of the menu with the number of steps still outstanding. There is no separate "Today" page any more - the Clients page, ordered by who needs the team, is that view.

On every page, the Ask button in the bottom-right corner opens the workspace assistant: ask about your setup, your clients or their connections and it answers from your live workspace, with a link to where each thing is fixed. See The workspace assistant.

Connection Health

More - Monitor - Connection health lists every data feed across your whole portfolio that needs a look, worst first. It has two halves, and they mean different things.

Feeds that have stopped

The top table is feeds that are no longer updating. We keep the client's last good figures on their dashboard rather than showing wrong ones, so nothing here is lost data - it's data that has stopped moving. The client sees a matching note on their own Setup tab.

Each row gives you the client, which feed, how long it has been stopped, and what happened:

• Could not reach the platform is usually access - an expired login, or an asset no longer shared with the reporting account. Often something the client needs to do, and Test connection on the row will say so precisely.
• Returned data we would not trust is usually ours to fix.

Feeds that are updating, but flagged something

The second half is feeds that are still writing normally, where a check on the last write flagged something worth reading. These are not stopped, and most of them are not broken.

They're grouped by who can actually do something about it, because that's the only thing that changes what you do next:

• Reconnect - the platform is refusing us something. Reconnecting or re-sharing the asset is the fix, and Test connection sits on the row.
• About the client - the feed is working. What it found is true of the client's own site or account, such as traffic that doesn't look like real people. Nothing to fix, but worth a conversation.
• Ours to fix - an integration bug on our side. Testing the connection won't change it; tell us.
• Probably nothing - the check can't tell a quiet account from a blocked one. An ad account with no campaigns looks identical whether the client has never advertised or the login has lost sight of it, so we say so rather than guess.

Each feed is one collapsed row. The pills on it name what tripped and which reporting windows it affected (7d, 30d, 90d) - something flagged on one window of three is usually a smaller thing than one flagged on all three. Open the row for what it means in plain English, what to do about it, and the Test connection link where reconnecting is the fix.

Rows clear themselves the moment a refresh succeeds; there's nothing to dismiss. An empty page means every connected feed across every client is moving and clean. The (i) beside the page title opens Data freshness & caching, which explains what a stopped feed looks like from the client's side.

Costs

More - Monitor - Costs shows what each client's AI use has cost over the last 7, 30 and 90 days and 12 months, most expensive first, with the number of AI calls and the feature that cost the most over the last 30 days. Open a client's row to see its last 12 months, month by month, and open a month to see which features the spend went on. Click any column heading to sort, filter by client name, or export the table as a CSV. Figures are estimates in US dollars, worked out from the tokens each AI call reports. Your clients never see this page or these amounts. To set limits, open that client's page.

Settings

The settings sit in the More menu, in two groups.

Connections - the accounts and keys your workspace runs on:

• AI keys - the AI provider keys your workspace runs on, billed to you. For your first 7 days your AI runs on ours, so you can add clients straight away; after that your Claude key and your Google AI key are both required. The page says what each one powers, what stops without it and how many trial days are left.
• Integrations - your agency-level manager accounts (Google MCC, Meta Business Manager, TikTok Business Center), your Google reporting account, telephony keys and the client data sheets.
• MCP Connection - connect your own AI tools to your whole book. See Connected AI for your team.

Your agency - how your workspace itself is set up:

• Workspace - your branding (name, logo, accent colour, support email).
• Team - invite teammates, set roles, and see who holds a seat on each client's dashboard.
• Domains - white-label custom domains.
• Billing - your plan and invoices.

Roles

• Owner - one per agency. Gets the setup tour on first login and can replay it.
• Admin - full access, including integrations, team and settings.
• Analyst - reports, content and the work queue for the clients and tabs an admin gives them; not settings or integrations. See Team, roles & external users.
• External users - your clients. They only ever see their own insight dashboard, never this portal.

First time in?

A guided setup tour walks a new owner through connecting integrations, adding the team, and finding the Work Queue, Calendar and Brain Health. You can replay it any time from the dashboard. Start with Adding & managing clients.