The setup hub

When you first sign in as the agency owner - after creating your agency workspace or accepting an invitation - you land on Setup. It is built to get you to the useful part quickly: one quick step, then your first client. Everything else - your AI keys, your brand, your manager accounts, your team and your own domain - comes after, one screen at a time, and any of it can wait.

Setup is always available afterwards at the top of the More menu, badged with the number of steps still open.

Your first week: the AI is covered

For your workspace's first 7 days, your AI runs on ours, up to a usage allowance. That is why the keys are not in the way of your first client: reports, the Brain and chat all work from day one. Add your own two keys before the week is out - the setup screens, the AI keys page and the bar at the top of every page count the days down.

• When the week starts: the first time anything in your workspace uses AI - usually reading your first client's website - not the day the workspace was created. A workspace set up ahead of time does not lose its days.
• What it covers: the two keys setup asks for, Claude and Google AI. The optional extra engines in AI Search (Perplexity and OpenAI) need your own keys from the start.
• The allowance: one allowance shared by every AI feature in your workspace. If it is used up before the 7 days are, the trial ends early.
• Your own key always wins. The moment you save a key, that provider runs on it and is billed to you, even mid-trial.
• When it ends without your keys: every AI feature stops for your clients - reports do not generate, and chat and the Brain tell them the workspace is not set up yet - and Add client is greyed out again until both keys are in. Dashboards, figures and connections keep working, and nothing is deleted. Adding the keys switches everything back on straight away.

Step by step

Each step is one screen with the same four parts: what it is, why we ask, what breaks without it, and how to get it, with a link to the right console where there is one. Every screen has Skip for now, come back later - a skipped step stays open and is offered again next time.

Get your first client in

1. Support email - where your clients reach you from every "Contact your team" button. We fill in the address you signed in with; change it or click Use this address. This is the one step adding a client waits for.
2. Your first client - opens the client setup: their business (we read their website and pre-fill what we can), their goals, their tools and their accounts.

Finish your onboarding

3. Claude API key - does the thinking: reports, the Brain's reasoning, chat and the copywriter. Without it, once the trial ends, reports stop generating and your clients' chat says it is not set up. In the Anthropic Console, set a monthly spending limit, then create the key inside a workspace (Workspaces, pick or add one, then API keys): a key outside a workspace is refused. Paste it in and we check it with Anthropic before saving.
4. Google AI key - the Brain's memory: it turns what the Brain learns into something it can store and search by meaning. Without it, once the trial ends, the Brain cannot remember or find anything and every Brain-backed tool tells your clients the workspace is not set up. Create it in Google AI Studio; we check it with Google before saving, so a key with the API switched off is caught there and then.
5. Brand - your name, logo and colour on every screen your clients see. We look up the website on your email domain and show what we found; edit the name, click Use these, or type another website. To upload your own logo instead, use Workspace, Brand.
6. Manager accounts - the Google and Meta accounts your clients' accounts are reached through. Opens Integrations.
7. Team - invite the people who run the accounts. Opens Team.
8. Your own domain - clients sign in at an address you own. Opens Domains. Last on purpose, and optional: until then they sign in at a subdomain of ours. Not offered on a workspace that cannot verify domains yet.

The row of steps across the top shows where you are; click any of them to jump to it. When there is nothing left to offer, the page says You're set for now and lists what is still waiting.

Below the steps, Everything in one list shows the same steps in three tiers - required, recommended, optional - with a button for each.

How the ticks work

Nothing is ticked by hand. Every step is checked live from your settings each time you come back to the page, so it ticks itself the moment it is done, and un-ticks itself if you later undo it.

The "Finish your onboarding" bar

While a step is open, a bar sits at the top of every page of your portal: how far you are, the next step and why it is next, and the AI trial's days left when a key is still missing. Continue opens setup on that step.

• Hide for now hides it for the rest of this browser tab.
• Don't show setup reminders again, at the bottom of the setup page, hides it for you on every device until you switch reminders back on there.

While the support email is missing, neither is offered: adding a client waits for it. While a Claude or Google key is missing, Hide for now still works but Don't show again does not, because the trial has a deadline. Reminders are per person, and analysts never see the setup page - every step is an admin setting.

After your client's setup

When you finish a client's setup you land on their page in your portal, with View dashboard lit up. Their dashboard opens on its Setup tab, where you connect their Google, Meta and other accounts - that is where the numbers start. Until a client's data has been refreshed for the first time, View dashboard always opens there rather than on an empty Today tab.

The tour

Show me around on the Clients page (and at the bottom of the setup page) walks you through the pages setup does not cover: the Work Queue, the Calendar and Brain Health.

Next

See Adding & managing clients, and for the lay of the land, Your agency portal at a glance.