Frequently asked questions
Short answers to the questions people ask most about the platform.
Is my data live?
Not quite live - it refreshes on a schedule (typically weekly or daily) and caches between refreshes so the dashboard stays fast. You can refresh manually with a short cooldown. See How data connections work.
How accurate is the attribution?
It's as accurate as the data flowing in. Connecting a CRM and keeping UTMs clean gives you true, full-funnel ROAS rather than the inflated numbers ad platforms self-report. See Attribution.
Where do reports get their information?
From the Brain - your connected data plus anything you've taught it. That's why reports read like they understand your business rather than generic templates. See What the Brain is.
Can the AI write content for us?
Yes - that's Creator's Studio: on-brand copy, social posts, ad creative, a website chatbot and AI voice outreach, all grounded in your brand and data.
Do you support my CRM / ad platform / email tool?
The platform covers the major analytics, ad, CRM and email platforms, and the integration model is built to extend. Check the Connecting your data section, or ask support about a specific tool.
Who can see our data?
Only people you invite to your workspace. Your data and everything the Brain learns stay inside your account. The account owner controls who has access - see Your workspace settings.
What's the difference between the plans?
Insights is the full dashboard, attribution, Brain and reports. Insights + Studio adds the content and campaign tools. Either can run on the platform's AI or your own key. See Plans, pricing & billing.
Can I change or cancel my plan myself?
Yes. Go to Settings - Plan and billing and click "Manage plan and billing" to open the secure billing portal. There you can upgrade or downgrade (changes are prorated automatically, so you're never double-charged), update your card, download invoices, or cancel - cancellation takes effect at the end of your billing period and your data is kept. See Plans, pricing & billing.
Can clients see each other's data?
No. Every client account is fully isolated - data, Brain and reports never cross between clients.
Can we white-label the platform?
Yes. You set your branding (name, logo, accent colour) and can run the platform on your own custom domains. See Running the agency.
Do clients see what we're doing behind the scenes?
Only what you publish. Reports are drafted and reviewed by your team before clients see them, internal Brain notes stay internal, and you can preview a client's exact view before sharing. See Adding & managing clients.
Can I try it before committing?
Yes - there's a no-login live demo with a realistic sample account.