Agency Manager — Overview

The control center for managing multiple clients, running through onboarding, and configuring each client's profile, data sources, team, and Drive.

What is it?

The Agency Manager screen lists all clients belonging to the current owner. Each client row shows logo, name, domain, industry, persona count, content count, and action buttons. Click Edit to open the client detail modal with tabs for Profile, Data Sources, Shared Drive, and Team. New clients are created via the onboarding wizard.

When should I use it?

You're onboarding a new client — click Create Client to start the wizard.
You're updating a client's profile (target audiences, tone, brand values).
You're adding a team member to a client.
You're assigning a shared Drive folder to a client.
You're reviewing client-level configuration before a campaign.

How to use it

Open Agency Manager from the sidebar. Only owners see this screen — team members don't.
Scan the client list. Click + Create Client top-right to onboard a new one.
Click Edit on a row to open the detail modal.
Move between tabs (Profile / Data Sources / Shared Drive / Team) to configure each area.
Save changes. The client list updates immediately.

Tips and best practices

Complete onboarding fully for new clients — the AI performs better with rich profile data (tone, USP, brand values).
Assign team members per-client with the right role (owner/editor/viewer) — see Team Members & RBAC.
Keep client logos current (from the domain favicon or custom upload). They anchor visual recognition in the UI.

Gotchas and limits

Only owners see Agency Manager. Team members have a different client selection flow via the sidebar.
Creating a client without connecting any data sources works, but the Dashboard will be mostly empty. Connect GSC + GA4 in the onboarding flow.
Very large agencies (100+ clients) may see the list paginate. Use browser Ctrl+F to find a specific client.