Help center
Pick a topic. Each page is short, scannable, and covers one area of the product end-to-end.
Getting started
Sign up, create a workspace, invite teammates, add your first client, and learn the four roles.
ReadClients & groups
Add clients, organise them into groups (e.g. Acquisition, Retention), use each client's forwarding address, archive and unarchive.
ReadTeam, departments & access
Invite teammates, set up departments, and give a person or a whole department access to one client or a group of clients.
ReadTasks
Create tasks + subtasks, task IDs, recurring templates, the calendar view (drag to reschedule), saved views.
ReadMessages & client portal
Internal notes vs client emails, how clients reply by email or through the portal, @-mentions, inbox shortcuts.
ReadTracking infrastructure map
Map GA4, GTM, pixels, ad accounts as a visual graph. Audit findings + weekly history.
ReadGoogle Ads audit & alerts
Connect a client's Google Ads account, the weekly audit, the daily check and its five alerts, who gets the email, and each status.
ReadNotifications
Which emails you get, vacation mode, muting a client or task, and the daily digest hour.
ReadBilling
How active clients are counted, archiving, seats, changing or cancelling a plan, monthly vs annual.
ReadSecurity & data
How your agency's data is kept separate, exporting it, deletion, and what we collect.
ReadAI assistants & MCP
Connect Claude or any MCP client: setup from claude.ai or with a token, permissions, example prompts, data handling.
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