Adding your first client

Client Workspaces allow agencies to isolate metrics, creative assets, social listening monitors, and reports per brand or account.

Creating a client workspace

1. In the sidebar or top navigation, click Clients → + Add Client.
2. Fill in the client profile:
   • Client name: for example, Bloom Agency or Aura Retail.
   • Industry and vertical: e.g. E-Commerce, SaaS, Real Estate, Fitness & Health.
   • Target audience and demographics: Geography, age group, core pain points.
   • Keywords and brand mentions: Terms to track in Social Listening and AI Visibility (GEO).
   • Competitors: Up to 5 competitor brands or websites for automated benchmark analysis.
3. Click Create Workspace.

Workspace features

Each client workspace contains isolated configurations:

• Dedicated dashboard and KPIs: Metric targets and executive overview.
• Connections hub: Connected social, ad, and web accounts.
• Content Lab and hooks library: Client-tailored AI content research.
• Brand watch and mentions: Niche-specific social listening feeds.
• Client portal access: Option to invite client stakeholders with role-based permissions.