New Campaign
Define your brief and assign the right team

🔌 Integrations Hub

Connect client accounts to pull live data from ad platforms, analytics, CRM & more

🔐 Credentials are AES-256 encrypted by your server before reaching Supabase — raw tokens never touch the browser or database unencrypted.
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Paid Search & Social
Analytics
CRM
Email & SMS
E-commerce
🔗 Share Client Portal
Generate secure access for your client to view their campaigns and reports.
Client Workspaces
Manage and monitor all client workspaces. You have full visibility — clients only see their own data.
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🔔 Notification Settings
Get alerted on Slack or email when things need attention.
💬 Slack Not configured
📧 Email Not configured
Alert Triggers
Escalation raised
When an agent flags an urgent issue for a client
Task overdue
When a task passes its due date without completion
Report generated
When a monthly client report is published
New client onboarded
When a new client completes onboarding
📋 Monthly Reports
📋
No reports yet.
Click Generate Report to create your first monthly client report.
✦ Generate Monthly Report
Raj analyses data → Jess writes the narrative → Sarah reviews & signs off
1
Raj Nair — Data Analysis
Pulls metrics across all platforms and writes the performance breakdown
Pending
2
Jess Park — Client Narrative
Translates the data into compelling, client-facing storytelling
Pending
3
Sarah Lin — Review & Strategy
Writes the executive summary, health score, and strategic recommendations
Pending
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Monthly Report
Analytics
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👤
Users & Permissions
Manage who can access Agency HQ and what they can do
Superadmin — full access + user management Admin — full access Sales — proposals, clients, campaigns Viewer — read-only
User Role Status Last Login
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Invite User
New Proposal
Fill in the details — summary updates live on the left

👥 Manage Staff