Navigating the Clients.ai dashboard

Navigating the Clients.ai members area

When you log in to Clients.ai, you're landing directly in your Command Center. This is your dashboard—your main control room. You can see everything happening in your business at a glance. The design is simple on purpose, because complexity is the enemy of execution.

Dashboard home

Think of this as your business's heartbeat. It's your real-time summary, your pulse-check. You log in and immediately know:

• How many leads came in today?
• How many Flows are active?
• What's happening right now?

It also shows recent activities from your AI Agents. If an Agent completes a task or a new lead pops in, you'll see it live. This is how you stay connected to your growth at every moment, zero guesswork.

Agents

Agents are your AI workforce. This is where you meet them and run them manually if needed. The Agents page shows:

• Suggested Agents - Pre-configured agents ready to deploy in your Flows
• Traffic Agents - LinkedIn and Instagram agents for content, prospecting, and DMs
• Conversion Agents - Create the funnel for the offer you want to sell, book, or grow
• Bonus Agents - Strategic Partner Analyst, Competition Detective, Target Market Profiler
• Agent Execution - Run agents manually to generate analysis and insights
• Working Hours - Your monthly AI capacity for agent activity
• Performance Charts - See how agents are performing over time

All Agents integrate with your company information automatically—they read your website when you sign up and understand your business deeply.

Flows

Flows are your complete AI-powered client-getting systems. This is where you manage traffic, sales conversations, funnels, nurture, and analytics for each offer.

Leads

Your lead database. Every person who enters one of your Flows appears here with:

• Contact information (email, name, website if collected)
• Which Flow they came from
• Submission date and time
• Any form responses or conversation context
• Engagement history

Features:

• Search and filter by Flow or date
• Export leads as CSV
• Import existing lists via CSV upload
• View individual lead details

Settings

Your control center for configuration, with five sections:

Business Profile

• Company name, industry, business description
• Target audience and their pain points
• Primary products or services and your main company goal

Email Settings

• Verify the sender name, email address, and mailing address your agents send follow-up emails from
• No password or SMTP setup needed — just verify an address you own
• Default: emails send from Clients.ai's own address until you verify your own

Social Media

• LinkedIn: Connect your account for posting, prospecting, and DMs
• Instagram: Connect your account for Instagram posts and DMs
• View connection status
• Import LinkedIn contacts for Sales Agent outreach
• Disconnect accounts as needed

Offers

• Create and manage the Offers your Sales Agent presents
• Testimonials that show up in your funnels
• Payment setup for anything sold directly through Clients.ai

Calendar

• Your booking page settings (punctual.ai) and availability for calls
• Calls that have been booked

Billing lives on its own page (not inside Settings) — see Billing & subscriptions below.

Quick-start method

Use these steps to get running fast:

1. Dashboard Home for your high-level insights
2. Agents to see what's available and run agents manually
3. Flows to create your first automated system
4. Settings to connect integrations and customize your setup

Take a few minutes, get comfortable, and click around. Everything is built for you to get going quickly, without confusion.

If you're ever stuck or not sure where to find something, reach out at hi@clients.ai.