Navigating the Clients.ai dashboard
Learn how to navigate and use the Clients.ai dashboard effectively
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, date, or status
- Export leads as CSV
- Import existing lists via CSV upload
- View individual lead details and notes
Settings
Your control center for configuration. Four main sections:
Business details
- Company name, website, industry
- Target audience and pain points
- Offers management
- Testimonials
- Company rescan (re-analyze your website if it's changed)
- Connect your SMTP server for sending follow-up emails
- Supports Gmail (with app password), Outlook, SendGrid, custom SMTP
- Test email functionality
- Default: emails send from Clients.ai's server, but your own SMTP improves deliverability
Social integrations
- 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
Billing
- View subscription status and plan details
- Access Stripe billing portal
- Cancel or reactivate subscription
- View billing history and download invoices
Quick-start method
Use these steps to get running fast:
- Dashboard Home for your high-level insights
- Agents to see what's available and run agents manually
- Flows to create your first automated system
- 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.
Related articles
What is Clients.ai and how does it work?
Learn about Clients.ai and how it automates your entire marketing funnel
Understanding AI agent types and use cases
Learn how Traffic, Sales, Conversion, and Nurture work together
Creating your first agent flow
Step-by-step guide to building your first automated Flow
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