Navigating the Clients.ai Dashboard

How to use the dashboard

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. Here's exactly what you'll find:

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
• Quiz Agent - Create viral quizzes that segment and qualify leads
• Bonus Agents - Strategic Partner Analyst, Competition Detective, Target Market Profiler
• Agent Execution - Run agents manually to generate analysis and insights
• Usage Limits - Run agents to generate analysis and insights; results are cached for efficiency
• 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 (Campaign Editor)

Flows are your complete AI-powered conversion systems. This is where you orchestrate everything:

Creating a Flow:

1. Navigate to Flows: Click "Flows" in the sidebar, then "Create Flow"
2. Select Your Offer: Choose which product or service this Flow promotes (consultation call, webinar, demo, product, etc.)
3. Enter Target Action URL: Provide the link where leads should go (your Calendly, checkout page, registration form)
4. Configure in Builder:
   • Traffic Agents Column: Drag LinkedIn Post Agent, Pinterest Agent, or other social agents
   • Conversion Agents Column: Drag Quiz Agent, Website Scan Agent, Checklist Agent, Guide Agent, etc. Each creates its own personalized landing page automatically
   • Follow-Up Agents Column: Drag 7-Day Launch Agent, Newsletter Agent, or enable Infinity Mode for continuous nurture

Agent Configuration:

• Click the gear icon on any agent to customize settings
• Traffic Agents: Set posting frequency, time of day, content style
• Conversion Agents: Customize landing page design, form fields, branding
• Follow-Up Agents: Adjust email timing, scarcity level (1-5 scale), tone

Testing:

• Use the "Simulate" or "Test" buttons to preview every action from your lead's perspective
• See exactly what landing pages, emails, and social posts will look like
• Make adjustments before going live

Launch:

• Toggle "Active" or click "Done" to activate your Flow
• Agents begin working immediately—Traffic Agents post content, Conversion Agents generate landing pages, Follow-Up Agents queue email sequences
• Monitor everything in real-time from the Flow detail page

Leads

Your lead database. Every person who opts into any Flow appears here with:

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

Email

• Connect your email account for sending campaign emails
• Supports Gmail (with app password), Outlook, and other email providers
• Test email functionality
• Default: emails are sent through our email service, but connecting your own improves deliverability

Social Integrations

• LinkedIn: Connect your account (multiple secure connection methods available)
• Pinterest, YouTube, Reddit: OAuth integrations for posting
• View connection status
• Import LinkedIn contacts for DM campaigns
• 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 this roadmap 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 campaign
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 care@clients.ai.

The entire goal is to put power and clarity in your hands immediately, because more clarity means more action, more clients, and more revenue.