> ## Documentation Index
> Fetch the complete documentation index at: https://docs.autocampaign.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Agency console

> Run every client from one place: create an agency, add client workspaces, and see how each one is doing.

## Overview

The agency layer sits above your client
[workspaces](/getting-started/glossary#workspace) (each client's own account
inside Autocampaign AI). Each client keeps its own workspace with its own contacts,
campaigns and members. The console adds a management view on top, where you add
clients, set the prices they pay, apply reusable
[setups](/agency/setups-and-branding) and watch health and usage. Once you belong
to an agency, three entries appear in the sidebar: **My Agency** (`/agency`),
**Setups** (`/agency/setups`) and **Branding** (`/agency/branding`).

<Tip>
  **In short:** 1) Create your agency and name it. 2) Add each client with the
  five-step wizard. 3) Watch health, revenue and usage from My Agency.
</Tip>

<Info>
  **Time to complete:** \~15 minutes  ·  **Difficulty:** Intermediate  ·  The agency entries appear only for agency members; everyone else sees a normal workspace sidebar.
</Info>

## Before you start

* Any signed-in user can create an agency. Each user belongs to **one** agency.
* To add clients and change prices, you need to be the agency **Owner** or an
  **Admin** (see [Agency roles](#how-agency-roles-differ-from-workspace-roles)).

## Create your agency

<Steps>
  <Step title="Open the agency page" icon="building">
    Go to `/agency`. With no agency yet, the page shows **Run your clients from
    one place** instead of the console.
  </Step>

  <Step title="Name it" icon="pen">
    Enter **Your agency name** and click **Create my agency**. You become the
    agency **Owner**, and the three sidebar entries appear.
  </Step>
</Steps>

## What My Agency shows

**My Agency** shows four stats. **Client workspaces** (healthy / need attention /
at risk), **Monthly revenue** (what clients pay you), **Platform cost** (what you
pay Autocampaign AI) and **Estimated earnings**. Below them you see **Agency usage
this period** and **Clients needing attention** (past-due payments, high usage or
a missing plan). Then come up to six client cards under **Your clients**, with
**View all clients** (`/agency/clients`). Last is **Recent activity**, a
plain-language log of price changes, setup installs and branding updates.

<Note>
  Revenue, cost and health come from live billing data. When it is temporarily
  unavailable for a client, the card shows **No billing data** and the totals
  say how many clients they cover.
</Note>

## Add a client workspace

Click **Add Client** on **My Agency**, on **Clients**, or in the workspace
switcher. The wizard (a guided form at `/agency/clients/new`) has five steps:

<Steps>
  <Step title="About the client" icon="user">
    Enter the **Business name** (required), plus optional **Website**,
    **Industry**, **Contact name**, **Email** and **Phone**.
  </Step>

  <Step title="Choose a setup" icon="layer-group">
    Pick one of your setups, a ready-made one, or **Start from scratch**.
    Ready-made setups matching the industry you typed are marked **Recommended**.
  </Step>

  <Step title="Choose their plan" icon="list-check">
    Select a [plan](/getting-started/glossary#plan). **Your cost** is the
    Autocampaign AI price for it.
  </Step>

  <Step title="Set your price" icon="dollar-sign">
    Choose **Use the AutoCampaign price**, **Add a percentage on top** or
    **Set my own price**, answer **Who pays AutoCampaign?**, and optionally
    fill **Invite your client (optional)**. The **Your numbers** panel is for
    your eyes only.
  </Step>

  <Step title="Branding" icon="palette">
    Choose **Use my agency branding** or **Use the client's branding**, then
    click **Create client workspace**.
  </Step>
</Steps>

You get a new workspace with you as its **Owner**. Every other agency Owner and
Admin gets an **Admin** membership, your client gets an **Admin** invitation if
you entered an email, and the setup contents arrive as drafts. The success screen
offers **Open workspace** or **Add another client**.

<Note>
  The plan you choose drives the price and earnings math in your console. The
  workspace's own plan and subscription are managed from that workspace's
  billing, like any other workspace — see [Plans and trials](/billing/plans-and-trials).
</Note>

## Manage clients

Each card on **Clients** shows the plan and a health badge (**Healthy**, **Needs
attention**, **At risk** or **No billing data**). It also shows **Your client
pays**, **You make**, usage bars for **Texts**, **Email** and **AI**, and the
member count. **Open workspace** switches you into the client's workspace (the
one you are in reads **Current workspace**). **More actions** offers **View
pricing**, **Open workspace**, **Getting started checklist** and **Save as Setup**.

The checklist tracks the client's first steps. Six items — from **Plan chosen**
to **Team member invited** — complete automatically; **Branding reviewed
together** is one you tick off yourself.

## How agency roles differ from workspace roles

| Agency role | What it allows                                                                                               |
| ----------- | ------------------------------------------------------------------------------------------------------------ |
| **Owner**   | Everything, including the suggested-pricing rule, connecting Stripe and starting or stopping client billing. |
| **Admin**   | Add clients, set prices, manage setups and branding, view activity.                                          |
| **Staff**   | See only the client workspaces they are a member of; view setups.                                            |

Inside a client workspace you act with your **workspace**
[role](/getting-started/glossary#role), so the usual
[roles and permissions](/getting-started/users-roles) apply. Your client's
members never see agency prices or margins.

<Note>
  There is no screen for adding agency Admins or Staff yet; the person who
  creates the agency is its only member.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="Can I have more than one agency?">
    No. Each user belongs to one agency; creating a second is rejected.
  </Accordion>

  <Accordion title="Does my client know an agency manages their workspace?">
    Only through branding. Prices, costs and margins are never shown in a client
    workspace.
  </Accordion>

  <Accordion title="Can I add an existing workspace as a client, or remove one?">
    Not from the console. Client workspaces are created with **Add Client**,
    and there is no remove action today.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I don't see My Agency in the sidebar">
    The entries appear only once you belong to an agency. Go to `/agency`
    directly to create one.
  </Accordion>

  <Accordion title="A client shows No plan yet or No billing data">
    The workspace has no active plan, or billing data could not be fetched just
    now. Open the workspace, check its billing, then refresh the console.
  </Accordion>
</AccordionGroup>

<Card title="Set your prices" icon="dollar-sign" href="/agency/pricing-and-rebilling">
  Decide what each plan costs your clients and get paid through your own Stripe account.
</Card>