Client profile
Each client's business details in agency accounts.
The Client profile brings together the business details of a specific client. It only appears when you work as an agency inside a client's account (active client context).
If you do not have an Agency plan or have not entered a client's account, this section is not shown. See the agency model.
What it is for
The profile details feed content generation just like the brand identity does: the client's tone, services, target audience and business context. That way, each client gets content tailored to their brand, not the agency's.
How to use it
- In My clients, switch the active context to the client you want to work with.
- Open the Client profile (
/dashboard/clientes/ficha). - Fill in and keep that client's business details up to date.
Best practices
- Fill in the profile before generating content for a new client.
- Keep in mind that what you create is always deducted from the agency's account, even though the details live under the client.