Visible only to platform administrators (super_admin). If you don’t see Clients in your sidebar, this page doesn’t apply to you.

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What it does

Manages every client workspace on the platform: creating new ones, adding their domains, adjusting plan/status, and tuning each one’s default AI model.

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Why you should use it

It’s the only place a new workspace or a new domain gets created — see Initial Setup for the full walkthrough.

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Where to find it

Sidebar → Clients (under Manage).

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What information you must enter

See Initial Setup for the exact fields for creating a client and adding a domain.

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Step-by-step

1

Open Clients

Sidebar → Clients — a card per workspace, showing its status, plan, domain count, and monthly workflow-run limit.[SCREENSHOT NEEDED: Clients page grid of workspace cards]
2

Create a new client, or open an existing one

New client (top right) for a new workspace; click any card to open an existing one.
3

Inside a client: three tabs

Overview (edit name/plan/status/timezone, suspend or delete), Domains (add/remove domains), Model settings (default model, fallback model, monthly cost alert).

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What happens after each action

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How to understand the output

Each client card’s badges show its plan (starter/agency/enterprise/ white_label) and its real enforced limits (N domains, N runs/mo) — these aren’t aspirational, workflows are actually blocked once a limit is hit.

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What to do based on the output

If a client is near its workflow-run limit, either wait for the monthly reset or move them to a higher plan (Overview tab → Plan dropdown → Save).

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Common mistakes

  • Deleting a client without confirming with them first — it’s soft-delete (data survives), but access is cut immediately and this can’t be reversed from the dashboard.
  • Forgetting to note a new domain’s ID — see the warning in Initial Setup.

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Troubleshooting

“Platform admins only” shown instead of the page → your account isn’t super_admin. This isn’t a bug — day-to-day workspace management doesn’t need this level of access.