Most of this page is for platform administrators (role super_admin). If you’re a regular team member joining an existing workspace, your workspace and domain are already set up — skip to Connecting integrations.

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The three levels

There is no dashboard flow for a brand-new user to create their own workspace or add their own domain. Both happen on the Clients page, which only platform administrators (super_admin) can see. If you don’t see Clients in your sidebar, you don’t have this permission — ask your administrator to set these up, or skip to Connecting integrations if they already have.

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Creating a workspace (platform administrators)

1

Go to Clients

Sidebar → Clients (under Manage). You’ll see a card for every workspace already on the platform.
2

Click 'New client'

Top right of the page.[SCREENSHOT NEEDED: New client dialog with Client name, Slug, and Plan fields]
3

Fill in the form

4

Click 'Create client'

The new workspace appears immediately in the Clients grid, with a status badge (usually active) and its plan limits shown as badges (domains allowed, workflow runs/month).

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Adding a project / domain (platform administrators)

1

Open the client

From Clients, click the workspace’s card to open its detail panel.
2

Go to the Domains tab

[SCREENSHOT NEEDED: Client detail panel with Overview / Domains / Model settings tabs]
3

Click 'Add domain'

4

Click 'Add domain'

The domain appears in the list. Write down (or share with the team member who’ll use it) the domain’s ID — the dashboard doesn’t display it visibly afterward, and it’s needed to trigger any workflow. See the note in Start Here → Step 4.
Tuning Model settings (the third tab: default AI model, fallback model, monthly cost-alert threshold) is optional — sensible defaults are already in place. Only change these if your administrator has a specific reason to (e.g. a different LLM provider for cost or quality reasons).

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Connecting integrations

Once a domain exists, any user with access to that workspace can connect its integrations from Settings in the sidebar. [SCREENSHOT NEEDED: Settings page showing a domain card with Connect buttons and a green Connected badge] Once connected, a domain shows a green Connected: google_search_console (or google_analytics_4) badge instead of the button. You’ll start seeing real data on the Analytics page within a day.

Next: Create Your First Project