Switch between clients
Use the workspace switcher at the top of the sidebar to jump between client dashboards without logging out. Each workspace is fully isolated — prompts, competitors, and history for one client never mix with another. That separation is essential when you serve competing brands in the same industry.Allocate your team
Assign team members to the specific workspaces they manage. Inviting analysts and account managers as members lets them run prompt libraries and analyze gaps without changing workspace-level settings, which keeps your data consistent across the roster. See Roles & permissions for details.Standardize to scale
A consistent framework across clients is what makes a large portfolio manageable:- Use the same category names and conventions in every workspace.
- Onboard new team members faster because every account looks familiar.
- Compare how similar categories perform across clients to spot broad shifts in AI behavior.