Add a client from its website and filtrat drafts the client's company profile and ICPs for you.
Add a client
- Open Settings → Manage workspaces (or, once you have two, the workspace switcher → New client).
- Enter the client's website, like
acme.com. The name is filled from it; change it if you like. - Press Create. We read the website, draft the company profile and suggest ICPs. This takes a minute or two.
- Press Open to start working in the new client.
No website? Leave it empty and type a name. You can fill in the profile later in Targeting.
If your plan has no room for another client, archive one you no longer work for or upgrade. See Limits and archiving.
Switch between clients
The workspace switcher sits at the bottom of the sidebar, above your account. Click it and pick a client. On a phone it's at the top of the screen.
You stay on the same page: Leads shows that client's lead lists, Signals its monitors, and so on. If you were inside a list, you go back to the list of lists.
All clients
Pick All clients in the switcher to see every client's lead lists, company lists and monitors together. Each row shows which client it belongs to.
All clients is for looking. To create a list or a monitor, or to open Targeting, pick a client first: everything new belongs to one client.
Rename a client or change the default
In Settings → Manage workspaces, open the ⋯ menu on a client:
- Rename changes the name shown in the switcher.
- Make default makes it the workspace you land in, and the one API calls and AI agents use when they don't name a client.