Client Overview
Understand the core business record, contact details, and connection tabs in user mode
What Client Overview Is For
Client Overview is the home page for the business record itself.
It helps you confirm:
- who the client is
- how to contact them
- which systems are connected
- which tabs and workspaces exist for this business
This is the page to open when you need the business record, not just the performance snapshot.
The Main Tabs
Depending on the business, the top tab row can include:
- Overview
- Knowledge Base
- Assets
- Agents
- Websites
- GBP
- Ads
- Connections
Why Connections Matter
Connections are one of the most important parts of user mode.
They decide what the rest of the platform can actually do.
If something feels empty, broken, or missing in another workspace, check connections before you assume the feature is bad.
Adding A Meta Or Reddit Ad Pixel
If a business runs Meta (Facebook/Instagram) or Reddit ads, its ad pixel needs to be on the live website so those platforms can see which visitors turn into customers.
On the Connections tab, find the Meta Pixel card:
- Type the Meta (Facebook) Pixel ID and, if it applies, the Reddit Pixel ID. Both come from that ad platform's own dashboard, not from this app.
- Click Save pixel. This is the same pixel ID the Meta Ads agent uses, so you only need to enter it once.
- Under Inject into site, find the website and click Inject pixel.
Clicking Inject pixel doesn't change the site instantly. It starts a Command run that edits the site's code, saves the change, and waits for the site to redeploy — all on its own. A yellow banner shows this is happening, with an Open Command link.
Come back later, or click Open Command to watch it work. Once Command finishes and the banner clears, the pixel is live on the site — no extra step needed, and no need to click Inject pixel again for that site unless the pixel ID changes.
AI Image Generation Policy
The Overview tab includes an AI image generation control for Command — Always allowed, Ask first, or Disabled. This is the same account-wide setting the business owner sees in their own portal Settings, not a separate one for your login — whoever changes it last is the one that applies.
Only Always allowed skips the approval step — Ask first and Disabled both mean Command checks with you first before generating an image.
What To Check In The Overview First
Start with:
- business name
- contact details
- primary identifiers
- agent or workspace assignments
- last update timing
Best Tab Logic
Use this shortcut:
- need business facts -> Overview
- need documents -> Knowledge Base
- need files or media -> Assets
- need live systems -> Connections
- need websites or local listings -> Websites or GBP
Best Workflow
- Confirm you are in the right business record.
- Check contact and system details.
- Review connection health.
- Jump into the exact tab that matches the job.