How do I edit a client's clone?

Working inside a client workspace

Switching, the Acting as chip, and why tabs behave the way they do.

Open a client from the Clients list, or use the switcher in the header. The whole dashboard switches to them: their clones, their knowledge, their conversations, their analytics.

The workspace switcher open, showing a section headed Your workspace with the agency selected and a tick beside it, then a section headed Clients listing three client workspaces — Your own workspace sits above the clients, so you always know which one you are about to enter.

While you are in a client, the header shows an Acting as chip so you always know whose product you are looking at.

Clients and Templates disappear

Both vanish from the sidebar while you are acting as a client. You are inside their product, and your client list is not part of it.

Two tabs, two clients

The client you are acting as is per tab. You can work on one client in one tab and a different client in another, and neither will change under you.

The trade is that a brand new tab starts on your own workspace rather than remembering the last client. That is the safer default: the alternative was doing work in the wrong client and not noticing.

Reading the client list

The list is also your usage report. Pick a month from the selector above it and every figure is for that calendar month, with a totals row at the bottom. Twelve months are available.

The Clients table with four client rows and an All clients totals row, showing columns for clones, conversations, messages and credits for the selected month, then last active and added dates, with Open, pause and remove controls at the end of each row — Credits are the billable column. The totals row appears once you manage more than one client.

Column	What it counts
Clones	How many they have built. Not tied to the selected month.
Conversations	Conversations started in the selected month.
Messages	Messages inside those conversations.
Credits	What they actually consumed. One credit per exchange, and the number you would bill from.
Last active	All time, not the selected month. A client dormant for six months shows as six months ago rather than blank.

Credits are the billable unit

Credits are the column to invoice from. Conversations and messages sit beside them because they answer a different question: a client with credits and no conversations is a different problem from a client with neither.

There is no rebilling built in. Nothing charges your client and nothing splits the invoice. This is the number, and what you do with it is yours.

We can show you a client's usage without opening their billing. The figures come back as monthly totals only, so an agency sees what a client consumed without being able to read the underlying records.

A client showing Never in Last active has been handed a login and has not used it. That is the one to call.