Choose your role
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Agency and client lead
Use client-separated workspaces, review roles, visible spend, and evidence-labeled deliverables.
Start here
- Create one workspace per client.
- Invite reviewers with the least authority they need.
- Keep client source material and audience context inside that workspace.
- Show the synthetic evidence label in every deliverable.
Agency operations
- Workspaces, team, and billing
- Delegate work safely
- Files and client deliverables
- Research plan within a budget
Do not use the current Ingest page as a raw client-transcript pipeline. It handles completed studies and has important storage and deletion limits.