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Agency and client lead

Use client-separated workspaces, review roles, visible spend, and evidence-labeled deliverables.

1 min readDocs build Updated Jul 26, 2026

Start here

  1. Create one workspace per client.
  2. Invite reviewers with the least authority they need.
  3. Keep client source material and audience context inside that workspace.
  4. Show the synthetic evidence label in every deliverable.

Agency operations

Do not use the current Ingest page as a raw client-transcript pipeline. It handles completed studies and has important storage and deletion limits.

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