When you log in to Clients.ai, you're landing directly in your Command Center. This is your dashboard—your main control room. You can see everything happening in your business at a glance. The design is simple on purpose, because complexity is the enemy of execution. You’ll see either a sidebar or a menu across the top—that's how you get around. Let’s break down exactly what you’ll find:
Dashboard Home
Think of this as your business's heartbeat. It's your real-time summary, your pulse-check. You log in and immediately know:
How many leads came in today?
How many emails went out?
What's converting and what's not?
It also shows recent activities from your AI Agents. If an Agent completes a task or a new lead pops in, you’ll see it live. This is how you stay connected to your growth at every moment, zero guesswork.
Agents
Agents are your AI workforce. This is where you meet, train, and manage them. You can preview existing Agents or quickly add new ones tailored exactly to your needs. They fall into three categories:
Traffic Agents find and feed leads into your system.
Conversion Agents build trust and convert leads into buyers. Always personalized and handed off from Traffic Agents, the more you add the more tools they can use—guides, quizzes, audits, and more. They wrap your core offer in valuable content so prospects buy without feeling sold to.
Follow‑Up Agents keep leads warm over time. They slot into sequences (e.g. a 7‑day new‑lead flow or your newsletter at weekly, bi‑weekly, or monthly intervals). They won’t override higher‑priority campaigns. They test and cycle the best Conversion Agents based on results, continually providing value and sending leads back into your funnels.
No coding required: just a simple drag and drop interaction.
Training information: Double check your company info, target audience, and offer descriptions. Your agents find it on their own but you can confirm or make adjustments by clicking your profile icon in the top right corner; then look at your business, target audience, and offers. Make any edits you think will help your Agents better serve you. Add testimonials for better results.
The result is your audience builds itself, you get better conversations, and a bigger pipeline.
This means more leads, better conversations, and a clearer pipeline.
Flows (Campaign Editor)
Flows replace traditional campaigns and funnels. This is where you orchestrate your complete AI-powered conversion sequences:
Select Your Offer: At the top of the Flows page, pick the product or service you’re promoting. You can add bonuses, guarantees, and fully customize how your offer is presented.
Drag & Drop Agents: In the Configure view, drag Traffic, Conversion, and Follow‑Up agents into their respective columns:
Traffic Agents attract and feed leads. Preview scheduled social posts and DMs right in the sidebar, and set how often they post or send messages.
Conversion Agents auto‑generate their own opt‑in funnel with a custom landing page based on the lead magnet you choose. Click any text to tweak headlines, bullet points, CTAs, or urgency settings—everything is editable in‑place.
Follow‑Up Agents nurture and retain. Choose a 7‑day sequence, newsletter cadence (weekly, bi‑weekly, monthly), or enable Infinity Mode to keep sending fresh value indefinitely. Set how often they touch each lead without overriding higher‑priority flows.
Configure Agent Settings: Click any agent to adjust guardrails, tone, and urgency levels so your AI stays on brand.
Simulate the Flow: Hit Simulate to preview the entire journey from your lead’s perspective—see landing pages, emails, posts, and messages exactly as they will appear. We recommend leaving the flow as is once you’re happy, and spending your time serving the clients your agents bring in.
Launch Your Flow: When everything looks right, toggle Active or click Done to activate your flow. From there, let the AI handle execution while you focus on closing deals.
Everything is built to get you up and running in minutes—just drag, drop, tweak, and go live. Zero confusion; maximum clarity and control.
Everything is built to get you up and running in minutes—just drag, drop, tweak, and go live. Zero confusion; maximum clarity and control.
Quick-Start Method
Use this roadmap to get running fast:
Dashboard Home for your high-level insights.
Agent Builder to optimize your AI team.
Flows to deploy targeted marketing and turn on your "new client tap". Literally push-button clients. Could not be easier.
Settings for training your agents, connecting your social media accounts, and making customizations.
Take a few minutes, get comfortable, and click around. Everything is built for you to get going quickly, without confusion.
If you're ever stuck or not sure where to find something, hit the search or help icon inside Clients.ai.
The entire goal is to put power and clarity in your hands immediately, because more clarity means more action, more clients, and more revenue.
Go ahead, dive in, and see exactly how easy getting results can be. Get in touch at care@clients.ai if you have any questions.