Platform Navigation

There are four main sections in the top navigation bar: Brands, Create, Advertise, and Social. Your account settings and profile are accessible from the avatar in the top-right corner.

Brands

The Brands section is where you manage workspaces (also called brands) — one per client or business. Each workspace holds its own ad account connections, brand context, and campaign history.

At the top of the Brands section you'll see four tabs:

Home

Your full list of workspaces. Click any workspace to expand it and access:

• Connected Accounts — shows all platforms linked to this workspace (Meta, Google, TikTok, etc.) with connection status and the option to disconnect or switch accounts
• Brand Info — name, website, logo, colors, industry
• Brand Voice — tone and messaging style used for AI-generated ad copy
• Products / Services — what you're advertising; used by AI to generate relevant creatives and copy

To switch into a different workspace, use the Switch button next to it. The currently active workspace is shown in the top-right corner of every page.

Agency

Agency-level settings for managing clients and white-labeling. Contains five sub-tabs:

• Integrations — Custom Domain, GoHighLevel, and Flowtrack setup
• Customize — white-label branding: logo, colors, login page
• Resources — notification settings and agency-level preferences
• Client Billing — Stripe-powered billing for charging clients (fixed, percentage, or hybrid)
• Link Bridge — automated flow for connecting client Meta Business Managers without manual access steps

Teams

Invite team members and manage their access. Each member is assigned a role (Owner or Admin) and can be given access to all workspaces or specific ones only.

Reporting

A cross-workspace performance overview for agencies. See all client results in a single table, filterable by metric — Clicks, Impressions, Spend, Leads, Conversions, CTR, CPC, Cost Per Conversion — and by date range. Sortable by client and platform (Facebook Ads, Google Ads, TikTok Ads, LinkedIn Ads).

Create (Creative Hub)

The Creative Hub is where you build, store, and manage creative assets. It's split into three tabs:

Creative

Tools for generating and importing creative assets:

• Import — upload images/videos or connect existing creative sources
• Product Ads — turn product images into ads
• Smart Creative — AI-generated image and video creatives using brand colors and presets
• AI Avatars — UGC-style video ads with creator-style avatars
• Ad Copy — AI-generated copy for any platform
• AI Images — text-to-image generation for ad visuals

All generated assets are saved to your Library below, where you can organize them into folders, view Collections, and launch them directly into campaigns.

Research

Audience and keyword planning tools:

• Keyword Explorer — discover, plan, and save keyword groups for search campaigns
• Meta Audience — build and save shareable Meta audiences
• Google Audience — build and save shareable Google audiences

Saved audiences from Research are available as presets when creating campaigns.

Full Ad Templates

Platform-specific full ad templates — pre-built campaign formats for Google, Meta, TikTok, LinkedIn, Snapchat, Bing, and Spotify. Select a platform to browse and launch directly from a template.

Advertise

The Advertise section is the main campaign management area. It has three main tabs — Reporting, Optimizations, and Leads — plus a Launch area at the top.

Launch area

Platform tiles at the top of the page — Meta, Google, TikTok, LinkedIn, Spotify, Bing, Snapchat, Direct Mail, and a Preview Platforms option showing upcoming channels. Select any platform to start creating a new campaign.

Reporting

Your campaign results, organized by platform. Use the platform sub-tabs (Meta, Google, TikTok, LinkedIn, Spotify, Bing, Snapchat, Direct Mail, Groups) to filter. The campaign table shows Status, Campaign name, Optimize status, Budget, Spend, Impressions, Clicks, Results, and CTR. Use the date range picker and Columns selector to customize what you see. An Alerts badge flags campaigns that need attention.

Optimizations

Three AI-powered optimization tools:

• Optimize for Me — automatically improves creatives and audience targeting on Meta and Google using machine learning. Requires at least 7 days of campaign data.
• Budget Optimizer — reallocates budget across platforms based on performance. Groups campaigns and moves spend toward top performers.
• Rules — set automated rules for scaling, pausing, or adjusting campaigns based on performance thresholds.

Leads

A unified leads inbox for campaigns using instant lead forms. View and manage leads captured from Meta, LinkedIn, and TikTok lead ads in one place. Shows total leads, estimated opportunity value, and links to create new lead ad campaigns. Filterable by page and platform.

Social

Schedule and manage organic social posts across platforms. Select a platform — Facebook, Instagram, LinkedIn, TikTok, or YouTube — to create a post. Twitter, Google, Pinterest, and Reddit are coming soon.

Posts can be organized into folders. Switch between three views: Calendar (chronological schedule), All Posts (full content list), and Draft Posts (unpublished drafts). Each post shows its status: Published, Scheduled, Failed, or Draft.

Profile and account settings

Click your avatar or workspace name in the top-right corner to access:

• Current Brand / Switch Brand / Add Brand — quickly switch the active workspace or create a new one without leaving any page
• Profile — change your account language and toggle the Guided Product Tour
• Pricing — view your current plan and upgrade options
• Resources — a library of platform tutorial videos (Advertise Area Upgrades, Creative Hub, AI vs Meta, How to Connect Ad Accounts, and more) and Playbooks for strategic guidance
• Team — shortcut to the Teams tab in Brands
• Billing — manage your subscription, payment method, and invoices
• Help Center — opens this help center
• Log out