# The Agency Engineer Help Center

> Workspace setup, dashboard playbooks, product how-tos, and support for The Agency Engineer.

## Docs

- [Add a business and connect accounts](https://docs.theagencyengineer.com/getting-started/add-business.md): Set up each client business with Meta Ads and GoHighLevel to track campaigns, pipelines, and KPIs.
- [Compare plans](https://docs.theagencyengineer.com/getting-started/billing/compare-plans.md): Feature matrix across Free, Team, and Enterprise tiers for this demo help center.
- [Billing and plans](https://docs.theagencyengineer.com/getting-started/billing/index.md): Plans, invoices, and upgrades for your workspace.
- [Upgrade or downgrade your plan](https://docs.theagencyengineer.com/getting-started/billing/upgrade-downgrade.md): Change plans, proration, and limit changes for subscriptions.
- [Create your account](https://docs.theagencyengineer.com/getting-started/create-account.md): Sign up, verify your email, and choose the right organization type for your team.
- [Getting started](https://docs.theagencyengineer.com/getting-started/index.md): Create your account, secure access, and connect the product to the tools your team already uses.
- [Connect Microsoft Clarity](https://docs.theagencyengineer.com/getting-started/integrations/connect-clarity.md): Sync rage clicks, scroll depth, and engagement signals from Microsoft Clarity's Data Export API and use them in automation rules.
- [Connect GoHighLevel](https://docs.theagencyengineer.com/getting-started/integrations/connect-crm.md): Connect a GHL location per business, define lead qualification rules, and map revenue fields for accurate KPIs.
- [Connect Facebook (Meta Ads)](https://docs.theagencyengineer.com/getting-started/integrations/connect-facebook.md): Connect Meta Ads to each business, set a primary access token, and manage multiple Facebook connections per ad account.
- [Connect Stripe](https://docs.theagencyengineer.com/getting-started/integrations/connect-stripe.md): Connect a business's Stripe account to sync customers, products, and orders for revenue reporting.
- [Integrations overview](https://docs.theagencyengineer.com/getting-started/integrations/index.md): Connect Slack, CRMs, and custom tools using OAuth, webhooks, and partner connectors.
- [Sign-in and security basics](https://docs.theagencyengineer.com/getting-started/sign-in-security.md): Passwords, SSO, session length, and how we protect your workspace.
- [Workspace: teams, roles, and settings](https://docs.theagencyengineer.com/getting-started/workspace/index.md): Configure how people collaborate: membership, roles, and org-wide preferences.
- [Invite teammates to your workspace](https://docs.theagencyengineer.com/getting-started/workspace/invite-teammates.md): Send invites, assign initial roles, and manage pending invitations.
- [Roles and permissions](https://docs.theagencyengineer.com/getting-started/workspace/roles-permissions.md): Understand what admins, members, and custom roles can see and change.
- [Advanced filters](https://docs.theagencyengineer.com/product/ads-manager/advanced-filters.md): Filter the Ads Manager tree by Campaign, Adset, or Ad scope with stacked field/operator/value rows.
- [AI recommendations](https://docs.theagencyengineer.com/product/ads-manager/ai-recommendations.md): Daily Update Budget, Pause, and Advisory recommendations — evidence, predicted outcomes, and approval flow.
- [Columns and drilldowns](https://docs.theagencyengineer.com/product/ads-manager/columns.md): Every Ads Manager column grouped by category and which numeric cells open record lists when clicked.
- [Ads Manager overview](https://docs.theagencyengineer.com/product/ads-manager/index.md): Per-business view of every Facebook campaign, adset, and ad joined to GHL pipeline data.
- [Tree Table Structure](https://docs.theagencyengineer.com/product/ads-manager/tree-structure.md): Campaign → Adset → Ad hierarchy, on/off toggles, row colour cues, and the timezone/KPI status strip.
- [AI Assistant](https://docs.theagencyengineer.com/product/ai-assistant.md): Chat with the AI Assistant about a single business's data, campaigns, leads, and performance metrics.
- [AI Optimizer](https://docs.theagencyengineer.com/product/ai-optimizer.md): Per-business AI suggestions — pause, budget changes, and advisories — with manual generation and post-apply performance tracking.
- [All Accounts: list of businesses](https://docs.theagencyengineer.com/product/all-accounts.md): Monitor every client business in one table with leads, CPL, CPBC, CAC, spend, and contract value at a glance.
- [Calls](https://docs.theagencyengineer.com/product/crm/calls.md): Booked appointments by calendar, status, and outcome — with attribution back to the lead source.
- [CRM overview](https://docs.theagencyengineer.com/product/crm/index.md): Per-business CRM with Leads, Calls, and Sales tabs powered by GoHighLevel and enriched with Stripe data.
- [Leads](https://docs.theagencyengineer.com/product/crm/leads.md): Every GHL contact with qualification status, UTM attribution, and a Facebook reporting toggle.
- [Sales](https://docs.theagencyengineer.com/product/crm/sales.md): Closes, invoices, and orders with Contract Value and Cash Collected per contact.
- [Dashboard playbook](https://docs.theagencyengineer.com/product/dashboard.md): Customizable per-business KPI dashboard — date range, funnel filter, widgets, drilldowns, and layouts.
- [Customize dashboard layout](https://docs.theagencyengineer.com/product/dashboard/customize-layout.md): Create dashboards, add widgets, drag-and-resize layouts, and share views with clients.
- [Dashboard widgets](https://docs.theagencyengineer.com/product/dashboard/widgets.md): Reference for Key metrics, Report, Period compare, Best performing ads, and Attribution widgets.
- [Product guides](https://docs.theagencyengineer.com/product/index.md): Map of The Agency Engineer — workspace, operations, AI, and admin screens.
- [Monday Reports Automation](https://docs.theagencyengineer.com/product/monday-reports/automation.md): Schedule Monday reports to generate and send automatically every week.
- [Monday Reports overview](https://docs.theagencyengineer.com/product/monday-reports/index.md): AI-generated weekly recaps per business, using either the system default or your uploaded custom template.
- [Reports](https://docs.theagencyengineer.com/product/monday-reports/reports.md): Generate, preview, send, regenerate, and delete weekly AI-generated reports per business.
- [Monday Report Templates](https://docs.theagencyengineer.com/product/monday-reports/templates.md): Upload a sample report and the AI mirrors its structure for every future weekly report — or stick with the built-in Standard Weekly Recap.
- [Creatives report](https://docs.theagencyengineer.com/product/reports/creatives.md): Ad-level leaderboard with thumbnails, full creative details, and AI analysis of messaging themes, angles, tone, and audience hints.
- [Reports overview](https://docs.theagencyengineer.com/product/reports/index.md): Two report views per business: Performance comparison across periods and a Creatives leaderboard with AI analysis.
- [Performance report](https://docs.theagencyengineer.com/product/reports/performance.md): Compare two periods side-by-side with target-aware KPI rows and an All-Periods average column.
- [Delete your account](https://docs.theagencyengineer.com/support/account-data/delete-account.md): Understand deletion impact and required confirmations.
- [Export your data](https://docs.theagencyengineer.com/support/account-data/export-data.md): Request exports, formats, and retention notes for your data.
- [Account and data](https://docs.theagencyengineer.com/support/account-data/index.md): Export your data and understand account deletion.
- [Contact support](https://docs.theagencyengineer.com/support/contact-support.md): Channels, severity levels, and what to include in a support request.
- [Support and policies](https://docs.theagencyengineer.com/support/index.md): Get help, check status, troubleshoot, and review legal information.
- [Legal and compliance](https://docs.theagencyengineer.com/support/legal/index.md): Terms, privacy, regions, and compliance topics in this demo.
- [Data processing addendum](https://docs.theagencyengineer.com/support/legal/privacy/dpa.md): Demo DPA overview for controllers and processors.
- [Privacy and GDPR](https://docs.theagencyengineer.com/support/legal/privacy/index.md): Privacy policy, DPA, and subprocessors for this demo.
- [Privacy policy](https://docs.theagencyengineer.com/support/legal/privacy/privacy-policy.md): Demo privacy policy for this help center.
- [Subprocessors](https://docs.theagencyengineer.com/support/legal/privacy/subprocessors.md): Illustrative list of subprocessors for this demo.
- [APAC](https://docs.theagencyengineer.com/support/legal/regions/apac.md): APAC considerations for this demo help center.
- [EU data residency](https://docs.theagencyengineer.com/support/legal/regions/eu-residency.md): EU data residency options in this demo help center.
- [Regional specifics](https://docs.theagencyengineer.com/support/legal/regions/index.md): Data residency notes for EU, US, and APAC in this demo.
- [US data residency](https://docs.theagencyengineer.com/support/legal/regions/us-residency.md): US data residency notes for this demo.
- [Terms of service](https://docs.theagencyengineer.com/support/legal/terms-of-service.md): Demo terms of service for this help center template.
- [Status and incidents](https://docs.theagencyengineer.com/support/status-incidents.md): Where to find live status and how incidents are communicated.
- [Troubleshooting](https://docs.theagencyengineer.com/support/troubleshooting/index.md): Fix common login and performance problems.
- [Login issues](https://docs.theagencyengineer.com/support/troubleshooting/login-issues.md): Resolve password resets, SSO failures, and session problems.
- [Performance issues](https://docs.theagencyengineer.com/support/troubleshooting/performance-issues.md): Diagnose slowness, large pages, and network constraints.

## Optional

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