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The Agency Engineer’s left sidebar is grouped into four sections. Use this overview as a map: each item below links to the guide that explains the screen behind it.

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Workspace

Top-level views across every client business in your agency.

All Accounts

Monitor every business in one table — leads, CPL, CPBC, CAC, spend, and contract value — with FB/GHL connection chips per row.

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Operations

Day-to-day work inside the currently selected business (top-left Business Space selector).

Dashboard playbook

Customizable widget dashboard — KPIs, funnel filter, layouts, and drilldowns.

Customize dashboard

Edit layout, multiple dashboards, and client-visible layouts.

Ads Manager

Drill into Meta Ads campaigns, ad sets, and ads. Pause, resume, and adjust budgets when your My account Facebook connection is active.

CRM

Per-business CRM with Leads, Calls, and Sales tabs powered by GoHighLevel and enriched with Stripe data.

Reports

Period-over-period Performance comparison and a Creatives leaderboard with AI analysis.

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AI

AI-assisted features powered by your agency token balance.

AI Assistant

Per-business chat that knows the data behind the Dashboard, Ads Manager, and CRM.

AI Optimizer

Daily AI-generated pause, budget, and advisory recommendations with post-apply performance tracking.

Monday Reports

AI-generated weekly recaps with system default or custom templates, plus per-business automation.

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Admin

Configuration that affects the whole business or workspace.

Settings

Per-business settings: Data Sources (Facebook, GHL, Stripe, Clarity), Tracking, KPIs & Budget, Appointments, Funnels, Lead Question, Client management, and Rules.

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Header controls

A few controls live at the top of every page, not in the sidebar:
  • Business Space selector (top-left) — Switch between the client businesses you have access to.
  • Search — Find a business, campaign, contact, or report by name.
  • Tokens widget (bottom-left) — Live view of your remaining AI token balance and percentage remaining.
  • Theme toggle, settings, notifications, broadcasts, profile (top-right) — Personal account controls.

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Where to go next

Getting started

Sign up, add your first business, and connect Facebook and GoHighLevel.

Integrations

Connect Facebook, GHL, Stripe, and Clarity per business.

All Accounts: list of businesses

Monitor every client business in one table with leads, CPL, CPBC, CAC, spend, and contract value at a glance.

AI Assistant

Chat with the AI Assistant about a single business's data, campaigns, leads, and performance metrics.

AI Optimizer

Per-business AI suggestions — pause, budget changes, and advisories — with manual generation and post-apply performance tracking.

Dashboard

Dashboard playbook

Customizable per-business KPI dashboard — date range, funnel filter, widgets, drilldowns, and layouts.

Customize dashboard layout

Create dashboards, add widgets, drag-and-resize layouts, and share views with clients.

Dashboard widgets

Reference for Key metrics, Report, Period compare, Best performing ads, and Attribution widgets.

Ads Manager

Ads Manager overview

Per-business view of every Facebook campaign, adset, and ad joined to GHL pipeline data.

Tree Table Structure

Campaign → Adset → Ad hierarchy, on/off toggles, row colour cues, and the timezone/KPI status strip.

Columns and drilldowns

Every Ads Manager column grouped by category and which numeric cells open record lists when clicked.

Advanced filters

Filter the Ads Manager tree by Campaign, Adset, or Ad scope with stacked field/operator/value rows.

AI recommendations

Daily Update Budget, Pause, and Advisory recommendations — evidence, predicted outcomes, and approval flow.

CRM

CRM overview

Per-business CRM with Leads, Calls, and Sales tabs powered by GoHighLevel and enriched with Stripe data.

Leads

Every GHL contact with qualification status, UTM attribution, and a Facebook reporting toggle.

Calls

Booked appointments by calendar, status, and outcome — with attribution back to the lead source.

Sales

Closes, invoices, and orders with Contract Value and Cash Collected per contact.

Reports

Reports overview

Two report views per business: Performance comparison across periods and a Creatives leaderboard with AI analysis.

Performance report

Compare two periods side-by-side with target-aware KPI rows and an All-Periods average column.

Creatives report

Ad-level leaderboard with thumbnails, full creative details, and AI analysis of messaging themes, angles, tone, and audience hints.

Monday Reports

Monday Reports overview

AI-generated weekly recaps per business, using either the system default or your uploaded custom template.

Reports

Generate, preview, send, regenerate, and delete weekly AI-generated reports per business.

Monday Report Templates

Upload a sample report and the AI mirrors its structure for every future weekly report — or stick with the built-in Standard Weekly Recap.

Monday Reports Automation

Schedule Monday reports to generate and send automatically every week.