> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theagencyengineer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Product guides

> Map of The Agency Engineer — workspace, operations, AI, and admin screens.

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.

## Workspace

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

<CardGroup cols={1}>
  <Card title="All Accounts" icon="table-cells" href="/product/all-accounts">
    Monitor every business in one table — leads, CPL, CPBC, CAC, spend, and contract value — with FB/GHL connection chips per row.
  </Card>
</CardGroup>

## Operations

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

<CardGroup cols={2}>
  <Card title="Dashboard playbook" icon="layout-dashboard" href="/product/dashboard">
    Customizable widget dashboard — KPIs, funnel filter, layouts, and drilldowns.
  </Card>

  <Card title="Customize dashboard" icon="grid-3x3" href="/product/dashboard/customize-layout">
    Edit layout, multiple dashboards, and client-visible layouts.
  </Card>

  <Card title="Ads Manager" icon="rectangle-ad" href="/product/ads-manager">
    Drill into Meta Ads campaigns, ad sets, and ads. Pause, resume, and adjust budgets when your **My account** Facebook connection is active.
  </Card>

  <Card title="CRM" icon="address-card" href="/product/crm">
    Per-business CRM with Leads, Calls, and Sales tabs powered by GoHighLevel and enriched with Stripe data.
  </Card>

  <Card title="Reports" icon="file-chart-column" href="/product/reports">
    Period-over-period Performance comparison and a Creatives leaderboard with AI analysis.
  </Card>
</CardGroup>

## AI

AI-assisted features powered by your agency token balance.

<CardGroup cols={2}>
  <Card title="AI Assistant" icon="sparkles" href="/product/ai-assistant">
    Per-business chat that knows the data behind the Dashboard, Ads Manager, and CRM.
  </Card>

  <Card title="AI Optimizer" icon="wand-magic-sparkles" href="/product/ai-optimizer">
    Daily AI-generated pause, budget, and advisory recommendations with post-apply performance tracking.
  </Card>

  <Card title="Monday Reports" icon="calendar-week" href="/product/monday-reports">
    AI-generated weekly recaps with system default or custom templates, plus per-business automation.
  </Card>
</CardGroup>

## Admin

Configuration that affects the whole business or workspace.

<CardGroup cols={1}>
  <Card title="Settings" icon="gear" href="/getting-started/integrations">
    Per-business settings: **Data Sources** (Facebook, GHL, Stripe, Clarity), Tracking, KPIs & Budget, Appointments, Funnels, Lead Question, Client management, and Rules.
  </Card>
</CardGroup>

## 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.

## Where to go next

<CardGroup cols={2}>
  <Card title="Getting started" icon="rocket" href="/getting-started">
    Sign up, add your first business, and connect Facebook and GoHighLevel.
  </Card>

  <Card title="Integrations" icon="plug" href="/getting-started/integrations">
    Connect Facebook, GHL, Stripe, and Clarity per business.
  </Card>
</CardGroup>