- Your home screen is a client portfolio, not a single business dashboard
- Each client gets its own workspace, and their Sites live inside it
- Billing rolls up to the agency level, not to each individual client
Creating the agency account
When you sign up at app.onsomble.ai, the first question is “Who are you setting up Onsomble for?” Choose the option for agencies managing AI discovery across many clients. Onsomble then asks for your agency’s website, researches it, and presents an editable profile of your agency: who you are, what you do, and the services you offer. Review it, correct anything that’s off, and confirm. You’ll land in your client portfolio, ready to add clients.Signed up as a business account by mistake? You can switch freely until you
add your first client or site. After that, contact
[email protected] and we’ll move you over.
What to set up before onboarding clients
None of this is blocking (you can add your first client immediately), but a short planning session pays off by the fifth or sixth client:- A client naming convention. Use each client’s business name verbatim so the portfolio stays scannable as it grows and any colleague can find any client.
- A scan cadence default. Decide what cadence you’ll run for active versus lower-touch clients, so per-client setup is a decision you’ve already made. See Schedule.
- A prompt strategy habit. For clients in similar industries you’ll reuse similar prompt structures: the prompt strategy wizard makes regenerating a proven structure for a new client fast.
What’s next
Adding a client
From a client’s website URL to their workspace in a couple of minutes.
Portfolio management
Work efficiently across many clients: the portfolio view and triage habits.