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

# Agency onboarding

> Set up an agency account and get the foundations in place before you onboard your first client.

An **agency account** is built for managing a portfolio of client Sites. It differs from a business account in how the whole app is organised:

* 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

This page covers getting the agency itself set up. For the end-to-end first-run walkthrough, see the [agency quickstart](/getting-started/quickstart-agency).

<Frame>
  <img src="https://mintcdn.com/onsombleai/0HIjPSCg-hoyf7Se/images/getting-started/quickstart-for-agencies.png?fit=max&auto=format&n=0HIjPSCg-hoyf7Se&q=85&s=6e95b87bf264cf846a44d47eeb426d06" alt="Agency setup during onboarding" width="1280" height="800" data-path="images/getting-started/quickstart-for-agencies.png" />
</Frame>

## Creating the agency account

When you sign up at [app.onsomble.ai](https://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.

<Note>
  Signed up as a business account by mistake? You can switch freely until you
  add your first client or site. After that, contact
  [support@onsomble.ai](mailto:support@onsomble.ai) and we'll move you over.
</Note>

## 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](/scans/schedule).
* **A prompt strategy habit.** For clients in similar industries you'll reuse similar prompt structures: the [prompt strategy wizard](/scans/prompt-library#the-prompt-strategy-wizard) makes regenerating a proven structure for a new client fast.

## What's next

<CardGroup cols={2}>
  <Card title="Adding a client" icon="user-plus" href="/for-agencies/adding-a-client">
    From a client's website URL to their workspace in a couple of minutes.
  </Card>

  <Card title="Portfolio management" icon="layers" href="/for-agencies/portfolio-management">
    Work efficiently across many clients: the portfolio view and triage habits.
  </Card>
</CardGroup>