Manage several businesses

Track more than one business or client from one account, and switch between them from the sidebar.

Steps

  1. Check your plan's business limit: Scale includes 3 businesses and Agency includes 10. Other plans include 1.

  2. In the sidebar, press + Add a business under your current business name.

  3. Fill in Add another business the same way as your first onboarding, and press Build my fact sheet.

  4. Use the Business menu at the top of the sidebar to switch businesses. Every page then shows the chosen business.

  5. If you reach your limit, the add link is hidden. Upgrade on Plan and billing to add more.

Tips

  • Each business has its own facts, questions, answers, gaps, plan, drafts and destinations.
  • Credits belong to your account and are shared across businesses.
  • The tracking log export is for the business you have selected.

Still stuck? Email us

Write to hello@aiknowsus.com. Tell us the page you were on and what you expected to happen.