Client and pitch workspaces
A client workspace groups one client's brands, prompts, competitors, and AI answers. In the agency home Workspaces section, switch between Client and Pitch.
Choose a workspace type
Use a client workspace for ongoing monitoring and a pitch workspace for prospect analysis. Check the workspace name and brand before viewing or changing data. Organization membership and access to a client workspace are separate.
Check capacity
Check the available workspace slots, prompts, AI models, and pitch monitoring period against your plan. Current limits and additional charges are on the pricing page.
Convert a pitch
Converting a pitch keeps the workspace ID, prompts, and answers. You need an available client workspace slot. Check the prompt and AI limits before confirming the conversion.
For CLI instructions, see Pitch to client. See also Workspace monitoring settings and Subscriptions.