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Agency & clients3 min readUpdated

Add a client to Suede AI Agent Studio and start delivering in minutes

Quick answer

To add a client in Suede AI Agent Studio, open Clients, choose Audit a prospect, and enter the client name, website and contacts. Agent Studio creates the client hub, where you run the first audit, build the pitch packet and issue the client view. Healthcare practices get a checkbox that opens the Healthcare lane next.

What you'll have

  • A client hub with the site, contacts and file name saved
  • The first audit queued before your call
  • The client on a stage track with a clear next step
On this page
  1. How do I add a client or prospect?
  2. Which client fields matter most?
  3. What happens after I create the client?
  4. How many clients can I add?
  5. Questions

How do I add a client or prospect?#

Open Clients and select Audit a prospect. The form starts with the site you will audit, because every client begins with evidence.

Add your client

0 of 5 done

  1. Step 1: Open the new client form

    The form reads Start with the site you will audit. Enter the client name and website.
    Add a client

  2. Step 2: Add contacts

    Add the people you work with at this client. A contact without a name is saved under its email.

  3. Step 3: Set the file name

    The file name labels the packet and KPI downloads. Use lowercase letters, numbers and dashes, such as acme-dental.

  4. Step 4: Flag a healthcare practice

    Tick Healthcare practice to open the Healthcare lane next and set up NPI Registry and PubMed checks.

  5. Step 5: Select Create client

    The hub opens on Overview. Run the first audit before the call from the Audit lane.
    Open Clients

Which client fields matter most?#

The website matters most: audits, rank tracking and AI visibility all measure it.

New client fields
FieldWhat it drives
Client nameThe masthead on the packet (Prepared for) and the client view
WebsiteAudits, rank tracking and AI visibility measure this site
ContactsThe To line on the monthly update email and the CRM record
File nameNames the packet and KPI downloads
Healthcare practiceOpens the Healthcare lane next for NPI and PubMed checks

What happens after I create the client?#

The client lands on a four-step stage track: Audit, Pitch packet, Client view and Win the client, which becomes the Monthly loop once they sign. The Overview lane shows the next action, so you always know what to ship.

  1. Run the first audit in the Audit lane. Crawl 1 to 50 pages and add what you have seen yourself, such as missed calls or slow inbox replies.
  2. Build the pitch packet. Pick the findings to show and publish a plan under your brand and theirs.
  3. Issue the client view. Send a read-only link with the packet.
  4. Mark them active when they sign. Select Mark as active and the monthly loop starts.

How many clients can I add?#

The Studio plan includes 3 active client workspaces. Close a client you no longer serve to open a slot, or see pricing when your roster grows. A client over your allowance turns read-only and is never deleted.

Add your first client

Start with the site you will audit.

Add a client

Questions buyers ask#

Do I need a client's login to add them?

No. The audit reads public pages only and never changes the site. You add logins later, when a workflow needs a connection such as Search Console or the client's email.

Can I add a prospect who has not signed yet?

Yes. Every client starts as a prospect. Audit them, send the packet and the client view, then select Mark as active when they sign.

What happens to a client I stop working with?

Close the client to free the slot. Their audits, packets and history stay on record, and a client over your plan's allowance turns read-only rather than disappearing.

Can I import many clients at once?

Bring contacts in bulk through Import contacts, then create a client workspace for each account you deliver to. Snapshots copy a ready setup into each one.

Does adding a client cost credit?

Client workspaces come with your Studio plan. Credit covers metered work such as model runs and provider data, and every action shows its price before you click.

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