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REPORT ARCHIVE
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NEW CLIENT
Domain
Full URL of the deployed site (used for SERP, CWV, audits).
Who do they sell to (one sentence)
Top competitors (comma-separated)
CMS stack
— pick later —
GitHub repo (Vercel/Netlify/Next.js etc.)
WordPress
Webflow
Other / advisor mode
GitHub repo (owner/repo)
The bot account must be added as a Collaborator with Write access.
Trust level
L1 — Advisor (every action queues for approval)
L2 — Maintainer (technical fixes auto-ship as PRs)
L3 — Operator (+ meta auto-ships)
L4 — Pilot (+ new content auto-ships)
META ADS — agency / per-client mapping
You authenticate once at the agency level. The fields below tell us
which
Meta entities belong to
this
client.
Enable Meta Ads for this client
No — skip ads work on this client
Yes — this client is wired for Meta Ads
Meta Business ID
Optional. Numeric only. Found at business.facebook.com → Business settings → Business info.
Ad account ID (primary)
Required for ops. Format:
act_
followed by digits. One ad account per client.
Facebook Page ID
Required for ad creation. Numeric only. The Page that publishes ads under this account.
Pixel / Dataset ID
Optional. Numeric only. Required for conversion-objective campaigns + CAPI health checks.
Industry
— pick later —
Ecommerce
SaaS
B2B services
Consumer services
Education
Finance
Health
Hospitality
Real estate
Non-profit
Other
Drives
ads_insights_industry_benchmark
queries.
Currency
— pick later —
USD — US Dollar
EUR — Euro
GBP — British Pound
CAD — Canadian Dollar
AUD — Australian Dollar
AED — UAE Dirham
LBP — Lebanese Pound
SAR — Saudi Riyal
EGP — Egyptian Pound
JOD — Jordanian Dinar
QAR — Qatari Riyal
KWD — Kuwaiti Dinar
BHD — Bahraini Dinar
OMR — Omani Rial
Must match the ad account's currency in Meta. Cannot be changed after ad-account creation in Meta.
Mutation policy
Confirm each — chat asks before every create / update / activate (default)
Read-only — agent never calls a mutating tool for this client
Auto for low-budget — auto-approves changes below the daily-budget cap
Per-client safety lever. Supersedes the agent's global default for this client.
Max daily budget per ad set (USD)
Hard ceiling. Agent refuses to create an ad set above this and warns at 80%.
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Critical (≥ 7 d)
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reports
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VOICE SUMMARY
FULL REPORT
TEAM BRIEF
ARTIFACTS