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Browse help articles for Agency OS and Blueprint Training, or get in touch with the support team. All in one place.
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🚀
Getting Started
Logging in, your first workspace, adding clients and inviting the team.
4 articles
📊
Pipeline & CRM
Leads, deal stages, follow-ups, proposals and the lead record.
2 articles
🗂️
Clients & Projects
Client records, sprints, tasks, deliverables, content and links.
4 articles
📈
Performance Reporting
Connecting data sources, fixing empty reports, refreshing and sharing.
7 articles
✨
Claude Connector
Connecting Agency OS to Claude and Claude Code, and what it can do.
3 articles
👥
Team & Access
Roles, permissions, invites and the Team utilization view.
4 articles
💳
Billing & Account
Subscriptions, paused workspaces, claiming a subscription, exports.
3 articles
🔌
Integrations
Windsor.ai, Ahrefs, Google Drive, the link workbook and API keys.
2 articles
Recommended help articles
Browse all →Getting Startedfrom the Help Center
How to log in to Agency OS
Where to sign in, how workspaces work, and what to do if you belong to more than one agency.
Getting Startedfrom the Help Center
A tour of Agency OS: what lives where
A map of the app so you know which tab to open for pipeline, clients, projects, reporting, admin and settings.
Getting Startedfrom the Help Center
Adding your first client
Create the client, set the website, connect data sources and apply a project plan.
Pipeline & CRMfrom the Help Center
Using the Pipeline: stages, leads and follow-ups
How the deal board works, what's on a lead card, and how Deal Won turns into a client.
Clients & Projectsfrom the Help Center
Projects, sprints, tasks and deliverables explained
The hierarchy Agency OS uses for client work and how to run it from the Tasks and Deliverables tabs.
Clients & Projectsfrom the Help Center
The Links tab is empty
The Links tab matches backlinks from your central link workbook to the client's website domain. Two things have to be true.
Performance Reportingfrom the Help Center
Connecting a client's data sources (the Data tab)
Every report section is powered by an account ID on the Data tab plus a matching connection in Windsor.ai.
Performance Reportingfrom the Help Center
My performance report is empty or says "not connected"
Five causes, in the order to check them, and the fix for each.
Performance Reportingfrom the Help Center
Local Services Ads (LSA) isn't showing in Paid Search
LSA is a channel inside Google Ads, not a separate connector. Here's what that means for setup.
Performance Reportingfrom the Help Center
Data is stale or the report won't refresh
How caching works, what the freshness chip means, and how to force a fresh pull.
Claude Connectorfrom the Help Center
Connecting Claude to Agency OS
Add Agency OS as a custom connector in Claude, authorize it, and test with "list my clients".
Claude Connectorfrom the Help Center
Claude says "not connected" or won't authorize
Three causes: wrong URL, no default workspace, or the connector isn't enabled for the chat.
Team & Accessfrom the Help Center
I can't see the Pipeline or Admin tab
This is role-based access working as designed. Here's how an admin fixes it.
Billing & Accountfrom the Help Center
My workspace is paused, or it says it couldn't find my subscription
Your data is never deleted. Here's what the states mean and how to get back in.
Integrationsfrom the Help Center
Integrations and API keys: Windsor.ai, Ahrefs, Local Falcon, DataForSEO, GBP
Where keys go, how they're stored, and which features each one powers.
Getting Startedfrom the Help Center
Inviting your team
Add teammates, choose their role, and send (or copy) the invite link.
Pipeline & CRMfrom the Help Center
Pipeline metrics and the Deal Velocity funnel
Where to see new leads, qualified, won, close rate, churn and net-new MRR.
Clients & Projectsfrom the Help Center
Running content production from the Content tab
A production kanban per client, from topics to published, with subtasks and owners.
Clients & Projectsfrom the Help Center
Sharing a read-only report with a client
Create a public report link, choose which sections appear, and optionally protect it with a passcode.
Performance Reportingfrom the Help Center
Google Ads or Meta Ads data isn't pulling, or spend dropped to zero
Missing account ID, no data in range, or Windsor not connected. Plus what the amber spend warning means.
Performance Reportingfrom the Help Center
SEO trend, CPA or CPL columns are blank on the Clients list
The roster columns are downstream of the same Windsor connections as the reports.
Performance Reportingfrom the Help Center
GBP, call tracking, AI-referral or organic social section is empty
Each of these needs its own ID on the Data tab and the matching source connected in Windsor.
Claude Connectorfrom the Help Center
What you can ask Claude to do in Agency OS
Examples of work you can hand off once the connector is live.
Team & Accessfrom the Help Center
Roles and permissions: Admin, Sales, Member
What each role can see and where roles are set.
Team & Accessfrom the Help Center
A team member didn't get their invite or can't log in
Invites can land in spam. Resend, or copy the accept link and send it yourself.
Team & Accessfrom the Help Center
Reading the Team workload view
A monthly capacity-versus-load matrix across every project, and a per-person task list.
Billing & Accountfrom the Help Center
Exporting your data
Where to export from, and what's included.
Billing & Accountfrom the Help Center
How Agency OS relates to your Blueprint Training membership
One membership covers the software, the training, coaching and the community.
Integrationsfrom the Help Center
Google Drive folders or push-to-Sheets isn't working
Usually Google isn't connected, or the grant has aged out and needs a reconnect.
💬
Have a training or coaching question?Post in the Blueprint Training community or bring it to a live coaching call.
✨
Using Claude with Agency OS?Once the connector is set up, you can ask Claude to diagnose most report and data issues directly.