Share the answer, not a pile of charts.
Give each client their own workspace and pass on analysis that explains what happened and why, with the sources right there to back it up.
Built for agencies
One workspace per client. No mix-ups.
Separate workspaces
Each client gets their own workspace with their own connections and context. Workspaces cannot read each other.
View-only client seats
Agency plans add view-only seats, so clients can read their own numbers without touching anything.
Answers they can trust
Every answer shows where its numbers came from, so clients can see the evidence instead of taking your word for it.
Write it the way your client reads it.
Ask for a summary in plain language, a short update for a busy founder, or a detailed breakdown for a marketing lead. Same data, different audience.
- Plain-language summaries
- Sources shown with every answer
- Each client's data kept separate
Try asking
Questions for client updates.
FAQ
Common questions.
No. Each client has their own workspace with their own connections, and workspaces cannot read each other.
Yes, on agency plans. View-only seats let clients read their own numbers without changing anything.
No. View-only seats can read, but only your team can manage connections and workspace settings.
Connect · Analyze · Act
Explore the rest of ConvoData.
Give every client a clear answer.
Set up a workspace per client and share analysis they can trust.