Set up a client company
10 min
Each client of your agency is a company in Fabiana. What you write on its page is what the AI works with, so fill it in before the first order.
Step 1 of 8
Create the company
Contacts → Companies → New company. Only the name is required. Click Create company in the bar at the bottom; the Brand, Assistant and Contacts tabs appear once it exists. On every tab, changes are kept only when you click Save changes in that bar (Discard drops them).
Good to know
AI credits per company
With Orders or the portal on, Contacts → Companies shows AI usage by company: credits this month and last month, AI replies, files read, versions and rounds.
Find a client fast
Press Cmd+K (Ctrl+K on Windows) anywhere in the dashboard. It searches conversations, contacts, assistants, companies (by name or by their brand brief), orders and knowledge, and also opens pages.
Ask about the client
Ask on the company opens Ask Fabiana for that client. It shows once the company has an assistant.
Next guides
Want to see it with your own assistant?
Sign in and try it, or ask for a demo and we will walk you through it.
Request a demo