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Dashboard Overview
Your business command centre — live health score, revenue snapshot, and AI-powered insights.
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Business Score
Calculating...
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This Month Revenue
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AI Queries This Month
New to ClearAI HQ? 👋
Every section has a Guide button in the top-right corner. Or browse all 17 guides in the Help Center — search any topic to find answers instantly.
Quick Actions
Monthly Goals
Set your monthly goals to track progress
Smart Notifications
Loading insights...
AI Agents
Specialists that work on demand — run instantly, get results in seconds
Click ▶ Run Agents to instantly run Daily Monitor, Weekly Summary, Lead Tracker and more.
Recent Activity
Your activity will appear here as you use ClearAI HQ — send an AI message to get started
Business Profile
Fill in your profile — the AI uses this for every tool
0%
Edit →
What is AI Daily Briefing?
Every morning, the AI reads your business profile, goals and revenue data and generates a personalised briefing just for your business. It tells you what to focus on today, how your revenue is tracking, and one clear action to move forward. Click ↻ Refresh to generate a fresh one at any time.
Today's Briefing
Personalised for your business · refreshes daily
Preparing your daily briefing...
Powered by your business profile, goals & revenue data · cached daily
AI Business Adviser
Ask anything. Your AI adviser knows your business and gives expert answers in seconds.
ClearAI Business Adviser
Claude by Anthropic
I'm your dedicated ClearAI business adviser — and I'm not like other AI tools.

Every answer I give is built specifically for your business using your actual profile, goals, and target customers. No generic advice. No templates. No robotic filler.

I write like a senior business strategist who knows your business personally — direct, opinionated, and human-sounding.

Try asking: "What should I focus on this week?", "Write me an Instagram post", "How do I get my first 10 clients?", or anything else — and watch the difference.
Language
Voice character
James
Deep British · mature
Ryan
American Confident
Liam
American Warm
Charlotte
American Smooth · mature
Sophia
American Professional
Emma
American Bright
AI responses will appear here.
Click Save Output on any response to keep it.
Idea Lab
Phase 1 — Validate your business idea before investing time and money. AI scores viability and identifies opportunities.
Your Business Idea
Enter once — auto-fills every validation tool below
Shift+Enter for new line · Enter to analyse
Niche Finder
Phase 1 — Discover underserved markets where you can dominate with less competition.
Describe Your Business
Enter once — auto-fills every niche tool below
Shift+Enter for new line · Enter to discover
🕵️ Competitor Analysis
Phase 2 — Research your competition and find the gaps you can exploit.
Competitor Watch List
Save your top competitors for fast AI intel updates on demand
Add competitors above to start monitoring them
Customer Personas
Phase 2 — Build detailed profiles of your ideal customers with AI.
Describe Your Ideal Customer
Enter once — auto-fills every persona tool below
Shift+Enter for new line · Enter to build
SWOT Generator
Phase 2 — Analyse your business with a structured 6-step SWOT framework.
Business Objective
Define what you want to achieve with this SWOT analysis
💪
Strengths
⚠️
Weaknesses
🚀
Opportunities
⚡
Threats
📋 Business Plan
Phase 3 — Generate a complete investor-ready business plan in minutes.
Pitch Builder
Build your full investor pitch deck with AI in the dedicated Pitch Builder — each section beautifully designed
AI Tools
🎯 Pitch Builder
Phase 3 — Build a compelling investor pitch deck, section by section with AI.
Pitch Deck Builder
Generate each section with AI, edit inline, then export your complete pitch as a polished PDF
1
The Problem
What pain exists in the market? Who suffers from it and how urgently?
2
Our Solution
What do we offer? How does it uniquely solve the problem?
3
Market Opportunity
How big is the market? TAM, SAM, SOM with growth trajectory.
4
Business Model
How do we make money? Pricing, revenue streams, unit economics.
5
Traction
Current results, milestones, customers, revenue — proof it's working.
6
The Ask
What are you asking for? Investment amount, use of funds, vision.
🎯 Goals & OKRs
Phase 3 — Set measurable objectives and key results for your business.
Objectives & Key Results
Break your 90-day goal into measurable milestones
No objectives yet
Click Add Objective above or use AI Tools to generate OKRs for your 90-day goal
Monthly Goals
Track targets across revenue, marketing, sales, content & more
No monthly goals set
Click Edit Goals above to choose from 40+ professional goal templates across 7 categories
Financial Command
Phase 4 - Plan your finances, forecast revenue, and know your numbers.
🔬 What-If Modeller
Enter a % change for any variable — see how it impacts your profit instantly
⏱️ Runway Calculator
How many months can you operate on your current cash? Enter your cash reserves to find out.
12-Month Cash Flow Forecast
Revenue and costs are pulled from Revenue Projector automatically. Add cash-flow extras below. Cash flow ≠ profit — it shows when money actually moves.
Auto-wired: monthly revenue from your products, fixed costs, variable cost per unit, and growth rate come directly from Revenue Projector. Only fill in the extras below that don't appear there yet.
Runway
—
Lowest balance
—
Balance after 12 months
—
Cash Balance — 12 Months
Positive balance Negative (cash shortfall)
Trend-Based Forecast
Computed from your actual Revenue Tracker history — no manual inputs needed.
Actual + Forecast
Last 6 months actual — next 6 months forecast
Actual Forecast
Month-by-Month Breakdown
Actual history followed by trend-projected months.
AI Finance Tools
Funding Pipeline Tracker
Track grants, investors, and funding applications in one place.
No funding tracked yet — add your first opportunity above.
Funding AI Tools
Revenue vs Goal
Monthly goal progress + 6-month history. Set your goal in Business Profile → Financials.
Financial Health Score
Composite score across margin, growth, expense control, and overdue risk.
KPI Metrics
Live metrics from your Revenue Tracker — MRR, ARR, gross margin, LTV, overdue, and more.
Budget vs Actuals — This Month
Set monthly budgets per category. Actual spend pulls from your Expenses tracker automatically.
MRR & Churn Dashboard
Based on recurring and retainer entries in Revenue Tracker.
12-Month MRR Trend
Monthly recurring revenue over time — includes recurring & retainer entries.
Churn Analysis — Current Month
Clients who had recurring revenue last month but not this month.
Active Recurring Clients
Clients billed on a recurring or retainer basis this month.
Tax Estimator
Full breakdown of annual tax obligations by category — corporate tax, employer contributions, VAT, and more. Guide only — always verify with your accountant.
Salary costs trigger employer contributions on top of wages — a major mandatory cost in most countries.
🏷️ Pricing Strategy
Phase 4 — Build your pricing sheet, design tiers, and get AI analysis based on your real products and costs.
Pricing Model Calculator
For each product, compare 3 pricing strategies side by side. Click Apply on any model to push that price to your Pricing Sheet.
① Cost-Plus
Price = Cost × (1 + markup%)
Best when you have known production costs. Guarantees your minimum margin. Add your product cost in the Pricing Sheet first.
② Value-Based
Price = what the market will pay
Enter what similar products sell for. Price what it's worth to the buyer, not what it costs you to make.
③ Competitive
Price = competitor + your delta%
Enter a competitor's price, then set +/− % to position above or below them strategically.
How to start
1. Add products in Settings → Products & Services
2. Add their costs (for Cost-Plus)
3. Return here — one card per product
4. Test all 3 models, click Apply on the winner
No products on your Pricing Sheet yet
Add products in Settings → Products & Services, then return here to run all three pricing models.
AI Pricing Analysis
AI analyses your actual Pricing Sheet + Tier Builder data for tailored advice, margin optimisation, and competitive positioning. Requires your Pricing Sheet to have data.
Run an analysis above — AI will use your real pricing sheet data for tailored recommendations.
Contract Generator
Phase 5 - Generate professional legal documents instantly. All contracts saved to your library.
Non-Disclosure Agreement
Protect your confidential business information with a professional NDA — covering information scope, obligations, exclusions, and enforcement. Ready in seconds.
Confidential Scope
Exactly what information is protected
Duration
How long the NDA lasts
Exclusions
What info is NOT covered
Enforcement
Breach consequences and remedies
All Contract Templates
Brand Studio
Phase 7 - Build your complete brand identity. Everything saved in one place.
Your Brand Kit
Saved automatically - used in all AI-generated content
Color Palette Click any swatch to copy
Kit Completeness 43%
Add: Business Name Tagline Target Audience Brand Story
📣 Social Media Bios
Platform-optimised bios for Instagram, LinkedIn, TikTok, Facebook and X
Click Generate to create bios for all platforms instantly
🤖 Brand AI Tools
Asset Library
Your central library for all media and documents — generate images, manage all saved files.
AI Image Generator Powered by DALL-E 3
Describe your image — it saves to your library and can be used anywhere in your marketing
Image Library 0 images
Click any image to send to Post Studio, Auto Marketing, or animate it
Content Repurposing Tool
Paste any content — AI rewrites it for 5 platforms in one click
Content Pack Generators
Platform-ready content packs — ready to copy into Post Studio
PDF Studio
Create, upload and professionally edit PDF documents. Start from scratch, generate with AI, or import PDF, Word and text files.
New Document
Start a fresh PDF or let AI write the first draft based on your title
Import File
Upload a file to extract its content and save it to your library
Drop file or click to browse
Saved to your library — open anytime from Recent Documents
PDF DOCX TXT MD
Format Converter
Drop any file — system detects the format automatically. Choose output format and convert.
Drop file here to start
PDF • DOCX • DOC • TXT • MD • RTF
Recent Documents
All your documents — click to open in editor, × to delete
PDF Studio AI Tools
🔗 Connected Accounts
Connect your platforms once — every approved post publishes automatically. The more you connect, the less you do manually.
0 of 6 platforms connected
Google Business Profile
Coming soon
Soon
Google Analytics
Click to add your GA4 Measurement ID
→ Analytics Hub
Pinterest
Coming soon
Soon
Platform Tips
Facebook & Instagram: Connected via the same Meta login. You only need one OAuth — the system detects both. Your Facebook Page must have an Instagram Business account linked in Instagram settings for IG to work.
LinkedIn: Connect your personal profile and/or business page separately. Posts can be published to either or both.
TikTok: Requires a publicly accessible video URL for each post. Use cloud storage (Cloudinary, Dropbox, etc.) to host your videos.
Launch Control
Your launch command centre. Work through 3 phases — Pre-Launch, Launch Day, and Post-Launch — using AI-generated checklists and announcement tools.
Launch Readiness
0%
0 completed 0 total tasks
Launch Checklist
Phase 1
Pre-Launch
60 days out
Phase 2
Launch Day
Go live
Phase 3
Post-Launch
First 30 days
Click "Generate AI Checklist" above to create a personalised launch plan for your business — the AI will build 50 tasks across all three phases based on your business type.
Launch AI Tools
Analytics Hub
Phase 8 - Track your business performance with real AI-powered insights.
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AI Queries This Month
0
Documents Created
0
Content Pieces Saved
Social Media Performance
Live data pulled from your connected platforms — updated on each visit
Navigate here to load social insights.
✦ Weekly AI Insights
Launcher+
Loading week...
Get your weekly intelligence report
AI analyses your social performance, content activity, and business metrics — then delivers a prioritised action plan for next week.
Activity Breakdown
Your AI usage by department this month
Monthly Usage Trend
AI Business Insights
Personalised recommendations based on your activity
Loading insights...
Connected Analytics Platforms
Connect your business analytics platforms for deeper cross-channel insights
Google Analytics 4
Live website traffic & conversions
Meta Business Suite
Facebook & Instagram insights
LinkedIn Analytics
Post reach & audience growth
TikTok Analytics
Video views & follower growth
💡 Once connected, ClearAI HQ will pull your data automatically and generate cross-channel AI insights — showing you which platforms drive the most business growth.
Recent Activity
Analytics AI Tools
AI-written performance reviews and growth strategies from your data
📄 Document Templates
Generate professional business documents in seconds — personalised to your business.
How it works — 4 steps
1
Pick a template
Choose from 10 types — auto-personalised to your business
2
Copy & paste
Paste into Google Docs, Word, Notion, or your pitch deck
3
Refine in Chat
Ask AI to rewrite sections, change tone, or add slides
4
Export PDF
Choose your brand colours and get a print-ready document
Create Post
Compose, preview and publish across every platform — post now or schedule for later.
Posting Mode
One platform — real-time preview as you write.
Platform — pick one to set limits & preview
Media
Select a platform above →
Drop or click to add media JPG · PNG · GIF · WebP · MP4 · MOV · WebM
Video content is reviewed before publishing
Each platform automatically evaluates uploaded videos for content policy compliance, copyright, aspect ratio, and quality standards specific to its algorithm. Videos that don't meet a platform's guidelines may be rejected or reach a smaller audience. Review each platform's requirements above before posting.
Content
1 credit · 1 platform
AI Writing Tools
Schedule
Added posts appear in Post Scheduler for approval. Use Publish Now for immediate publishing to connected platforms.
Live Preview
Instagram · 2,200 chars 0 / 2200
🤖 Post Studio AI Tools
Content Calendar
Plan and track your content — schedule posts, view your calendar, and browse your full post history in one place.
Redirecting to Content Calendar…
AI Blog Engine
AI discovers the questions your customers Google, writes expert SEO articles that answer them, and publishes them automatically — so your business ranks higher while you focus on what you do best.
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🤖 Blog AI Writing Tools
Generate full SEO articles, outlines, and repurposed content packs
Create Post
Upload once. AI writes platform-specific captions. Publish or schedule to all channels in one click.
Posting Mode
All platforms at once — AI writes captions per channel, publish or schedule in one click.
✅ Setup Guide
Complete these steps to get the most from your AI Business OS.
Your progress 0 / 12 complete
0/100
Business Readiness Score
Revenue Tracker
Your real income, top clients, AI insights and goal progress — all in one place.
Display currency: All amounts auto-converted · Only ✅ Paid entries counted in totals
0
All-Time Revenue
0
This Month
0
Last Month
0
Overdue (click to view)
📈 Revenue Projector
Model your products & services — see monthly revenue, profit, and a 12-month projection
0
Monthly Revenue
0
Monthly Profit
0%
Profit Margin
Break-Even Analysis
Break-even units: -
Break-even revenue: -
Payback period: -
12-Month Projection
Revenue Profit
Month-by-Month Breakdown
🎯 Revenue Goal
Monthly target
0%
0%
This month
—
Target
—
🏆 Top Clients
Add revenue entries to see top clients
🤖 AI Revenue Insight
Click Analyse to get personalised AI insights on your revenue patterns, growth opportunities and risks.
💸 Expense Tracker
Log business expenses to calculate your real profit
📊 Monthly Revenue
Paid only · converted to display currency
➕ Log New Revenue
Only log ✅ Paid or confirmed income. Pending invoices are tracked but excluded from totals.
Revenue History
Client
Amount
Type
Status
Date
Ref / Notes
Revenue AI Tools
Cash Flow — Last 6 Months
Revenue vs expenses per month. Green = positive cash flow, red = negative.
MonthRevenueExpensesNet Cash
Budget vs Actual — This Month
Set a monthly budget per expense category. Actual spend pulls from your Expenses tracker automatically.
Profit & Loss Statement
Revenue and expenses broken down by type and category. Select a period to see your full P&L.
Revenue
—
Expenses
—
Net Profit / Loss
—
Net Margin
—
Client Profitability Report
Revenue breakdown by client — total value, deal cadence, tier, and trend. Based on paid entries.
🧾 Invoice & Quote Builder
Phase 4 — Create professional invoices and quotes, track payments, and export branded PDFs in one click.
New Invoice / Quote
Fill in, save to tracker, and export branded PDF
From Catalog:
DescriptionQtyUnit Price
Subtotal—
Discount—
Tax—
Total Due—
Invoice & Quote Tracker
0
Paid Total
0
Pending
0
Overdue
0
Documents
#ClientDate / DueAmountStatusType
Subscription Manager
Assign clients to your pricing tiers. Generate recurring monthly invoices automatically.
0
Active
—
Subscription MRR
0
Due This Month
Add Subscriber
Live Competitor & Business Tracker
AI-powered competitive intelligence — track rivals, analyse their strategy, and get weekly tactics to stay ahead.
Track a Competitor
Add rivals — AI analyses threat level, strengths, weaknesses, and tactics instantly
Intelligence Report
AI-generated deep dive on any tracked competitor
What each report includes
🎯
Threat Score
0–100 rating with low / medium / high tier
⚡
SWOT Analysis
Their strengths, weaknesses, opportunities, threats
💰
Pricing Intelligence
Their pricing model and your counter-moves
🏹
Attack Vectors
3 tactics to win business they currently hold
📣
Marketing Tactics
How they acquire customers and how to outflank them
🗓
Weekly Tactic
One specific action to gain ground this week
How to get started
1
Go to the Competitors tab above and add a rival by name
2
AI instantly analyses them and assigns a threat score
3
Click View Report on their card — the full briefing appears here
Competitive Comparison Matrix
AI generates a head-to-head comparison across pricing, product, marketing, and positioning
Add at least 2 competitors first, then generate the matrix below.
Business KPI Tracker
Log weekly KPIs and let AI benchmark your growth against competitive context
$
Quick:
Competitor AI Tools
White Label
Agency plan - Customise the platform with your own brand for your clients.
Your Brand Settings
These settings replace ClearAI HQ branding when you share the platform with clients
Your Agency Name
AI tools for your business
This is how your clients will see the platform
Your Branded Client Link
Save settings to generate your link
Client Portal Links
Share these branded links with each client
White Label AI Tools
Email Studio
Professional branded emails powered by your business profile. Generate, customise and send in seconds.
✉️ Your Email Identity
Emails are sent with your business name as the sender. Make sure your brand info is saved in Settings so every email is properly branded.
Sending as
Emails remaining
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💡 Send from your own email — unlimited & free
Connect Gmail or Outlook so emails come directly from your business address. No sending limits. Recipients see your real email.
📧 Email Templates
Click any template — it loads pre-filled with your business name, brand tone, and contact details. Edit and send.
Client Follow-Up
After a meeting or proposal — warm, professional, drives next step
Send a Proposal
Structured proposal email with services, pricing and clear CTA
Invoice Reminder
Polite payment reminder — firm but professional
Monthly Newsletter
Business update with wins, news and a call to action
Cold Outreach
Short punchy intro to a new prospect — gets replies
Partnership Request
Propose a collaboration or referral partnership
Client Onboarding
Welcome a new client — next steps, what to expect
Win-Back Campaign
Re-engage a past client or inactive lead
✍️ Compose
Click a template above or write from scratch. Use AI to generate a complete email based on your business profile.
AI Writing Tools
👥 Contact Lists
Save groups of email addresses. Select a list to send to multiple people at once.
Create New List
Email AI Tools
Zapier & Make
Layer 3B - Connect ClearAI HQ to 5000+ apps. Trigger automations from any generator.
Automation Hub
Trigger Zapier or Make workflows automatically when you generate content, save documents, or reach milestones
Content Created
Auto-post to Buffer, Hootsuite
Document Saved
Save to Notion, Google Drive
Revenue Logged
Update Google Sheets, CRM
Popular Workflow Templates
Copy these ready-made automations into Zapier or Make — click any to see the setup steps
Save Content to Notion Database
Popular
ClearAI Content Created → Notion Page Created
Revenue Alert in Slack
ClearAI Revenue Logged → Slack Channel Message
New CRM Lead → Google Sheets
ClearAI New Client Added → Google Sheets Row
Auto-Email New CRM Contacts
ClearAI New Client Added → Gmail Welcome Email
Configure Webhooks
Paste your Zapier or Make webhook URL below. Each trigger type can have its own webhook.
Recent Triggers
No webhooks triggered yet.
Calendar Sync
Export your post schedule as a .ics file and import it into any calendar app — so you can see your content plan alongside meetings and deadlines in one place.
Export Schedule to Calendar
Download your scheduled posts as a .ics file — works with Google Calendar, Apple Calendar, and Outlook
0
Posts Scheduled
0
This Week
How it works: Schedule posts in the Post Scheduler, then come back here to download a .ics file. Open the file — your calendar app imports all posts as events showing platform, content preview, and posting time. Perfect for planning content around launches, campaigns, or busy periods.
How to add to Google Calendar:
  1. Click "Download This Week" above
  2. Open Google Calendar → click + next to "Other calendars"
  3. Select "Import" and upload the .ics file
  4. Your posts appear as events with captions in the description
Google Calendar Live Sync Coming Soon
Real-time two-way sync with Google Calendar. Schedule a post here and it instantly appears in your Google Calendar. Requires OAuth setup.
AI Agents
Your personal AI team — each agent is a specialist that works on demand. Click Run, get results in seconds.
How Agents work
Each agent uses your business profile to generate specific, actionable results. Click ▶ Run to get instant output. Toggle On to auto-run when you open this page.
🎤 Read Aloud Voice Applied to all 🔊 Read Aloud buttons below
⭐ Tier 1 — Daily Essentials
Daily Business Monitor
Your morning briefing — top 3 priorities, revenue status vs goal, competitor watch, and one action to take right now. Read it every morning before you start.
Never run
Weekly Performance Summary
Full week recap — revenue, content created, goal progress, top win, biggest challenge, and next week's focus. Like a board report for yourself. Run every Monday.
Never run
Lead & Opportunity Tracker
Enter a contact + context → get a qualification score, follow-up email draft, next action, and pipeline recommendation. Turns every new contact into a clear next step.
Never run
🔷 Tier 2 — Strategic Intelligence
AI Meeting Prep
Enter who you're meeting and why → get a full briefing: what to say, questions to ask, objections to handle, and a one-line pitch tailored to that specific person.
Never run
Smart Goal Check-In
Tell the AI what you accomplished this week → it compares against your 90-day goals → gives you an on-track/behind/ahead verdict and adjusted priorities for next week.
Never run
Competitor Intelligence Brief
Uses your saved competitors from Settings → generates a tactical brief: what they're likely doing right now, where your gaps and advantages are, and one move to make this week to gain ground.
Never run
💡 Tier 3 — Power Tools
Auto Content Pipeline
Generates 7 ready-to-post social media posts for the full week — one per day with captions and hashtags tailored to your brand tone.
Never run
Idea Validator
Pitch a new idea in one sentence → get a viability score, market fit analysis, 3 risks, 3 opportunities, and a clear go/no-go recommendation. Before you spend time on it, know if it's worth it.
Never run
Email Tone Checker
Paste any draft email → the AI rewrites it to match your brand tone, fixes anything that sounds off, and flags unprofessional language. Never send a bad email again.
Never run
Smart Document Assistant
Ask anything about your saved documents. The AI reads all your business plans, strategies and saved content. Try: "What is my main USP?" · "Summarise my marketing strategy" · "What are my 90-day goals?"
📋 Agent Activity Log
No activity yet — run an agent above to get started
AI Agent Tools
Client Manager
Agency plan - Manage your client workspaces. Each client gets their own profile and document library.
0
Active Clients
5
Slots Included
0
Client MRR
Add New Client
Your Clients
No clients yet. Add your first client above.
Client AI Tools
👤 My Account
Manage your profile, plan, security, and support tickets.
?
📷
frame color
—
—
Trial Member since —
Trial
Current plan
—
Msgs / month
Account Information
Your profile and login details
Display name
—
Email
—
Member since —
Plan started —
Auth provider Email
User ID —
Security
Password and session management
Password
Send a reset link to your registered email
Sign out
End your current session on this device
Usage & Credits
Your AI usage this month and available credits
Extra AI Credits
0
Logo Credits
0
Support Tickets
View and reply to your support conversations
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Recent Transactions
Your billing and payment history
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⚙ Business Settings
Your profile powers every AI output. More detail = more personalised results.
Profile Completeness 0%
Core Business Identity
The basics that define your business
Must start with https:// — links will be verified
Customer & Market
Who you serve and how you reach them
/ month
Value Proposition
What makes you different and better
Financials & Goals
Numbers that drive your AI outputs
Notification Preferences
Control email alerts from ClearAI HQ
Email notifications
Receive email alerts when social account tokens expire or posts fail to publish
Brand Identity
Your visual and communication style
@
Username only — no @ symbol needed
Full URL starting with https://linkedin.com/
Team & Operations
Who is behind the business
Products & Services Catalog
Your central catalog — services, products, and subscriptions all in one place. AI helps you write descriptions and find the right price. Everything here is available in your invoices via the "From Catalog" button.
Service
Consulting, design, coaching, development — hourly, project, or retainer
Product
Physical or digital products — templates, courses, tools, or any fixed-price item
Subscription
SaaS plans, memberships, retainers — recurring billing tiers with AI-generated features
Social Inbox
All comments, mentions, and reviews from your connected platforms — reply, archive, and track sentiment in one place.
Select an item to view
CRM Pipeline
Track every lead from first contact to closed deal. Kanban board, contact profiles, and AI-powered follow-ups.
0
Leads
0
Prospects
0
Proposals
0
Closed Won
—
Pipeline Value
—
Win Rate
—
Avg Deal
Pipeline Funnel
Pipeline Value by Stage
+ Add Contact
All Contacts
CRM AI Tools
CRM Contacts
All your contacts in one place — search, filter, tag, and export. Linked to your pipeline stages.
0
Total
0
Leads
0
Prospects
0
Closed
Add New Contact
Campaigns & UTM
Organise your marketing campaigns, track link performance with UTM parameters, and capture leads from embedded forms.
0
Campaigns
0
Sessions
0
Conversions
0
Events
All Campaigns
Loading campaigns…
New Campaign
How UTM tracking works
When you link a scheduled post to a campaign, ClearAI HQ automatically appends UTM parameters to any URLs in the post content at publish time — without modifying the original post. The tracking script (t.js) captures sessions, pageviews, and conversions on your site and attributes them back to the campaign here.
Add Tracking Site
UTM Convention
Define how UTM parameters are built for each post. Use {platform}, {campaign_slug}, and {post_id} as placeholders.
Embed Tracking Script
Paste this before </head> on every page of your site. Replace YOUR_SITE_ID with the Site ID from the Tracking tab.
<script src="https://clearaihq.com/t.js" data-site="YOUR_SITE_ID" async></script> <script> /* After user gives consent (e.g. cookie banner): */ window.ClearTrack && window.ClearTrack.consent(); </script>
Revenue Attribution
Which posts made you money? Trace the path from social post to closed deal — five attribution models, honest UNATTRIBUTED bucket.
Model:
Posts Ranked by Revenue
Loading…
Loading…
These deals were won but no tracked post session or engagement links to the contact. Revenue is shown as-is — never silently distributed to other posts.
Common causes: no tracker installed, contact came in via CSV/manual, or post was not in a UTM campaign.
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Attribution Settings
Last Touch is the default — credits the final post a contact saw before buying.
Haiku generates a 2-3 sentence attribution summary each Monday. ~$0.0003/week AI cost.
Won Stages
Mark pipeline stages as "Won" — deals moved to these stages set closed_at and trigger attribution.
Loading stages…
Advanced Reports
AI-generated reports built from your real business data — revenue, pipeline, clients, and goals.
Monthly Report
Revenue, wins, challenges, priorities
Generate
Revenue Forecast
90-day projections with scenarios
Generate
Client Health Report
Health scores, churn risk, upsells
Generate
Annual Strategy Review
Year review + next 12 month plan
Generate
Custom AI Report
Ask any business question — get a full AI-written report tailored to your data
›
No saved reports yet. Generate your first report above.
Reports AI Tools
Team Hub
Manage your team, assign tasks and delegate with AI briefs.
0
Team Members
0
Open Tasks
0
Completed
Add Team Member
Add Task
Team and Tasks
🤖 Team AI Tools
Automation Hub
Connect ClearAI HQ to 5,000+ apps. Automations fire automatically when you generate content, log revenue, save documents, or add clients.
Content Created
Fires when AI generates content
Document Saved
Fires when a document is saved
Revenue Logged
Fires when revenue is added
New CRM Client
Fires when a client is added
Trigger History
No triggers yet.
AI Automation Adviser
Describe what you want to automate and get a step-by-step plan with tool recommendations.
Automation AI Tools
Multi-Market
AI-powered market entry analysis, localised content, and side-by-side market comparisons.
Market Entry Analysis
Full opportunity assessment, competitor landscape, entry strategy, and Go/No-Go verdict with scoring tables.
⚡ Quick Markets
Localised Content
Generate culturally adapted content — not just translated, but truly localised for the market.
Market Comparison
Compare 2–3 markets side by side with scoring tables, entry barriers, revenue potential, and a clear recommendation.
⚡ Quick Pairs
How to Use Multi-Market AI Tools
Each tool below works best when you have filled in your business profile in Settings first.
1 · Analyse
Select a target country from the dropdown and get a full market entry report — opportunity score, competitors, entry barriers, and Go/No-Go verdict.
2 · Localise
Pick a market + language + content type to get culturally adapted copy — not just translated but tuned to local tone, references, and buying behaviour.
3 · Compare
Compare 2–3 markets in a scored table across 6 dimensions — helps you pick the best market to enter first based on your business model.
💡 Pro tip: Use Analyse first to identify your best market, then Localise to generate content for it, and finally Compare to validate against alternatives before committing.
📦 Market Entry Brief
🌐 Localisation Content Kit
Client Portal
Generate professional branded deliverables for clients. Save to history and share via a secure portal link.
Client Details
Status Report
Progress and next steps
Client Proposal
Scope, pricing, timeline
Invoice Cover Letter
Professional invoice email
Case Study
Showcase results
Meeting Minutes
Decisions and actions
Onboarding Pack
Welcome new clients
🤖 Client Portal AI Tools
Overview Help Center
Help Center
Learn how to use every feature. Search topics or browse all section guides.
Refer & Earn
Invite someone to ClearAI HQ. They upgrade — you get 100 free AI credits. No cap.
Earn 100 credits per referral
Share your link. Your friend gets a free 14-day trial. The moment they upgrade to any paid plan, 100 AI credits land in your account — automatically, no limit.
—
Invited
—
Converted
—
Credits Earned
Your unique referral link
Share via
Reward milestones
Unlock bonuses as you grow
🎁
1 conversion — 100 credits
Your first paying referral
0 / 1
⚡
5 conversions — 600 credits + 100 bonus
Extra 100 credits on top of your standard rewards
0 / 5
🏆
10 conversions — 1,400 credits + 400 bonus
Top affiliate tier — extra 400 credits as a bonus
0 / 10
How it works
1. Share your link
Copy your unique link and send it to anyone — email, WhatsApp, social, wherever
2. They start free
Your contact signs up via your link and gets a full 14-day free trial to try the platform
3. Credits arrive
The instant they upgrade to a paid plan, 100 AI credits are added to your account automatically
How credits work: Credits are added to your account automatically when a referred user converts to a paid plan and their first payment clears. Credits do not expire. There is no cap on the number of referrals. Milestones are calculated on cumulative paid conversions.
💳 Billing & Plans
Everything to power your business — upgrade, add credits, or manage your account.
Your Plan
Trial
14-day free trial — all Launcher features included
Monthly
AnnualSave 17%
Starter
Save $98/yr
$49/mo
per month
Brand, content & social tools for solo founders who need to publish smarter across every platform.
  • ✓500 AI credits/month
  • ✓Brand Studio (50+ AI generators)
  • ✓Post Studio — 5 platforms
  • ✓Content Scheduler & History
  • ✓Email Studio (50 emails/mo)
  • ✓Revenue Tracker
  • ✓Document Library
  • ✗Auto-Marketing
  • ✗Business Plan Generator
  • ✗Financial Forecasting
Builder
Save $198/yr
$99/mo
per month
Full strategy, finance & legal suite — plus Auto-Marketing. Build on a rock-solid foundation.
  • ✓1,500 AI credits/month
  • ✓Everything in Starter
  • ✓Idea Lab & Niche Finder
  • ✓Business Plan Generator
  • ✓Financial Forecasting
  • ✓Legal Library & Contracts
  • ✓Competitor Research
  • ✓Auto-Marketing (AI auto-posts)
  • ✓Email Studio (200 emails/mo)
Agency
Save $798/yr
$399/mo
per month
Manage 15 clients under your own white-label brand. Run an AI-powered agency.
  • ✓10,000 AI credits/month
  • ✓Everything in Launcher
  • ✓15 client workspaces
  • ✓White-label branding & domain
  • ✓Competitor Monitor (real-time)
  • ✓Email Studio (2,000 emails/mo)
  • ✓Monthly strategy call
🔒Secured by Stripe
↩️Cancel anytime
⚡Instant activation
🛡️7-day money-back
🔄Upgrade or downgrade freely
⚡ Credit Top-Ups
Never run out of AI power
Stack on your plan · never expire · use any time
0
Extra AI credits
0
Logo credits
⚡ AI Credits
⚡
100 AI Credits
Quick top-up
$9
SAVE 11%
⚡
300 AI Credits
Best seller
$24
SAVE 31%
🚀
1,000 AI Credits
Power pack
$63
🎨 Logo Credits
📊 Full Feature Comparison
Feature Starter
$49		 Builder
$99		 Launcher
$199		 Agency
$399
AI credits/month5001,5004,00010,000
Emails/month502005002,000
Team members13515
Brand Studio (50+ generators)✓✓✓✓
Post Studio (5 platforms)✓✓✓✓
Content Scheduler & History✓✓✓✓
Revenue Tracker✓✓✓✓
Email Studio✓✓✓✓
Document Library✓✓✓✓
Idea Lab & Niche Finder✗✓✓✓
Competitor Intelligence
Research / Live Monitor		✗ResearchResearchResearch
+ Live Monitor
Business Plan Generator✗✓✓✓
Financial Forecasting✗✓✓✓
Legal Library & Contracts✗✓✓✓
Auto-Marketing (AI auto-posts)✗✓✓✓
Analytics Hub✗✗✓✓
Pitch Engine & Funding Finder✗✗✓✓
AI Agents✗✗✓✓
Zapier & Webhook Connect✗✗✓✓
White-label branding✗✗✗✓
Client workspaces✗✗✗15
Monthly strategy call✗✗✗✓
❓ Frequently Asked Questions
Can I cancel at any time?▼
Yes — cancel anytime from your account, no questions asked. You keep full access until the end of your current billing period.
What happens when my trial ends?▼
After 14 days your account moves to the free plan (20 messages/month). Upgrade anytime to restore full access — all your data and settings stay safe.
Do credits expire?▼
No. Credits you purchase are yours forever — they never expire and stack on top of your monthly plan allowance.
Can I upgrade or downgrade my plan?▼
Yes. Upgrade anytime and it takes effect immediately. Downgrades take effect at your next billing cycle so you keep your current features until then.
Is my payment information secure?▼
100%. All payments are processed by Stripe — one of the world's most trusted payment processors. We never see or store your card details.
What is the annual plan and how does it work?▼
Annual plans are billed once per year at a 17% discount — equivalent to getting 2 months free. Toggle "Annual" above the plans to see annual pricing and activate it.
🎁 Referral Program
Earn 100 free AI credits per referral
Share your link — earn credits every time a friend upgrades
—
Referred
—
Credits earned
Share your link
Send to founder friends or post on social media
They sign up & upgrade
Your friend starts their trial and upgrades to a paid plan
You get 100 credits
100 free AI messages added to your account instantly
Subscription
Manage via Stripe
Cancel, upgrade, downgrade, or update your payment method — all self-serve.
💰 My Credits Wallet
💬 AI Messages
Plan allowance —
Extra credits 0
Used this month 0
Remaining —
🎨 Logo Credits
Plan allowance —
Extra credits 0
Used this month 0
Remaining —
🧾 Transaction History
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🛡Admin Dashboard
Platform overview — users, revenue, conversions.
👤
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Total Users
💳
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Paid Users
💰
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Est. MRR
📈
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Total Revenue
✨
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Signups (7d)
🎯
—
Conv. Rate
👥 User Activity
Based on last sign-in
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Online now
last 15 min
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Active today
last 24 h
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This week
last 7 d
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This month
last 30 d
Recently active
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30-day retention · by signup cohort
retained / total
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📋 Plan Breakdown
🎫 Support Tickets
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Total
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Pending
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In Progress
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Answered
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Closed
Recent
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⚠️ Churn Risk
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High risk
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Medium risk
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Healthy
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📈 Revenue
— last 12 months
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💸 Revenue
Last 7 days —
Last 30 days —
All time —
🔗 Referrals
Total referrals —
Converted to paid —
7d new signups —
📝 Blog Auto-Post
Scheduled daily at 8 AM UTC. Trigger manually to test.
🤖 AI Usage This Month
— msgs
UserPlanMsgs
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💳 Recent Transactions
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👥
User Management
Search, view and manage all registered users. Click a row to edit plan or status.
Email Plan Status Msgs Joined Last Sign In
Click Search to load users
📝
Blog Post
Blog Content Engine
AI-written SEO articles via Claude
OFF
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Total Posts
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This Month
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Last Post
View Blog ↗
LinkedIn Business Page auto-posting has moved to
📣
Auto Marketing
Website Auto Marketing
Upload once — AI writes captions, schedule to all channels
STEP 1 — CHOOSE PLATFORMS
Select platforms to post to.
Location (optional)
Added to all platform captions when generating content
STEP 2 — ADD YOUR MEDIA
Select platforms above to see upload areas
STEP 3 — DESCRIBE YOUR CONTENT *
Tell AI what this post is about so it generates relevant captions.
Required — without a description, AI may generate generic captions.
AI Writing Tools
🔬
Automated R&D Scan
Runs daily at 3 AM — reads your backend functions + Supabase error logs, then uses Claude to detect bugs, improvements and platform changes.
🔒
Security Dashboard
Rate limit events, suspicious requests, and blocked IPs — last 24 hours.
⚡
—
Events (24h)
🚨
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High Severity
🛡
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Blocked IPs
⚠️
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Rate Limits Hit
📊 Top Event Types (24h)
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🌐 Top Source IPs (24h)
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🚫 Currently Blocked
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🎫
Support Inbox
All user-submitted tickets. Click any ticket to read and reply.
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API Platform Health
Monitor credit balance and usage for every integrated AI platform
Warning threshold: below 20% remaining — amber warning  |  below 5% — critical alert
Loading platform status…
Blog Post Manager
View all articles, track LinkedIn status, and post manually
View Blog ↗
LinkedIn Business Page
Auto-post each new article to your business page
OFF
Ready: Image posting is enabled. New articles auto-post when the toggle is ON. Use the list below to post any article manually.
Post latest article to:
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Total Posts
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On LinkedIn
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Not Posted
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This Month
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Complete your profile first
AI-generated content is only useful when it knows your business. Without these details, everything it creates will be generic and wrong.
⬜ Image options
▶ Size and rotation
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%
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°
▶ Text wrapping
▶ Alignment
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Accessed by screen readers for people who might have trouble seeing your content.

⬜ Diagram options
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Setup
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What type of business do you run?
ClearAI HQ personalises your 8-phase journey based on your answers.
💡
Section Guide
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