Portfolio level
- Home summarizes activity and health across the workspace.
- Clients groups sites by client and shows portfolio-level SEO and GEO performance.
- Plans & Billing shows your subscription and usage.
- Help opens the in-app assistant and support resources.
Site workspace
When you open a site, the left navigation is organized by purpose.Your sidebar is personalized. Cleo hides some features and locks others based on the active site’s plan, capabilities, and your role.
Switch between sites
Use the site selector near the top of the site sidebar. Cleo keeps data and permissions separate for each site, so always confirm the active domain before running a tool or publishing content.Find a feature quickly
Use these rules when you are unsure where to look:- If you want to measure a channel, open that channel under Channels.
- If you want to create content, open Quill, Social, Ads, or Reels.
- If you want to coordinate work across channels, open Plan, Campaign, or Orbit.
- If you want to connect another platform, open Integrations.
- If you want to share an outcome, open Reports.
