All guides, by feature
Ask the board a question
Type a question into Ask the board and press Ask. It looks across your agency’s data and shows the answer as rows.
Before you start
- Who can do this
- Anyone at your agency with a Mission Control seat
- Availability
- If enabled for your agency
- Where in Orbit
- Sidebar › Workspace › Mission Control
Steps
Tick a step’s number when it’s done. We’ll remember where you were.
Open Mission Control and find Ask the board in the middle panel.
Type a question the board doesn’t already show, such as which clients spent most last week.
Press Ask or Enter. The button reads Looking… while it works.
Read the answer, up to 8 rows. Press Show your work to see how it was answered.
When it worked
The answer appears under the box with its source, and [[Show your work]] opens “How this was answered”.
If something goes wrong
It asks you a question back.
Your question needs more detail. Ask again with what it asks for, such as the client or the dates.
Orbit showsThe request failed.
Try again. If it keeps failing, ask in Data chat instead.
Orbit showsThe agent run failed
Ask again, in simpler words if you can.
How it works
Explainer: Client Access: which clients someone sees
Client Access sets which clients a teammate can see, along with those clients’ plans, reports, pacing and data. You set it per person once they’ve accepted their invite.
| Option | What they see |
|---|---|
| All clients | Every client at your agency. |
| All Paid Search clients, or their own specialty | Every client with the service that matches their Specialty Role, including clients added later. |
| Assigned clients only | Only the clients you tick. Star one to mark them as that client’s lead. |
- Until you choose, a new teammate sees all clients. Set their access as soon as they show as ACTIVE.
- Changing someone to Specialist switches them to Assigned clients only and opens the panel so you can tick their clients. Changing them to another role gives them all clients again.
- Someone with no clients, such as Assigned clients only with none ticked, sees no client data, pacing or insights.