The Thing — Canvas

> The Thing

show me Hala's Toyota accounts

Favourites

All Clients

Nothing matches that. Try a brand, type, place, account manager or a client name.

Brand Portals

Power editor

The source of truth for every client in the agency. Add them here first and everything else, including contacts, PMAs and ad spend, falls into line.

Select a CSV or TSV file to import. First row must be headers.

No file selected

Portal access

Store login credentials and direct links for every brand portal and supplier platform. Organised by brand_

Select a CSV or TSV file. Columns: Brand Label, Key, Link, Login, Password. First row is headers.

No file selected

HISTORY

+Admin

Control who gets in, what they can do and how the AI engine runs. Approve signups, manage roles and tune the settings.

Super Admin: does everything. Admin: does everything except managing users and account managers. User: views, edits and exports data. Creates portals only. No deletes or imports.

Account Managers

LLM Settings

Provider

API Key

Changes here are saved when you click Save. The key is masked for security.

Smart Search

Uses two API calls to understand your question first then fetches only the data it needs. Reduces token usage by 50-70%.

Cache Client Index

Stores client data in memory after first load. Refreshes only when you make changes not on every search.

Cache Refresh Interval

How often to automatically refresh the cached client index from Firestore.

Bug Report Email (EmailJS)

Public Key

Service ID

Template ID

Set up a free account at emailjs.com. Create an email service and a template with variables {{to_email}}, {{subject}} and {{body}}. Paste the three IDs above. Changes are saved when you click Save.

+Client Contacts

Contact people for each client, including names, roles and email addresses. Keep this current and the team always knows who to call.

Columns: Client, Name, Role, Email, Report, Approve, Sales, Service, Parts, Meeting. Imports replace all contacts for matched clients.

No file selected

+Ad Spends

Advertising budgets per client across Meta, Google and other platforms. Set daily and monthly figures and the command bar can surface them on demand.

CSV columns: Dealership, Meta_Daily, Meta_Monthly, Google_Daily, Google_Monthly, Other_Daily, Other_Monthly, Combined_Daily, Combined_Monthly

No file selected

+PMAs

Preferred Market Areas for each client by brand and vehicle type. Set the postcodes they target and the data feeds into territory mapping and reporting.

Columns: Location, Vehicle Type (Light Vehicles / Heavy Vehicles / Tractors & Machinery / Other), Brand, Postcodes (space-separated). Imports merge into existing PMA data.

No file selected

Contacts

> The Thing

Email Password

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Check your email

A verification link has been sent to your address. Click it, then come back and sign in.

Awaiting approval

Your account is pending admin approval. You’ll be able to sign in once it’s approved.

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