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Understand the Dashboard
Read the agency pulse, then move from headline signals to the work that needs attention.
Start a C-mo conversation
Open C-mo from the Dashboard or the top bar, start a clean thread, and know which answers are worth double-checking.
Judge a C-mo answer
C-mo shows the work behind an answer rather than a confidence score. Here is what it shows, and the thirty-second check worth doing before you act.
Set C-mo's working scope
Set the scope before you ask, pick a skill when you want a specific job, and understand which memories C-mo reads at each level.
Ask for bigger jobs
What C-mo will do on its own, what it hands back for review, and where to check for an approval step before work reaches a customer.
Add a client
Create the customer workspace that locations, marketing data, and portal access belong to.
Import clients from Stripe
Bring active Stripe subscription customers into LocalCMO after reviewing exactly which client records will be created.
Find and organize clients
Turn a long account list into a repeatable working view for the team.
Understand client health
Interpret the client overview before deciding which module needs attention.
Configure a client workspace
Maintain client-specific metadata and portal branding without changing the agency-wide defaults.
Edit a location profile
Open a location, edit the Master record so every publisher inherits the change, and understand which sections save on their own and when the update leaves LocalCMO.
Use publisher overrides
Override a field for Google, Facebook, Apple or Bing without touching the shared record, and undo it with Reset when the exception ends.
Manage location menus
Build reusable menus with sections, items and photos, then associate them with the right restaurant locations.
Manage location media
Organize a client’s reusable media, assign it to the right locations, and publish location-specific media to Google.
Find assets in Data
Combine scope, source, search, type, status, date, and tags to retrieve the right asset from Data.
Preview and organize assets
Inspect an asset's source and metadata, then use folders and reusable tags to make it easier to retrieve.
Review user-generated media
Triage customer photos with Needs review, Spam, and OK states while keeping Google reporting separate.
Read the Listings Overview
Use the Overview as the triage screen for a location: read the C-mo summary, Location health, duplicates and connection issues, then follow the right link out.
Read Profile Analytics
Check publisher-reported views and actions, confirm the reporting period, and compare locations without treating missing data as zero.
Understand Profile completeness
Check which business details are complete for each publisher and keep this measure separate from profile optimization and connection status.
Improve your Google profile score
Read the eight-check Profile completeness score, act on the gaps in the location editor, and check Google's real verification status separately.
Manage location profile content
Find where each kind of profile content is edited, and which publishers actually accept it.
Resolve duplicate listings
Compare each AI-matched duplicate candidate against your own listing, then flag it for removal and track the request to Deleted or Failed.
Update name, address, and phone
Compare the business-confirmed name, address, and phone with each public listing, approve needed corrections, and track every publisher to its final status.
When changes go live
Understand the difference between Save, Save & Publish and a publisher finishing the update, and track what is still waiting to go out.
Schedule holiday and seasonal hours
Add a closure or shorter day for a single date, check the date the quick-add chip filled in, and understand what happens after the date passes.
Preview publisher-specific profile values
Switch among master and publisher views to inspect inherited values and overrides, not a pixel-perfect live listing.
Add UTM tracking rules
Set one rule per location and LocalCMO tags every published link, filling in the publisher as the source automatically.
Work the directory table
Filter a location's directories by status, read what each status actually means, and understand which rows offer an action and which are LocalCMO's to resolve.
Understand your Connection score
Read the Connection score gauge, understand which publishers it counts, and work the Requires action list that sits beside it.
Match unpaired listings to locations
Pair the listings inside a connected Google or Facebook account to the right LocalCMO location, and confirm the matches LocalCMO proposes.
Monitor connection health
Find listing connections that are expired, disconnected, or need renewed account access, then assign the next action.
Read Review Analytics
Review Analytics has a lot of panels and only a few decisions. The headline tiles and the agency comparison tell you whether this location needs anything today.
Track review topic trends
Compare customer feedback themes across two time periods and open the reviews behind any increase or decrease.
Compare review competitors
Compare your Google rating, review volume, recency, and response activity with nearby businesses.
Share a review link or QR
Copy a location's review link or download its QR code, then check how responses appear in review reporting.
Create a review campaign
Choose where feedback goes, select email, SMS, or both, then review the campaign's content, follow-ups, recipients, and delivery timing before launch.
Automate review-request follow-ups
Set the follow-up timing and stopping rules for a review request campaign before you launch it.
Use your own sending domain
LocalCMO already sends your invites from an included, verified domain. Connecting your own is optional, and it needs a DNS change your provider has to make.
Embed a review widget
Preview a review widget, choose the reviews and display settings, and copy the approved embed code to your website.
Collect private feedback
Choose whether feedback stays private and review the customer journey before you publish or send the request.
Find reviews needing attention
Filter reviews by location, source, date, rating, and response status, then open the original review before deciding what needs a reply or follow-up.
Manage review sources
Check how each review source is connected, why a source may be missing, and whether it should stay visible in the workspace.
Understand Review Health
Use rating, response, and review activity together to see which part of the review workflow needs attention.
Reply to several reviews
Select reviews from supported connected sources, review each drafted response, and check the result for every selected review.
Add an internal note
Add a staff-only note to a review so the team can keep useful context without sending it to the customer.
Reply to a review
Draft and review a response beside the original customer comment, then publish through a supported connection or continue on the review site.
Read review-campaign analytics
Follow campaign performance from delivery through clicks, responses, and review destinations.
Compare location review performance
Rank locations by the portfolio metrics shown in Review Analytics and open the outliers.
Export review and campaign data
Get the available CSV exports without promising a PDF that the product does not generate.
Generate post ideas with C-mo
Ask C-mo to draft three ideas for a brand or location, review each draft, then move the idea you want into the post composer.
Create a multi-location post
Publish to connected profiles rather than abstract networks: choose the profiles, name the post, write once, check each network's preview, then publish or schedule.
Networks and character limits
Check which connected social profiles are available and review the text, media, and post-type limits for each selected network.
Attach post images and video
Attach approved images or video, then check that the same media meets the requirements of every selected network.
Find and filter posts
Use the list, calendar, or feed view with search, status, network, and location filters to find a post.
Understand post status
Open the per-channel status for a post to see which networks published it and which ones still need attention.
Read post performance analytics
Read the available post views, clicks, and publishing totals for the selected profiles and reporting period.
Boost a post with budget
Choose an eligible Facebook post, connected Meta ad account, audience, budget, and duration before you submit the promotion.
Read Ranking Analytics
Turn the five stat cards, the rank grid and the four tabs into one next action, even when the location barely ranks.
Read the rank grid
Read one local rank grid point at a time and switch between the grid, number, and heatmap views when you need more detail.
Track rank changes
Compare rank reports for the same keyword and search area, then open the locations or grid points that changed.
Add rank-tracking keywords
Enter keywords, set grid spacing, read the credit estimate for what it is, and generate the first report.
Compare local competitors
Read the dominance leaderboard LocalCMO builds from your own grid, and work out what is actually deciding the order.
Compare location rankings
Switch to All locations for portfolio KPIs, a location leaderboard and a C-mo summary of the whole scope.
Act on Next Recommendations
Read a recommendation card's four parts, hand it to C-mo, and know what the orange line does.
Read C-mo insight
Review C-mo's summary and keyword suggestions beside the underlying rank report before you use credits or create a task.
Read your AI Visibility score
See how the business appeared in selected AI answers, then inspect mentions, competitors, and cited sources before choosing what to investigate.
How AEO reports are made
Run a location's first AEO report, understand the credit estimate, and know what LocalCMO checks while the report builds.
Read the prompt coverage grid
Every discovery question crossed with every answer engine, scored 0–100. Read a row to find a weak question, a column to find a weak engine.
Interpret AI visibility trends
Use AEO Trends to confirm overall progress, compare answer engines, and turn the remaining visibility gap into a focused next action.
Compare AI competitors
The industry leaderboard ranks you against every business the answer engines named for your questions, overall and engine by engine.
Read the AEO roll-up
Use the AEO roll-up to verify coverage, find the location that is weak on a priority AI engine, and decide whether its issue is local or shared.
Read citations coverage
Citations coverage splits every source the answer engines cited into directories citing you, other sources detected, and key directories missing.
Act on AEO recommendations
Open an AEO recommendation, check the answer and source behind it, and send the right factual or content task to the related tool.
Agent credits and usage
Check Agent credit use for the current billing period, see which work used credits, and understand what happens when the available balance is low.
Set up and test C-mo
Check that C-mo can use the intended workspace data, then run one small test request before connecting it to a wider team workflow.
Configure and run a playbook
Choose a repeatable task, define its trigger, steps, approval rule, and fallback, then test the playbook before regular use.
Read the Agent audit log
Filter Agent activity by initiator, status, and date, then open one action to review its steps, result, and credit use.
Connect a custom MCP server
Review the current Agent capabilities and connections, then add an MCP server with the client scope and permissions you intend to use.
Understand C-mo skills
Browse Agent skills by category or owner, read the task each skill performs, and check what starts it and what still needs approval.
Teach a new skill
Describe a job in one sentence, check what the agent understood, keep the approval step on, and watch it try once before you save.
Review C-mo approvals
Review C-mo drafts safely, make the human approval decision, and check the separate publish outcome afterward.
Update the agency profile
Keep the workspace identity and business context current for every downstream surface.
Invite and manage members
Invite teammates, choose the pages they can use, and manage pending or active access from Settings.
Set agency branding
Use one visual identity across customer-facing surfaces and preview the result.
Configure Client Portal branding
Set the default logo, favicon, and primary color clients see in the white-label Client App.
Configure client AI-token sales
Set the default grant, purchase packages, currency, alerts, and payment path for Client App token sales.
Configure a branded domain
Move from a domain choice through the verification state used by customer-facing surfaces.
Create custom fields
Extend records with agency-specific data while keeping client and location schemas distinct.
Change theme and navigation
Choose a personal light or dark theme and a Standard or Compact navigation layout.
Open and navigate the Client Portal
Open the passwordless Client Portal, select the right location, and choose the reporting module that answers your question.
Check client listing connections
Check a location’s publisher connection status in the Client Portal and know when to contact your agency administrator.
Check assistant usage and billing
Find a client’s assistant-token balance and know which billing changes require the account manager.