Each organization can have multiple businesses. A business represents a brand, store, or client whose Meta ads you’re managing. Each business connects to its own Meta ad account and has its own set of recommendations.
Viewing your businesses
Go to Settings > Businesses to see all businesses in your current organization. The page shows:
- A usage indicator at the top (e.g., “2 of 3 businesses” based on your plan)
- Cards for active businesses, pending deactivation, and deactivated businesses
Creating a new business
Click the 'Create New Business' card
At the end of the active businesses grid, you’ll see a card with a plus icon. Click it to open the creation dialog.If you’ve reached your plan’s business limit, this card will be disabled and show an “Upgrade to add more” message.
Fill in the details
The form has the following fields: Click 'Create'
The business is created and added to your organization. You can now select it from the sidebar.
Connect a Meta ad account
After creating the business, you’ll need to connect the Meta ad account associated with it. See Connect Meta Ads for how to do that.
Fill in the business metrics (ROAS, AOV, etc.) sooner rather than later. The AI uses these to calibrate recommendations and color-code your performance data. Without them, you’ll see a prompt to add metrics before you can generate recommendations.
Editing a business
Click the edit icon on any business card to open the edit dialog. You can update any field, including the business name, storefront URL, and all metrics.
Deleting a business
Click the delete icon on a business card and confirm in the dialog. This permanently removes the business and its associated data.
Deleting a business is permanent and can’t be undone. If you just want to temporarily remove a business, consider downgrading your plan instead, which schedules deactivation at the end of your billing period.
Business statuses
Reactivating a business
If you have an open slot in your plan, you can reactivate a deactivated business by clicking the Reactivate button on its card. If you don’t have enough slots, you’ll be prompted to upgrade first.
Selecting a business
Click a business card (or use the sidebar dropdown) to make it the active business. All dashboard metrics, Ads Manager data, and recommendations will switch to reflect the selected business.
Your selection is saved between sessions, so you’ll see the same business when you come back.