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Data Sources

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General

Data Sources | General

Fields & Formulas

Data Sources | Fields & Formulas

Connections

Data Sources | Connections

Reports

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Creating & Sharing

Reports | Creating & Sharing

Report Editing

Reports | Editing

Report Config

Reports | Report Config

Chart Cards

Reports | Chart Cards

Content Cards

Reports | Content Cards

Data Chat

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General

Data Chat | General

AI Visibility

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General

AI Visibility | General

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General

AI | General

MCP

AI | MCP

Clients

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General

Clients | General

Integrations

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General

Integrations | General

Webhook — Local & Reviews

Integrations | Webhook — Local & Reviews

Webhook — Automation Payloads

Integrations | Webhook — Automation Payloads

Webhook — Other

Integrations | Webhook — Other

Settings

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Account & Billing

Settings | Account & Billing

Users

Settings | Users

Comments & Notes

Settings | Comments & Notes

Notifications

Settings | Notifications

FAQ

Settings | FAQ

Other

Settings | Other

KPI Forecasting

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General

KPI Forecasting | General

Settings & Status

KPI Forecasting | Settings & Status

Seasonality

KPI Forecasting | Seasonality

Metrics by Source

KPI Forecasting | Metrics by Source

Budget Tracking

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General

Budget Tracking | General

Anomaly Detection

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General

Anomaly Detection | General

Automation Jobs

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General

Automation Jobs | General

Change History

Automation Jobs | Change History

URL & Page Checkers

Automation Jobs | URL & Page Checkers

Local & Reviews

Automation Jobs | Local & Reviews

Search Console

Automation Jobs | Search Console

Insights

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Managing Insights

Insights | Managing Insights

Change History

Insights | Change History

URL & Page

Insights | URL & Page

Local & Reviews

Insights | Local & Reviews

Other Insight Types

Insights | Other Insight Types

Local Listings

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General

Local Listings | General

Profiles & Content

Local Listings | Profiles & Content

Performance & Activity

Local Listings | Performance & Activity

Media

Local Listings | Media

Categories & Services

Local Listings | Categories & Services

Reviews

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General

Reviews | General

General

Social Posts | General

Creating Posts

Social Posts | Creating Posts

Managing Posts

Social Posts | Managing Posts

Data Warehouse

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Pipelines

Data Warehouse | Pipelines

Access & Credits

Data Warehouse | Access & Credits

Source Fields

Data Warehouse | Source Fields

Data Studio

Data Warehouse | Data Studio

BigQuery

Data Warehouse | BigQuery

General

Clients | General

General

Integrations | General

MCP

Integrations | MCP

Webhook — Automation Payloads

Integrations | Webhook — Automation Payloads

Webhook — Local & Reviews

Integrations | Webhook — Local & Reviews

Webhook — Other

Integrations | Webhook — Other

Account & Billing

Settings | Account & Billing

Users

Settings | Users

Comments & Notes

Settings | Comments & Notes

Notifications

Settings | Notifications

FAQ

Settings | FAQ

Other

Settings | Other

Recent Updates

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Account Settings

Settings | Account & Billing

Acknowledging and Resolving Insights

Insights | Managing Insights

Add comment from Slack

Integrations | General

Add comment from Zapier

Settings | Comments & Notes

Adding a User

Settings | Users

AI Analysis Generation

Reports | Creating & Sharing

AI Credits

AI | General

AI Models

AI | General

AI Visibility Insights

AI Visibility | General

AI Visibility Overview

AI Visibility | General

AI Visibility Settings

AI Visibility | General

AI Visibility Webhook Payload

Integrations | Webhook — Other

Analysis Card

Reports | Content Cards

Anomalies Bulk Action

Anomaly Detection | General

Anomaly Algorithm

Anomaly Detection | General

Anomaly Detection

Anomaly Detection | General

Anomaly Detection Insight

Insights | Other Insight Types

Anomaly Detection Settings

Anomaly Detection | General

Anomaly Detection Webhook Payload

Integrations | Webhook — Other

Anomaly Job Common Errors

Anomaly Detection | General

An overview of Local Listings

Local Listings | General

An overview of Reviews

Reviews | General

Answers

AI Visibility | General

Area Chart Card

Reports | Chart Cards

Attributes

Local Listings | Profiles & Content

Automatic Schema Updates

Data Warehouse | Pipelines

Automation: Facebook Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Google Ads Change History

Integrations | Webhook — Automation Payloads

Automation: Google Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Google Analytics Change History

Integrations | Webhook — Automation Payloads

Automation: Google Business Profile Answer

Integrations | Webhook — Local & Reviews

Automation: Google Business Profile Change History

Integrations | Webhook — Automation Payloads

Automation: Google Business Profile Pending Updates

Integrations | Webhook — Local & Reviews

Automation: Google Business Profile Question

Integrations | Webhook — Local & Reviews

Automation: Google Review

Integrations | Webhook — Local & Reviews

Automation: Google Review Change History

Integrations | Webhook — Automation Payloads

Automation Job Common Errors

Automation Jobs | General

Automation Jobs

Automation Jobs | General

Automation: Microsoft Ads Destination URL Checker

Integrations | Webhook — Automation Payloads

Automation: Page Status Checker

Integrations | Webhook — Automation Payloads

Automation: Robots.txt Change Detection

Integrations | Webhook — Automation Payloads

Automations Bulk Action

Automation Jobs | General

Automation: Search Console Activity

Integrations | Webhook — Automation Payloads

Automation: Search Console Keyword Movement

Integrations | Webhook — Automation Payloads

Auto Resolving

Insights | Managing Insights

Bar Chart Card

Reports | Chart Cards

Branding

Reports | Creating & Sharing

Budget Campaign Dynamic Filter

Budget Tracking | General

Budget Common Errors

Budget Tracking | General

Budget history

Budget Tracking | General

Budgets Bulk Actions

Budget Tracking | General

Budget Settings

Budget Tracking | General

Budget Status

Budget Tracking | General

Budget Tracker Webhook Payload

Integrations | Webhook — Other

Budget Tracking

Budget Tracking | General

Budget Webhook URL

Budget Tracking | General

Bulk Action

Local Listings | General

Bulk Upload Images

Local Listings | Media

Calendar

Social Posts | General

Cancel Subscription

Settings | Account & Billing

Card Chat

Reports | Editing

Card Data Filters

Reports | Creating & Sharing

Settings

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Jepto has two settings areas. Account settings apply to the whole account. Client settings apply to one client.

Find account settings: Ensure you are on 'All Clients' in the client switcher, and then click on Settings from the left menu. The tabs are Account, Rules, Preferences, Labels and Variables.

Find client settings: Open a client, then Settings. The tabs are Client profile, Client info, Rules and Notes.

Account

The Account tab is the agency profile used across Jepto.

Account logo — choose update and upload an image.
Account name — required, up to 45 characters.
Account domain — required, for example acme.com.
Timezone — shown on the form and locked. It is not changed from this screen.
Start of week — the day weekly reporting starts from.

Choose Update to save the name, domain and start of week.

Rules

Rules tell Jepto’s AI how to write. The same screen appears in account settings and in client settings, and they stack.

Account Rules apply to every AI interaction on the account: tone, terminology, and what to emphasise or avoid.
Client Rules add instructions for that client only, on top of the account rules.

Type them in Custom Rules and choose Update. See Rules.

Preferences

Preferences are account-wide defaults for insights, budgets, KPIs, warehouse reports, local listings, reviews and social posts. Open a section, change the values, then save.

Section	What it controls
Insights Settings	Auto Resolve — close an insight that is still active after a set number of days. Valid values are 1 to 60. See Auto Resolving.
Budget Settings	Start threshold and End threshold (0.0 to 99.99). The start value is the daily-average band that still counts as On Track at the beginning of the period. It decays to the end threshold by the end of the period. The start threshold cannot be lower than the end threshold. See Budget Settings.
KPI Settings	Rolling average in days (30 to 60) for Google Analytics 4, Google Ads, Google Sheets, Google Business Profile, Facebook Ads, Instagram Ads, Microsoft Ads, TikTok Ads, Twitter Ads and LinkedIn Ads. See Rolling Average.
Data Warehouse Settings	Report ID and Data Source Alias for one-click Looker Studio reports from pipeline data, for Google Business Profile, Google Search Console and Facebook Ads. See Pipeline Data Studio reports.
Local Listing Settings	Comparison threshold (0 to 99). Performance this far below the comparison is a warning. Further below is critical. See Local Listing Performance.
Review Settings	The same comparison threshold (0 to 99) for review performance. See Review Performance.
Social Posting Settings	UTM Tagging for Google Business Profile posts: Source and Medium, each up to 150 characters. See UTM Tagging.

Labels

Labels are saved client filters. Create one by saving a filter in the All Clients view of a feature, or add one from this tab. The table shows each label and how many clients it is connected to, including All clients.

On a client’s profile you attach labels so that client appears when the filter is on. See Client Filtering.

Variables

Variables are custom fields on profiles. Use them for custom filtering and for dynamic social posts. The table lists the variable name, example values and how many profiles use it. Add one with the add button, then edit or remove it from the row menu.

Client profile

Client profile is the identity of one client.

Client image — choose update and upload an image.
Client name — required, up to 45 characters.
Client domain — required, and it must begin with http:// or https://.
Labels — attach account labels, or create one from the dropdown when none exist.

Update saves the profile. Delete removes the client.

Client info

Client info is the business context Jepto’s AI uses for that client. Jepto fills it by reading the client’s website. A banner marks AI-generated data — check it, correct it, then choose Update.

Basic Information — legal name, trading name, status, business type, founded year.
Contact Information — website, email, phone, and Facebook, Instagram, X and LinkedIn.
Business Model — structure, target market, value proposition.
Competitive Positioning — certifications, differentiators, starting price.
Products & Services — key offerings, primary categories, service features.
Location — address, city, state, country, postal code, service areas.
Size Metrics — annual revenue, employee count.
Meta Information — source and review details for the record.

Notes

Notes is a read-only feed of comments and notes left on that client’s KPIs, budgets and insights. Filter by job type and comment type. Adding a comment happens on the KPI, budget or insight itself, and it shows up here.

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