Brand Profiles & Switching Between Brands
What this is for, in one sentence: brand profiles are how Zicy keeps each brand’s world separate — its own prompts, competitors, dashboards, and reports — and the Select Brand screen is how you move between them.
Who uses this most: everyone touches it once; agencies live in it. If you manage one brand, you’ll set this up once and rarely return. If you manage many clients, this is your front door every day.
For this article we follow Marcus, an account director at NorthStar Digital, an agency managing several clients — including MenuPilot from our other guides.
The Select Brand screen (your client list)
Section titled “The Select Brand screen (your client list)”After logging in, you land on Select Brand — the list of every brand profile in your account. There’s no limit on how many you can have.
What each part does:
- Search box — start typing a brand name or website to jump straight to it. Essential once your list grows past a handful.
- Pin (the pin icon) — pins a brand to the top of the list and into your quick-switch dropdown (more on that below). Pin the clients you touch daily.
- Delete (the bin icon) — removes the profile and all its tracking history. Deleting a profile asks you to type the profile name to confirm, so a stray click can’t cost you a client’s history — but once confirmed, it is permanent.
A note on words: Zicy says “brand profiles”; if you’re an agency, read that as “clients.” Same thing.
Opening a brand — the Switch Profile check
Section titled “Opening a brand — the Switch Profile check”When you click a brand, Zicy asks you to confirm before opening it.
This might feel like an extra click, but it’s a deliberate safety net: for anyone juggling many clients, it prevents the classic mistake of adding prompts or generating content inside the wrong client’s account. Read the name, confirm, proceed.
Always know whose data you’re looking at
Section titled “Always know whose data you’re looking at”Once inside, the top-left corner of every screen shows which brand you’re working in (e.g., “MenuPilot – Active”). Before you read a number, change a setting, or export a report — glance there first. It’s the single most useful habit for multi-client work.
Clicking it opens a quick-switch menu:
From here you can jump to a pinned client in one click, go back to the full list via Switch Profiles, start a new profile, or open Account Settings — without hunting through navigation.
Creating a new brand profile
Section titled “Creating a new brand profile”The full walkthrough lives in Setting Up Zicy for the First Time (GS-01) — the short version: click Create New Profile, paste the brand’s website, let Zicy auto-fill the form, check every field, save.
For agencies, two profile-creation habits pay off:
- Name profiles the way your team talks. The profile name is what appears in your list and reports — “MenuPilot” beats “menupilot.io project 2.”
- Check the auto-filled fields extra carefully for client profiles. You know your own brand by heart; you might not catch a wrong detail about a client’s. The Brand Name, Variations, and Primary Location fields decide what gets measured.
Pitching Mode — audits for brands you haven’t signed yet
Section titled “Pitching Mode — audits for brands you haven’t signed yet”At the bottom of the profile form sits the Enable Pitching Mode toggle. Switched on, it creates a special kind of profile: Zicy runs a full one-off audit of the brand, but weekly tracking stays off.
Why this exists: it’s the agency new-business move. Before a prospect has signed anything, you run their audit, walk into the pitch with their real AI-visibility data — where they’re invisible, who AI recommends instead — and let the numbers make the argument. Because tracking is off, the prospect profile doesn’t keep consuming your quota week after week.
If the prospect becomes a client, create their real profile (or switch tracking on) and start measuring properly.
Common questions
Section titled “Common questions”How many brand profiles can I have? No limit on profiles. Your plan’s limits apply to prompts, analyses, and content credits — which are shared across your whole account.
Does each brand get its own data? Yes — prompts, competitors, dashboards, topics, sentiment, and exports are all per-profile. Nothing bleeds between clients.
Can I restrict a teammate to specific clients? Yes — team roles and per-client scoping are covered in the Team, Settings & White Label article (M-16).
I deleted a profile by mistake — can I get it back? No — deletion is permanent once confirmed. The typed-confirmation step exists precisely so it can’t happen by accident: the name you type is the history you lose. Pin the profiles you use.
What to do next
Section titled “What to do next”- Setting up your first brand? Setting Up Zicy for the First Time (GS-01).
- Just created a profile? Your next stop is prompts: How to write tracked prompts that actually work (GS-02).
- Agency running many clients? The Zicy for Agencies guide walks the whole per-client workflow, from pitch to monthly report.