Where should I store my own files and my clients' files?

The Library is your own file area. It holds contracts, logos, sales material, meeting recordings and AI generations, and you can organize it in folders. Every file gets a shareable link, so you can keep a folder of documents and share the links.

For files that belong to a specific client, open the contact and use the Files tab at the bottom. Keeping files on the contact puts them together with that person's conversation history in one place.

Each sub-account has its own Library. For your own business, put files in the Library or on a contact, whichever fits your workflow better.