ChatGPT Business Hub for agencies: manage client profiles
How agencies run client profiles in ChatGPT Business Hub: who claims, how the client adds you, locations and brands, Persona documents and insights.
On this page
- 01Should an agency claim a client's business in ChatGPT?
- 02How does a client give an agency access in Business Hub?
- 03What can an agency manage for a client?
- 04What documents does the business owner need to verify?
- 05Can local and service-area businesses claim a profile?
- 06How do I manage clients with several brands or locations?
- 07What should an agency report from Business Hub insights?
- 08Client onboarding checklist for ChatGPT Business Hub
- 09How Transica helps
- 10Common questions
- 11Sources
In ChatGPT Business Hub, the client should claim their own business and then give your agency access. OpenAI's setup guide says the admin who claimed a business can grant an agency access to manage the business or its agent, and that each person uses their own ChatGPT account. The claim ends with Persona, an ID check on the person authorized to represent the business, so the client should be the one who does it. Once you're in, your agency can keep the profile, product feed and Business Agent current and report on the insights.
Business Hub is where owners claim and manage their business in ChatGPT. OpenAI opened it as a beta on 10 November 2026.
Should an agency claim a client's business in ChatGPT?
Usually not. OpenAI lets anyone who owns a business or is authorized to represent it make the claim. But the person who claims becomes the admin who invites everyone else.
| Who claims | What follows |
|---|---|
| The client | The client passes Persona with their own ID and adds your agency. If you part ways, the client is still the admin |
| Your agency | Someone at your agency ties their own ID to the client's business and holds the admin role. OpenAI's article doesn't say how to move that role to the client later |
OpenAI also asks owners not to forward a personal claim invitation to give someone access. Both the Businesses in ChatGPT policy and the Business Agents Policy apply to authorized representatives, and both say to manage only businesses you own or are authorized to represent.
How does a client give an agency access in Business Hub?
- The client claims the business. They sign in to ChatGPT with their own account, open Business Hub, find the listing and verify with one of the methods shown: business phone, business email, website domain or Shopify store.
- Your agency adds the DNS record, if you run the domain. For the website domain method, ChatGPT shows a TXT record to add to the domain's DNS settings. OpenAI's guide says whoever manages the domain can add it for the owner.
- The client passes Persona. After OpenAI approves the claim, the client completes the ID check. Until it's approved, nobody can publish profile changes, connect a feed, see insights or create an agent.
- The client invites your agency. The admin grants your agency access in Business Hub. Tell the client which ChatGPT account your agency will use.
A ChatGPT workspace is a shared team account, such as ChatGPT Business or Enterprise. If the client claimed inside one, OpenAI says invitees may need to be members of that workspace. If the agency invitation is blocked, the client should contact OpenAI Support.
What can an agency manage for a client?
OpenAI says agency access covers managing the business or its agent. Its article doesn't list each permission, so check what you can open after the client invites you. These are the parts of Business Hub that unlock once the client's Persona check is approved:
| Area | What you can do | Limits |
|---|---|---|
| Profile | Update the website, description, category, logo, delivery policy and return policy; add a cover photo and other details | OpenAI reviews each change before it appears |
| Product feed | Connect a Shopify feed, upload a CSV, or link a hosted feed file (feed guide) | Products must follow OpenAI's Commerce policies |
| Business Agent | Write its instructions, preview it with common customer questions, publish it | Eligible US ecommerce and online service businesses with a website |
| Insights | See mentions, website clicks and discovery topics for the past 28 days | Totals and themes only, no prompts |
The Business Agents Policy bans instructions that invent offerings, prices, availability, reviews, guarantees or results. OpenAI says businesses stay responsible for the information and instructions they provide, so agree with the client on who approves the agent before it's published.
What documents does the business owner need to verify?
There are two checks, and the client does both.
| Check | What the client needs |
|---|---|
| Claim | Access to one of these: the business phone, the business email inbox, the domain's DNS settings, or the Shopify store's login |
| Persona | Possibly a government-issued ID, business registration information, and proof that they're authorized to represent the business |
Before the client starts, check that the business name, address and any registration or tax number they'll enter match their official records. OpenAI asks for exactly that when a Persona check fails. For stuck or failed checks, see Business Hub verification.
Can local and service-area businesses claim a profile?
OpenAI says claiming starts with businesses that have a website, and availability depends on the business's location and type.
| Client | What OpenAI says |
|---|---|
| Online store or online service | Can claim, or may see an option to add a missing listing. Can have a Business Agent if it's in the US, has a website and is in an allowed industry |
| Local store or restaurant | Can claim only an existing US listing for now. A mention counts when ChatGPT shows a result for that location |
| Service-area business, such as HVAC or plumbing | OpenAI's pages don't address these. Its policy lists service area among the details a profile must keep accurate |
| Business outside the US | Can claim where ChatGPT is available and the verification is supported. No Business Agent for now |
If a client sees a waitlist instead of a claim, OpenAI's pages don't explain it. Some businesses can manage a profile without being eligible for an agent.
How do I manage clients with several brands or locations?
Each brand is managed on its own. OpenAI says there's no central management across a parent company's brands and locations for now.
- Several brands. Plan a separate claim for each brand.
- Several locations. Claiming the main brand doesn't claim its locations, so check each location's listing on its own.
- Managed claim process. For brands on OpenAI's managed claim process, location profiles stay locked by default. Ask the client's OpenAI account contact about the supported path. OpenAI's announcement says existing Enterprise customers and advertisers can also claim through their OpenAI representative.
What should an agency report from Business Hub insights?
Insights show totals for the past 28 days. They come from ChatGPT itself, but they don't show the questions people asked.
| Metric | What it tells the client | What it doesn't |
|---|---|---|
| Mentions | Online business: how often ChatGPT referenced the website. Local business: how often ChatGPT showed a result for that location | Answers that name the brand without the website |
| Website clicks | How often people clicked through to the site | What they did next |
| Discovery topics | Common themes in answers that mentioned or cited the business | Individual prompts or customer intent |
A monthly report can compare mentions and clicks with your last report, list the discovery topics, and note the profile, feed or agent changes you made. Pair it with the client's own analytics for visits and sales (how to track ChatGPT traffic).
A blank number can mean activity is below OpenAI's reporting threshold, data is still being collected, or reporting is unavailable. Report it as "not reported", not as zero.
What not to promise clients
- More visibility or recommendations. OpenAI says claiming a profile doesn't change its visibility, and its Businesses in ChatGPT page says claiming doesn't guarantee higher placement or sales.
- Instant updates. OpenAI reviews each change, updates take time to appear, and ChatGPT may still use other sources.
- Better answers through ads. OpenAI says advertising doesn't influence ChatGPT's independent answers.
- An agent for every client. Agents are for eligible US ecommerce and online service businesses, and verification alone doesn't guarantee one.
- Prompt-level data. Businesses don't get individual prompts, conversations or chats with their Business Agent.
Client onboarding checklist for ChatGPT Business Hub
| Step | Who | What to check |
|---|---|---|
| 1. Check eligibility | Agency | Location, business type and a website; the agent rules if the client wants one |
| 2. Pick a verification method | Agency and client | Phone, email, DNS or Shopify; add the TXT record if you run the domain |
| 3. Claim the business | Client | Their own ChatGPT account; if it's in a workspace, invitees may need to join it |
| 4. Pass Persona | Client | ID, registration details and proof of authority; name and address as in official records |
| 5. Invite the agency | Client | Your agency's own ChatGPT account, never a forwarded claim invitation |
| 6. Update the profile | Agency | Website, description, category, logo, delivery and return policy |
| 7. Connect the product feed | Agency | Products, prices and availability that follow the Commerce policies |
| 8. Set up the Business Agent | Agency, client approves | Instructions that follow the Business Agents Policy, previewed with real customer questions |
| 9. Report monthly | Agency | Mentions, clicks, discovery topics and the changes you made |
How Transica helps
- Transica as the agency for stores. The store owner claims the business, passes Persona and invites Transica. Transica fills in the profile, builds the product feed and keeps it current, sets up the Business Agent, and sends a monthly note from the Business Hub insights. See ChatGPT setup for your store, done for you.
- An app for what the Business Agent can't do. OpenAI says the agent can't complete purchases, make bookings or check a customer's order (what it can and can't do). Transica builds the client's own app for ChatGPT and Claude from their API or website, signs customers in with the login they already have, hosts it, and prepares the directory submissions. Building is free; hosting starts at $19 a month.
- Free page scan. Scan a client's page, with no account, to see whether ChatGPT and other AI tools can read it.
Common questions
Can an agency claim a business in ChatGPT for a client?
OpenAI lets anyone authorized to represent a business claim it. The person who claims becomes the admin and passes Persona with their own ID, so the client should usually claim and then add the agency.
Does my agency need to pass Persona?
OpenAI's article describes Persona for the person who claims a business or disputes its ownership. It doesn't say invited teammates or agencies go through it.
Why is my agency invitation blocked?
If the client claimed inside a ChatGPT workspace, invitees may need to be members of it. Otherwise the client should contact OpenAI Support. Don't use a forwarded claim invitation instead.
Is Business Hub open to HVAC and other service-area businesses?
OpenAI's pages don't address service-area businesses. Local stores and restaurants can claim only an existing US listing for now, and availability depends on the business's location and type.
Can an agency see the prompts behind a client's mentions?
No. Insights show totals and discovery topics for the past 28 days. Businesses don't get individual prompts, conversations or Business Agent chats.
Is Business Hub data useful for client reports?
Yes, for trends. Mentions, website clicks and discovery topics come from ChatGPT itself, but they don't show which questions led there, and a blank number doesn't always mean zero.
Will claiming a client's business get it recommended more?
No. OpenAI says claiming doesn't guarantee higher placement or sales, and ads don't influence ChatGPT's independent answers.
Can I manage all of a client's locations from one profile?
No. Each brand is managed separately, central management across brands and locations isn't available, and claiming the main brand doesn't claim its locations.
Sources
Read on 12 November 2026.
- OpenAI Help Center: Setting up your business on ChatGPT
- OpenAI, Introducing Businesses in ChatGPT, 10 November 2026
- OpenAI, Businesses in ChatGPT: Claim your business
- OpenAI, Businesses in ChatGPT policy and Business Agents Policy, updated 10 November 2026