Agencies
AI Agency Operations OS
Connects agency onboarding, delivery, reporting and knowledge into one system with shared client data and approval rules (no sales or proposal agents).
Agencies
AI Agency Knowledge Base
Client brand guidelines, past campaign learnings and creative templates are answered with citations, not searched for by hand.
In an agency, the answer usually lives in one account lead's head or a folder nobody can find. AI Agency Knowledge Base answers questions about client brand guidelines, past campaign learnings and creative templates in Slack, Teams or a web app, with a citation to the source. Permission groups keep each client's knowledge with the right team.
- Cited answers on brand guidelines, campaigns and templates
- Permission groups keep client knowledge with the right team
- Monthly refresh keeps answers current
$11,100
20–30 working days
Optional maintenance $555/mo
What it is
AI Agency Knowledge Base answers questions about client brand guidelines, past campaign learnings and creative templates, in a chat interface with citations back to the source document, so your team stops re-asking the account lead who already knows. Permission groups keep each client's knowledge with the right team.
Why businesses buy it
Every time a designer asks which logo lockup a client allows, or a new hire hunts for last year's campaign retro, someone senior stops what they are doing. Multiply that across accounts and the account leads become a bottleneck, and mistakes reach clients when people guess instead. AI Agency Knowledge Base gives your team reliable, cited answers in the tools they already use. The Scope Card sets the content sources, the users and the permission groups before you buy, so you know exactly what is covered.
Problems this solves
The same brand questions land on the account lead every day
Staff ask the knowledge base in a chat interface and get answers drawn from client brand guidelines and templates. Each answer cites its source document, so the account lead is interrupted less.
Past campaign learnings disappear when a project closes or someone leaves
Up to 2,000 documents across three content sources are indexed, including campaign wrap-ups you provide. A monthly content refresh adds new material, so last quarter's lessons stay findable.
Junior staff work from outdated templates or the wrong client's guidelines
Every answer links back to the source document, so people can open the exact template or guideline it came from. They work from the version you keep, not an old copy saved on a desktop.
Client material is visible to people outside the account team
Up to three permission groups control who can see which content. If one client's knowledge should stay with one team, the assistant answers from it only for members of that group.
A good fit if
New team members and freelancers constantly ask where a client's brand guidelines live, or what was learned from a past campaign, instead of finding it themselves.
You can name up to three content sources, such as Google Drive, SharePoint, Notion or Confluence, holding your client guidelines, templates and campaign retros.
You have up to 2,000 documents, about 10,000 pages, of brand and campaign knowledge worth making searchable with citations back to the source.
You want up to three permission groups, so freelancers see general templates while only your team sees certain clients' full brand guidelines.
Not the right fit if
You need your firm's own delivery methodology, playbooks and internal SOPs made searchable, not client-specific brand and campaign knowledge. See the general-purpose AI Professional Services Knowledge Base, for that.
You need deliverables actively checked against a brief before they go out, not knowledge looked up on demand. See AI Agency QA.
You need campaign performance reported to clients, not internal knowledge answered for your own team. See AI Agency Reporting.
You need more than 2,000 documents, more than 50 users, or more than three permission groups. Add a note at checkout for a written Change Quote, or start from our Custom AI enquiry form.
How it works
- We connect up to three content sources, typically Google Drive, SharePoint, Notion or Confluence, wherever your client brand guidelines, campaign retros and creative templates already live.
- Up to 2,000 documents, about 10,000 pages, are indexed as searchable knowledge, organized by client and campaign rather than dumped into one undifferentiated pool.
- Team members and freelancers ask questions in plain language, in a web app, Slack or Microsoft Teams, for up to 50 users, and get an answer with a citation back to the source document.
- Up to three permission groups keep access aligned to who should see what, so a freelancer sees general templates while only your team sees a given client's full brand file.
- A monthly content refresh keeps answers current as brand guidelines update or a new campaign retro is added, without you re-indexing anything by hand.
- 60 benchmark questions, with an accuracy report, confirm answers are grounded in the real documents before your team relies on it for client work.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Access to the content sources it should index, such as your Google Drive, SharePoint, Notion or Confluence.
- The user list and how permission groups should be split, for example by team versus freelancer access.
- Thirty sample questions with the answers you expect, so we can check it against what your team already knows.
- A workspace admin who can complete sign-in setup for the interface you choose.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never by email.
- Your business information (company basics, hours and brand voice), shared during intake.
- One decision-maker who can approve the permission groups and sign off at launch.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified, content sources and permission groups confirmed.
Weeks 1–2
Client and campaign documents are indexed as searchable knowledge.
Week 3
The interface is connected and access is set for up to 50 users.
Weeks 3–4
60 benchmark questions run, with an accuracy report sent to you.
Week 4
Your review and two rounds of changes.
Go-live
Live, handover report sent, support starts.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $11,100 |
| Express | 15–25 working days | $12,500 |
| Rush | 10–20 working days | $13,900 |
What you receive at handover
- AI Agency Knowledge Base configured in one interface (web app, Slack or Microsoft Teams) for up to 50 users
- Connections to up to three content sources, with up to three permission groups set up
- A monthly content refresh configured for your connected sources
- An accuracy report from 60 benchmark questions
- An admin guide and a written handover report
- 30 days of post-launch support
Expected benefits and how to measure them
- Account leads can get more focused time back for client work.
- New hires can find answers on their own sooner.
- Helps keep client knowledge inside the agency when people move on.
- Repeat questions to account leads
- Ask two or three account leads to tally brand and template questions for two weeks before launch, then again a month after.
- Weekly usage
- Check questions asked per week in the assistant's usage log, and how many staff come back to ask again.
- Answer accuracy
- Start from the 60-question benchmark in the accuracy report. Re-run a sample of those questions each quarter and compare.
Before you start: Record how many internal questions your account leads field in a typical week. Note how long a new hire usually takes before working on a client unaided.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
The build price is one-time. Running AI Agency Knowledge Base afterwards costs roughly $50 to $300 a month, covering AI model usage, the vector database and hosting, billed directly in your own accounts as your document count and usage grow.
AI usage during the build and testing is also billed to your accounts, so you keep ownership of every provider relationship. Nothing runs through us.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
We recommend monthly maintenance: monitoring, fixes, and a monthly allowance of change hours, which covers a new content source, an added permission group or a refreshed template library. It starts after the 30 days of support, bills monthly, and can be cancelled any month.
$555/mo (5% of the build price a month, includes 5 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A knowledge-base tool bills per seat whether your team searches it or not | Tribal knowledge lives in whoever has been there longest | Ours is one fixed price, shown on this page before you buy |
| Scope | A knowledge-base tool is an empty search index you populate yourself | Knowledge depends on who wrote the last campaign retro, if anyone did | Ours is written on the Scope Card before purchase |
| Accuracy | A knowledge-base tool rarely checks answers against real questions before launch | Accuracy depends on whether the retro was actually thorough | Ours is checked against 60 benchmark questions with an accuracy report |
| Delivery | Sign-up is instant, indexing years of client files is not | Documenting campaign knowledge properly rarely happens on a deadline | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
How much does AI Agency Knowledge Base cost?
The one-time build price is shown in the price and delivery panel on this page, next to each delivery speed. It covers everything on the Scope Card: up to 2,000 documents from three content sources, up to three permission groups, the monthly refresh and 60 benchmark questions tested before launch. That price holds once your Scope Card is confirmed.
How is AI Agency Knowledge Base different from the general AI Professional Services Knowledge Base?
The general AI Professional Services Knowledge Base is built around a firm's own delivery methodology and internal playbooks. Agency Knowledge Base is organized around client brand guidelines, past campaign learnings and creative templates instead, the knowledge specific to the accounts you run. Choose based on which knowledge is causing repeated questions in your team.
Does AI Agency Knowledge Base generate content or just answer questions?
It only answers questions, with a citation back to the source document, such as a client's brand guidelines or a past campaign's retro notes. If you want it actively producing content deliverables in a client's voice, that is AI Agency Content Engine, a separate build focused on generating content rather than answering questions.
How much does AI Agency Knowledge Base cost to run each month?
Roughly $50 to $300 a month in your own accounts, covering AI model usage, the vector database and hosting. The figure grows with your document count and how much your team uses it. You pay providers directly. The one-time build price is separate and shown in the price and delivery panel on this page.
How long does AI Agency Knowledge Base take to launch?
The price and delivery panel on this page shows the time for each speed, counted from the day your intake is complete and access is verified. Most of the build goes into indexing your documents and checking answers against 60 benchmark questions drawn from what your team really asks about clients.
What access does AI Agency Knowledge Base need to our files?
It needs access to up to three content sources, such as your Google Drive, SharePoint, Notion or Confluence, plus a workspace admin for sign-in setup and your user and permission group list. Admin access and API keys are shared by adding our team as a user or creating a key you control, never by email, never given more access than the sources you named.
Can I add a new content source or permission group later?
Small changes, such as a new permission group or an updated folder, fit inside the monthly change hours that come with maintenance. A fourth content source beyond the three in scope, or growth past 2,000 documents, gets a written Change Quote first.
How accurate are the answers, and can I check where they come from?
Every answer includes a citation back to the specific document it was drawn from, so your team can verify it rather than take it on faith. Before launch, we run 60 benchmark questions with an accuracy report, and if the answer isn't grounded in an indexed document, it says so instead of guessing.
Stop re-asking the account lead who already knows.
Order AI Agency Knowledge Base and client brand guidelines and campaign learnings answer with citations on a fixed delivery date. The scope above is what you get, in writing, before you pay.
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