AI for Agencies
Agencies sell creative and strategic work, yet a big share of the week goes to proposals, onboarding, status chasing and reports. The products here are built for that reality. Some are made only for agencies, like white-label client reporting. Others are agency editions of wider products, adapted to how agency teams sell, deliver and keep clients informed.
Where AI helps, from enquiry to outcome
A general pattern, matched to real products in this industry.
- Stage 1 Enquiry New enquiries get a fast, consistent first response, day or night. AI Agency Client Onboarding
- Stage 2 Qualify Basic details and readiness are confirmed before staff time is spent. AI Agency Delivery Agent
- Stage 3 Fulfill The core job moves forward without waiting for someone to be free. AI Agency Operations OS
- Stage 4 Support Questions and follow-ups after the fact are handled without a queue. AI Agency QA
- Stage 5 Retain Customers hear from you again at the right moment, instead of going quiet. AI Agency Sales Agent
Recommended bundle
AI Agency OS
AI Agency OS brings together five products for marketing and digital agencies, from first enquiry to monthly report: AI Agency Sales Agent, AI Agency Proposal Agent, AI Agency Client Onboarding, AI Agency Reporting and AI Agency Project Manager, delivered as one project with one intake.
All Agencies products
Grouped by the job they doIndustry Solutions
AI Proposal System for Agencies From $9,700 · License $3,450 first year Industry Edition AI Agency Operations OS License $6,950 first year Core Product AI Agency QA From $4,100 · License $1,450 first year Core Product AI Agency Knowledge Base From $11,100 · License $3,950 first year Core Product AI Agency Delivery Agent From $8,300 · License $2,950 first year Core Product AI Agency Project Manager From $8,300 · License $2,950 first year Core Product AI Agency Content Engine From $7,600 · License $2,700 first year Core Product AI Agency Reporting From $6,200 · License $2,200 first year Core Product AI Agency Client Onboarding From $4,100 · License $1,450 first year Core Product AI Agency Proposal Agent From $5,500 · License $1,950 first year Core Product AI Agency Sales Agent From $8,300 · License $2,950 first year Core ProductWhere do agency hours quietly disappear?
Usually around the edges of client work. Proposals and SOWs take billable hours to write. New clients need chasing for access and assets. Briefs and brand guidelines get lost in shared drives. Reports need assembling for every client. Each of those has a product here, from the AI Agency Proposal Agent to AI Agency Client Onboarding and AI Agency Reporting.
- Sales: AI Agency Sales Agent qualifies leads and books discovery calls
- Proposals: AI Agency Proposal Agent and the AI Proposal System for Agencies
- Onboarding: AI Agency Client Onboarding collects access, assets and briefs
- Delivery: AI Agency Project Manager and AI Agency Delivery Agent
- Quality: AI Agency QA checks work against the brief
- Reporting: AI Agency Reporting builds white-label reports
How do the agency editions differ from the core products?
Two products here are industry editions. The AI Proposal System for Agencies takes the general proposal product and shapes it for agencies that spend too many billable hours on proposals, scopes and SOWs. The AI Company Knowledge Hub for Agencies turns company documents, wikis and drives into one cited Q&A assistant, tuned for finding client briefs, brand guidelines and process docs.
What if you want one system instead of separate tools?
The AI Agency Operations OS runs agency sales, onboarding, delivery and reporting in one system. It suits agencies that are tired of stitching tools together and want the stages connected. If you would rather start small, pick the single product that solves your loudest problem and add others as the team gets comfortable.
Questions buyers ask
Can client reports carry our agency's branding?
Yes. AI Agency Reporting builds white-label client performance reports, so clients see your agency's name on the work. It takes the repetitive assembly off your account team, who can then spend their time explaining results to clients instead of formatting slides and tables.
How does AI Agency QA check deliverables?
It checks deliverables against client briefs before they are sent. That catches mismatches between what was asked for and what was made while there is still time to fix them. It fits well alongside the AI Agency Delivery Agent, which coordinates handoffs between strategy, creative and delivery.
Which product helps produce content for many clients?
The AI Agency Content Engine produces client content at volume across brand voices. That matters for agencies writing for several clients at once, where each brand needs to sound like itself. Pair it with AI Agency QA if you want each piece checked against the client brief before it goes out.
Works with the tools you already use
Agencies products connect to the tools shown below. You provide access in your own accounts; we set up the connection and test it.
No integration editions are published for this industry yet.
Frequently asked questions
What's an Industry Edition?
A version of a Core Product tuned to one sector's data, terminology and workflows. It is priced and delivered the same way as any other catalog product, with its own Scope Card.
How long does delivery take?
Each product shows a fixed delivery time in working weeks, with faster Express and Rush options for a fee. The clock starts the working day after your intake is complete.
What do we need to provide?
You add our team as a user, or create an API key that you control, for each system the product connects to: your CRM, helpdesk, store, telephony, WhatsApp or AI provider. Credentials are never sent by email, and you can remove our access at any time. We never buy third-party accounts on your behalf.
What if we need something outside these products?
Add a note at checkout if you need something specific. If it fits within the Scope Card it is simply included. If it goes beyond it, you get a written Change Quote within two working days, and that work starts only once you accept it, with its time added to your delivery date.