Frequently Asked Questions

Digital agencies ready to move beyond generic AI tools. You want every role using AI effectively. Repeatable workflows, a shared prompt library, all major models in one place, AI connected to the tools you already use, and clear visibility into what AI actually costs and saves.

No. Agency Intelligence replaces the individual ChatGPT, Claude, and Gemini subscriptions scattered across your team. Everyone gets access to every model in one place. Your project management, CRM, and other agency tools stay. We connect to them.

Yes. We offer a 30-day trial. You get unlimited users, 10 workflows, and 3 knowledge bases. We handle onboarding and setup. No credit card required. At the end of 30 days, decide if you want to continue on a month-to-month or annual contract. If it's not working, you're done.

We have completely customizable, human-in-the-loop agentic workflows for creative, marketing, sales, operations, account, and delivery teams. Automate the repetitive work, from social posts and campaign briefs to proposals, QBRs, status reports, and SOWs, while keeping humans in control of quality.

Your own secure cloud environment. Chat logs, knowledge bases, agent outputs. Everything runs in your isolated instance with encryption in transit.

Never. Your content feeds responses through retrieval, but models don't learn from it. This applies across all providers: OpenAI, Anthropic, Google, and open-source. Your agency work and client files stay private.

Client data is logically isolated inside a shared vector database. Each client has its own namespace with schema rules so retrieval only happens within that client context. Access controls limit visibility by team and user.

Yes. SSO works with SAML and common OIDC setups. Keeps login simple for your team.

Most agencies can be live within a day or two. We handle setup, load your knowledge base, configure roles, train your team, set up your workflows, and test everything before handoff. Complex custom builds take longer, but we move quick.

You set up your team’s accounts, then we help load your docs, SOPs, and past work into knowledge bases. We populate the prompt library, deploy your first workflows, connect your existing agency software, and run a training session when you go live.

AI API keys, a short survey to populate user memory, and agency and client docs for knowledge bases. The more context you give us upfront, the faster your team sees value.

Week 1: Team is live with your agency knowledge base loaded. Weeks 2-3: Usage ramps as people test workflows. Week 4: You have baseline costs and usage data, plus a short list of what to expand next.

We provide training, onboarding, and setup. We help your team migrate existing ChatGPT and Claude chat histories so no work is lost. We pre-populate each team member's user memory with their contact info and preferences so AI outputs match their voice and style. Your dedicated account manager is available for ongoing guidance and support as your team ramps up.

Ticket support with fast response times. Direct access to our team for troubleshooting, workflow improvement, and platform updates. Support doesn't end at launch. Need a new prompt, knowledge base, or workflow? We're here to help.

Platform updates roll out automatically. New models get added as they launch. No action needed. We announce feature updates and new workflows via email and in-platform.