Agency Intelligence

FAQ's

Answers about early access, secure knowledge bases, implementation, pricing, support, and how Agency Intelligence works.

Getting Started

What is Agency Intelligence?
Agency Intelligence is an AI platform for digital agencies. ai/Chat gives your team one managed workspace for approved models, shared context, prompts, workflows, and connected tools. ai/Knowledge centralizes agency and client knowledge. ai/Insights analyzes usage, adoption, costs, knowledge, tools, workflows, and other available operating signals.
Who is this for?

Digital agencies that want to use AI consistently across a team. Agency Intelligence combines approved models from leading providers, agency and client knowledge, shared prompts, repeatable workflows, connected tools, and visibility into AI usage and costs.

How is this different from ChatGPT?
ChatGPT is OpenAI's AI workspace. Agency Intelligence is designed for agencies that want a native multi-provider AI workspace plus dedicated knowledge and intelligence applications, agency and client context, repeatable workflows, and one managed view of usage and costs. See how ai/Chat works.
Do we have to replace all our tools?

No. Your project management, CRM, analytics, collaboration, and other agency systems stay in place. Agency Intelligence connects to supported tools where integrations are available. You also do not have to cancel ChatGPT, Claude, or other AI subscriptions that remain useful to your team.

Can we test this first?

Yes. Every agency starts with 30 days free during early access. You get up to unlimited users, 5 workflows, and 3 secure KBs. We handle onboarding and setup. At the end of 30 days, decide whether to continue at early access pricing.

Core Features

Which AI models can we use?
Team members can use approved GPT, Claude, Gemini, and other supported models in ai/Chat. Available models depend on current provider support and platform validation. Compare and switch supported models from one managed workspace. Learn more about Models.
How does the knowledge base work?
Upload approved agency or client documents into ai/Knowledge. When supported Agency Intelligence experiences retrieve from a knowledge base, relevant context can be used to produce more grounded responses. Knowledge-grounded responses can include citations to supporting sources so important facts can be reviewed.
What can we automate?

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.

What does ai/Insights measure?
ai/Insights analyzes usage, model costs, knowledge use, workflow activity, tool activity, feedback, business-use patterns, completion signals, and other available operating data. It can help identify patterns, estimates, forecasts, and recommendations, but usage telemetry alone does not prove causal financial ROI.

Security & Privacy

Where does our data live?

Your data lives in your private environment. Chat logs, secure KBs, workflow outputs, and agency context are protected with encryption in transit and access controls.

Does our data train AI models?

Agency Intelligence is designed to use supported provider business or API services rather than consumer training flows. Data handling by each supported provider follows the applicable commercial or API terms and account configuration used for your environment.

How do you keep client data separated?

Client knowledge is stored in secure KBs inside your private environment. Access controls limit which users and workflows can use that knowledge.

Can I use single sign-on?

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

Getting Live

How long until we're running?

Timing depends on how quickly we receive your users, API keys, workflow selections, and knowledge materials. Once the onboarding materials are ready, setup and launch move quickly.

What does onboarding look like?

You provide your user list, API keys, workflow selections, and agency or client documents. We configure your private environment, set up secure KBs, deploy your first 5 workflows, and train your team when you go live.

What do you need from us?

AI API keys from your developer accounts, a short user survey, 5 workflow priorities, and agency or client docs for secure KBs. The more context you give us upfront, the faster your team sees value.

What does the first month look like?

Week 1: Your team launches with secure KBs and starting workflows. Weeks 2-3: Usage ramps as people test real work. Week 4: We review usage, feedback, value, and fit before you decide whether to continue.

How do you get our team to actually use it?

We provide training, onboarding, and setup. We help your team migrate existing ChatGPT and Claude chat histories where useful. We pre-populate each team member's user memory with profile details and preferences so AI outputs fit how they work. Product support is available as your team ramps up.

Support & Updates

What kind of support do we get?

Ticket-based product support is included for platform questions, access issues, workflow troubleshooting, secure KB setup, and dashboard visibility. Additional strategic services or custom workflow work can be scoped separately.

Can you integrate with our tools?
Yes. We connect to your project management, CRM, analytics, and productivity platforms. See our integrations. If you need custom integrations with proprietary tools, we build those too.
How do updates work?

Platform updates roll out through the supported Agency Intelligence release process. We add supported models as provider access becomes available and models are validated for the platform. Feature and workflow updates are communicated through the normal product channels.

Pricing

How does pricing work?
Every agency starts with 30 days free during early access. Full access includes up to unlimited users, 5 workflows, and 3 secure KBs. If you continue, early access pricing is $15/user/month + usage. Standard pricing is expected to start at $30/user/month + usage after the early access period. See pricing details.

See Agency Intelligence in action

Start with 30 days free, including up to unlimited users, 5 workflows, and 3 secure KBs. Our team handles onboarding and setup.