Getting Started
What is Agency Intelligence?
Who is this for?
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.
How is this different from ChatGPT?
Do we have to replace all our tools?
No. Agency Intelligence replaces scattered individual AI subscriptions across your team. Each user gets one managed workspace with access to approved GPT, Claude, and Gemini models. Your project management, CRM, and other agency tools stay. We connect to them.
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?
How does the knowledge base work?
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.
How do we measure 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?
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.
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?
How do updates work?
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.
Pricing
How does pricing work?
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.