AgencyAI makes analyzing client performance as fast as a text conversation.
Ask any question about client performance, like ‘What’s the conversion rate this quarter?’ and get instant answers. No digging required.
All client performance data, just one question away. AgencyAI can read all your client performance and answer your questions, whether it’s a quick metric check, or a deep analysis.
Answers you can trust. AgencyAI cites its sources, linking directly to performance reports and dashboards, so you always know where the answer comes from.
Get help right when you need it. AgencyAI points you to the right help center articles whenever you need extra guidance.
How to Use AgencyAI
AgencyAI is found on the right sidebar across your AgencyAnalytics account, with a couple of exceptions: it's not available in the editor for Reports and Dashboards.
Click the AgencyAI ✨ icon at the top to expand the toolbar.
AgencyAI provides data analysis over your selected time period. Metrics that are not time-dependent won't be included, such as Majestic or Google PageSpeed, which only provide snapshots of daily data.
With AgencyAI expanded, you can enter your own prompt at the bottom or choose from a suggestion. Suggested prompts are generated from real changes in clients' data across your selected timeframe.
You can view past AgencyAI conversations on a per-client basis by opening the AgencyAI slide-out, then clicking the clock rewind icon.
Example AgencyAI Prompts to Try
Test one of these prompts out in your AgencAI by copying and pasting it into the prompt box.
Tell me something interesting: Reveal noteworthy insights, new trends, and connections between key metrics.
Identify an opportunity: Share potential areas to capitalize on, and prove you're actively optimizing.
Celebrate a win: Share key accomplishments, reinforce your agency's value, and demonstrate ROI.
Highlight an issue: Use this prompt for anomaly detection and identifying challenges.
Uploading Files to AgencyAI
Within AgnecyAI, you can now upload files to give the AI more context about your client. This will then be taken into account when AgencyAI responds to chats about that client.
You can upload up to 20 files per client.
File size limit - 10mb
Supported file formats: PDF, DOCX, XLSX, PNG, JPG, JPEG, MD, Markdown, TXT, and CSV.
To upload files to the client, navigate to the client, click the Data tab at the top left, click Files on the left, then click Upload file.
Use Premade Skills
AgencyAI comes with premade skills built from feedback we've gotten from customers just like you. They are at the account level and client level.
At the Account level, you'll see prompts like:
Find at-rsik clients
Celebrate client wins
Research a prospect
At the Client level, you'll see prompts like:
Prepare notes for my client meeting
Run a client health check
Look for keyword opportunities
Investigate a metric change
Draft a client update email
Just click the prompt in the window, and it will run.
Create Custom Skills
Within AgencyAI, you can create custom skills tailored to your agency's needs. Custom skills let you define specific prompts and instructions that AgencyAI will remember and apply to your conversations, so you don't have to repeat yourself every time. You can create unlimited custom skills.
For example, you could create a skill that tells AgencyAI to always analyze performance in a particular way, highlight specific KPIs, or use your agency's own terminology.
Here is a walkthrough of adding a new skill, or read through the instructions below:
Step 1: Click the AgencyAI icon ✨ at the top right
Step 2: Click the forward slash / at the bottom of the AgencyAI window, then click the + button in the top right of that pop-up.
Step 3: Enter a Name, Description for your skill, and write the Instructions you want AgencyAI to follow.
Step 4: Select the Visibility to be Only me or Everyone on the account, depending on whether you'd like others to use this skill as well. Then click Save.
To use the skill, click that same forward slash/ at the bottom of the AgencyAI window and click the skill from the list.
You can also delete or edit it by hovering over the skill; a pencil or trash can icon will appear.
More AgencyAnalytics AI Features
Use the AgencyAnalytics MCP to bring Client data directly into your AI Chat tools
AI Page Builder uses prompts to quickly and easily build professional Reports and Dashboards
Quickly summarize Reports and Dashboards with AI Summaries
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄