Ask any question about client performance, like ‘What’s the conversion rate this quarter?’ and get instant answers. No digging required.

AgencyAI appears in 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.

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.

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 to detect anomalies and identify challenges.

You ask AgencyAI a question about a client and get a great answer. Now you want to share it, but a scheduled report takes setup, and a PDF doesn't read well on a phone.

HTML artifacts fix that. With one request, AgencyAI turns its answer into a clean, client-ready web page you can share instantly, on any device.

Step 1: Ask AgencyAI about a client, just like you normally would.

Step 2: Ask it to turn the answer into a page when you're happy with it. For example:

Step 3: Copy the link and share it. AgencyAI creates the page in your chat and provides you with a public link to share with your client.

Good to know: Anyone with the link can view the page, so share it only with the people you want to see it.

When you add a new client, AgencyAI automatically builds a context profile for them. It pulls from the client's website and available business data in the background, so by the time you ask your first question, AgencyAI already knows who the client is and what they do.

That profile travels with the client. Ask a question, run a premade skill, or schedule a prompt (see below), and AgencyAI applies what it knows about that business to the answer. You don't have to re-explain the client every time you open a chat.

You can also write your own context, and edit or delete anything AgencyAI added on its own.

Step 1: Open the client, then click the Data tab at the top left.

Step 2: Click Client Details on the left to see the profile AgencyAI built in the right side panel.

Step 3: Edit any section you want to change, or delete what isn't accurate or Add a field with the button in the top right.

Step 4: When happy with the information, click Save in the bottom left.

In addition to the client's context profile, you can upload files to give AgencyAI even more to work with. Anything you upload is taken into account when AgencyAI responds to chats about that client.

You can upload up to 20 files per client with a file size limit of 10mb. We support 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 under the Context section, then click Upload file.

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:

At the Client level, you'll see prompts like:

Just click the prompt in the window, and it will run.

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.

Instead of running the same AgencyAI prompt over and over, you can schedule it to run automatically on a cadence that works for you. Schedule prompts to run daily, weekly, or just once, and the results land directly in that client's conversation history.

Think of it like scheduled reports, but powered by AI. Set up a Monday morning client summary and it's ready before your team arrives. Use it for a pre-meeting brief, a weekly check on at-risk accounts, or any prompt you find yourself retyping.

To schedule an AgencyAI prompt:

Step 1: In AgencyAI ✨, click the Schedules button.

Step 2: Click Add Schedule.

Step 3: Enter a name for your schedule (e.g., "Monday morning client summary").

Step 4: Choose the recurrence. One-time or Recurring (daily, weekly or monthly).

Step 5: Write the prompt you want AgencyAI to run (e.g., "Give me a morning summary of this client so I can read it with my coffee").

Step 6: Click Save.

Once saved, your prompt runs automatically on the set schedule. The results appear in that client's AgencyAI conversation history.

You can edit or delete Schedules by going to the Schedules tab, and choosing the pencil to edit it or the trash can to delete it.

These are the source citations. They are like the sources at the bottom of an essay. This cites the source where AgencyAi found the information. You can click it to view the sources in more detail.

Citations are also multi-campaign capable. You can see the data sources referenced in your AI chats and which client they are from:

Not yet. Context profiles are built automatically for new clients added from now on. For clients already in your account, you can add context yourself from the client's Data tab.

Yes. Everything in a context profile can be edited or deleted, and you can add your own context on top of it.

Context is a profile of the client's business that AgencyAI keeps and applies to every conversation. Files are supporting documents you upload for extra detail. AgencyAI uses both.

You can upload files up to 10MB, up to 30 pages. There is a limit of 20 files per client, up to 100 shared files.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄