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.

AgencyAI can turn any conversation into a polished, on-brand artifact you can share with your clients using a public link.

You've asked AgencyAI a question about a client, and the answer is great. Now you can turn it into a client-ready deliverable with a single message. Ask AgencyAI for a web page, and it builds an interactive, branded page from the data already in your conversation, complete with charts, animations, and tabs.

Artifacts are a great fit for:

Step 1: Open AgencyAI and work through your client's data as usual. Ask questions, compare date ranges, and dig into the metrics you want to show.

Step 2: Ask AgencyAI to turn the conversation into an artifact or a web page. Be specific about what you want to include.

For example: "Make a shareable web page of this client's October performance. Include the traffic and conversions charts, the top 5 campaigns, and a short summary at the top."

Step 3: AgencyAI starts building the artifact directly. It may ask you a few questions about date range or formatting.

The artifact opens directly once AgencyAI’s done setting it up. If you would like to make changes, AgencyAI will create a new artifact.

Every artifact is branded automatically, with no template to set up:

Branding is based on the settings you already have in AgencyAnalytics. Learn more in our White Label Branding Overview.

When your data suits it, AgencyAI can also add interactive elements like:

Pages are designed to read well on a phone, tablet, or desktop.

Step 1: Find the share link at the top right next to the artifact title

Step 2: Click the copy button to copy the link.

Step 3: Paste the link into an email, chat message, or anywhere you share things with your client. Anyone with the link can open the page. No login or account is needed.

If you've set up a white-label URL, the link uses your agency's domain, just like a shareable report link. Your client only sees your brand.

Step 1: Click the download option on the web page attachment.

Step 2: The page saves to your computer as a file. It won't open in a new tab inside the app. Open the file from your downloads folder to view it in your browser.

Both are useful. Here's a simple rule of thumb: PDF to send, web page to show.

Need something structured that sends on a schedule? Create a report in the report builder instead.

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.

AgencyAI can answer your Rank Tracker questions without you leaving your account.

Use it to:

When you need more detail, AgencyAI points you to the Help Center articles that cover your question.

Step 1: Open any Client, then click the AgencyAI ✨ icon at the top of the right sidebar to expand it.

Step 2: Type your question in the prompt box at the bottom, then press Enter.

Step 3: Review the answer and follow any linked articles for step-by-step instructions.

Note: AgencyAI isn't available in the Report or Dashboard editor. Exit the editor to open 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 😄