AgencyPro now includes AI agents: assignable AI teammates that summarize client requests, tag them, estimate hours and draft replies for your team to review. Alongside them come a Workspace AI Assistant and a public AI Chatbot, all included on every plan.
There's a moment every agency owner knows.
You open your laptop Monday morning. There are 14 new client requests sitting in your inbox. Some are detailed. Some are three words long. One has an attachment but no context. Another is tagged "urgent" but doesn't say why.
You spend the next two hours reading, categorizing, estimating, and writing "thanks for submitting, we'll take a look" replies to each one.
By the time you start actual work, it's almost lunch.
This is triage. And it eats agencies alive.
In our conversations with agency owners, the pattern keeps coming up: the work isn't hard, but it's constant. It doesn't require your expertise. It doesn't require creativity. But it has to happen, and it has to happen fast, because clients expect a response.
So we asked ourselves: what if it was already done?
Meet AI agents
Starting today, every AgencyPro workspace, on every plan, can create AI agents.
An agent is a virtual teammate. You give it a name (maybe Alex, maybe Sara), a job title (QA Reviewer, Project Coordinator, Content Specialist) and instructions ("always be thorough," "focus on brand voice," "estimate conservatively").
Then you assign it capabilities. We've built 11 to start:
- Summarize Requests: Turn long, messy briefs into clean, scannable summaries
- Auto-Categorize: Apply the right tags based on content
- Draft Responses: Write professional replies for you to review and send
- Estimate Hours: Analyze complexity and suggest time breakdowns
- Expand Briefs: Turn vague client requests into actionable creative briefs
- Copywriting: Draft copy for ads, blogs, landing pages, social media
- QA Review: Check requests for completeness, consistency, and blockers
- SEO Audit: Analyze content against SEO best practices
- Design Review: Review briefs for brand consistency and specs
- Video Scripts: Write scripts, shot lists, and production plans
- Translate Content: Translate and localize between languages
When a request is assigned to an agent, its capabilities run automatically. The agent summarizes it, tags it, estimates the hours and drafts a response, and the output appears as internal comments for your team to review. Nothing goes to the client unless your team sends it (or you deliberately turn on auto-send for specific low-risk task types).
How it works in practice
Let's say you run a design agency. You create two agents:
Agent 1: "Sara, Project Coordinator" Capabilities: Summarize, Auto-Categorize, Draft Response, Estimate Hours
Sara handles intake. Every new request gets a summary, relevant tags, an hour estimate, and a draft reply. Your project managers review instead of starting from scratch.
Agent 2: "Alex, QA Reviewer" Capabilities: QA Review, Brief Expansion, Design Review
Alex handles quality. Whenever a brief feels thin, Alex expands it. When a request hits review, Alex checks for consistency, brand compliance, and potential blockers.
Two agents that prepare the work around the clock, so your team starts from a draft instead of a blank page. People still review and decide.
The workspace AI Assistant
Agents handle incoming requests. But what about the questions you ask yourself throughout the day?
How much did we bill Acme Corp this quarter? Who has the lightest workload right now? Are there any overdue invoices? What did ClientX say in their last message?
These questions usually mean opening three tabs, running two reports, and scrolling through a conversation thread.
So we built a second piece: the Workspace AI Assistant.
It's a chat interface inside your workspace with access to your requests, clients, invoices, documents, time entries and team. Ask it a question, get an answer. Ask it to chart revenue or utilization, and it generates the chart. Ask it to draft a message, it drafts one.
It's not a generic chatbot: it works from your workspace data and only your workspace data.
The AI Chatbot
There's one more piece: a public-facing AI Chatbot you can embed on your service catalog, individual service pages, and client portal.
It answers questions about your services, guides visitors through your offerings and helps with intake when your team isn't online.
You control everything:
- Which services it knows about: toggle off anything you don't want it discussing
- Custom greeting: set the first message visitors see
- Custom instructions: tell it your tone, your priorities, what to emphasize
- Look and feel: choose the accent color and widget position
- Rate limits: protect against abuse with per-minute and per-hour caps
Think of it as your front desk for the hours when your team isn't available. It answers from the services and instructions you give it, so keep those current.
What about cost?
AI Assistant, AI Agents and AI Chatbot are included on every plan, with no separate AI subscription. Plans differ by monthly AI credits:
| Plan | Credits | Frequency |
|---|---|---|
| Trial | 100 | One-time |
| Basic | 500 | Monthly |
| Pro | 2,000 | Monthly |
| Plus | 10,000 | Monthly |
Credits are consumed based on the complexity of each task. A simple interaction, such as categorizing a request or a short draft, uses about 1 credit; complex tasks such as a full copywriting draft or an SEO audit use 2-5. Credits refresh monthly, and you can buy 1,000 extra credits for $10. Seat pricing is separate; see pricing.
Getting started
- Log into your AgencyPro workspace
- Go to AI > Agents in the sidebar
- Click Create AI Agent
- Give it a name, a job title, and select its capabilities
- Start assigning requests to your new teammate
It takes less than a minute to set up.
What's next
This is version one. We're already working on:
- Custom capability builders so you can define your own AI workflows
- Agent performance analytics, to see how much time each agent saves
- Client-facing agents that can respond directly in the client portal
- Deeper integrations with documents and invoicing
We built AgencyPro to take the overhead out of running an agency, and AI Agents are a big step toward that goal.