Your Agency's Smartest Team Member
Ask anything about your workspace, clients, requests, revenue, deadlines. Get instant answers, not dashboards.
Included on every plan · 100 AI credits in your free trial
Ask anything. Get answers, not menus.
Natural language. No training. No setup. It just works inside your existing workspace.
What the Assistant actually does
Has full workspace context
Knows your clients, requests, invoices, team members, documents, and time entries. Not a generic chatbot.
Answers questions instantly
"What is overdue?" "Who is my highest-revenue client this quarter?" "When does Acme's next invoice ship?" Direct answers, no clicking.
Takes action inside the workflow
Creates requests, updates statuses, drafts comments, assigns team members, schedules tasks, generates reports.
Generates charts on demand
Just ask. Revenue trend, team utilization, client distribution, project status. No dashboard config required.
Remembers conversation history
Reference previous questions in the same session. "Show that again but for last quarter" works.
Works for everyone on the team
Owner, account lead, project manager, specialist. Different roles, different questions, same Assistant.
How agency teams use it
Agency owner: daily status in 30 seconds
Instead of clicking through five dashboards, ask "what should I focus on today?" — the Assistant surfaces overdue items, top-priority requests, revenue alerts, and team blockers in one summary.
Team lead: spot capacity issues instantly
"Who is overloaded this week?" returns a real workload analysis based on assigned hours and active requests. Reassign before anything misses.
Account manager: draft client responses fast
"Draft a response to Sarah's latest message" pulls the thread context and outputs a professional reply. Edit and send in seconds.
Frequently asked questions
What can I ask the AI Assistant?
Anything about your workspace: "What is the status of all requests from Acme Corp?", "How much revenue did we make last month?", "Who is overloaded this week?", "Draft a response to Sarah's latest request", "Show me a chart of Q1 revenue by client". It works in natural language with no training required.
Does the AI Assistant just answer questions, or can it take action?
Both. It can answer questions about your data and take actions: create requests, update statuses, draft comments, assign team members, generate reports, build visualizations. The AI does not just describe what to do — it does it inside your actual workflow.
How does it know my workspace data?
The Assistant has secure, read-and-write access to your AgencyPro workspace. It sees clients, requests, invoices, documents, time entries, and team members. It does not have access to data outside your workspace. Your data is not used to train external models.
Can I generate charts and reports just by asking?
Yes. Ask things like "show me revenue trend for the last 6 months" or "chart team utilization this quarter" — the Assistant generates the visualization on demand. No dashboard configuration required.
Does it remember previous conversations?
Yes. The Assistant remembers conversation history within a session for context. You can reference earlier questions ("show me that chart again but for last quarter") and the Assistant will follow.
How many credits does an AI Assistant query use?
Simple questions and actions typically use 1 credit. Complex queries that involve aggregating data across many records or generating long-form output may use 2-3 credits. Most agency teams average 1-2 credits per query.
Try the AI Assistant free
14-day trial, 100 AI credits included. Full Pro access. No credit card.