Agency OS
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Platform overview

One client record, one approval history, every product on top.

Agency OS is built as one platform with focused products on top of it. The platform holds the agency, the client record, the assets, the approvals, the permissions, and the audit history. The products do the work.

Book a Product WalkthroughView the Products
Product illustration
Needs attentionExample dental group · 5 change requests waiting on the creative team
Approval batch
October Client Campaign
With client
24 deliverables16 approved5 changes requested3 pending
Website project
Example home services · Full Build
Acquisition pipeline
Search campaign build
Launch QA

The shared layer

What every product shares

The products are separate entry points. The layer underneath is one system.

Agency
Your team, roles, services, standards, and branding. Set up with you during onboarding.
Client record
Business facts, offers, brand rules, proof, contacts, and connected accounts, entered once.
Assets
Approved images, logos, copy, and files, private by default and reused across products.
Approvals
Every review decision, version, and annotation, kept as an operational record.
Permissions
Role-based access for the team; client-scoped access for reviewers.
Audit history
What changed, who approved it, and when, preserved across products.

On the roadmap or in pilot

  • Usage tracking and budgetsPrivate Pilot
  • Brand / Project hierarchy under one agencyPlanned
  • Self-serve agency configurationPlanned
  • Billing and invoicingPlanned

The agency lifecycle

Four stages. One client record underneath all of them.

Most agencies run each stage in a different tool. Agency OS keeps the stages connected, so what you learn while winning a client is still there when the work ships.
  1. 01

    Acquire

    • Find prospects
    • Run outreach
    • Manage pipeline
    • Book calls
  2. 02

    Manage

    • Onboard clients
    • Store client context
    • Manage requests
    • Coordinate the relationship
  3. 03

    Review

    Decision layer

    • Upload work
    • Collect feedback
    • Track versions
    • Record approval
  4. 04

    Fulfill

    • Build websites
    • Create campaigns
    • Produce content
    • Launch and optimize
One client recordShared client record: business facts, services, offers, brand rules, contacts, connected accounts, approvals
Review is the decision layer between management and fulfillment. Nothing ships to a client without passing through it.

How products connect

Each product reads from the record and writes back to it.

ProductReadsWrites back
ReviewDeliverables from every productDecisions, annotations, revision packages, approved versions
SitesServices, locations, offers, proof, brand rulesSite versions, previews, approval requests
AdsStrategy brief, offers, conversion goals, landing pagesCampaign builds, QA results, change approvals
ContentBrand rules, approved assets, past feedbackMonthly batches, revision notes, versions
AcquireProspect lists and qualification rulesPipeline and the first draft of the client record

One client context

Enter client context once. Use it everywhere.

Business facts, offers, brand rules, and proof live in one canonical client profile. Website builds, campaigns, content, and reports read from it, so nobody re-types the same details into the next tool.

Client profile
Entered once · used everywhere
  • Business facts
  • Services
  • Packages
  • Offers
  • Brand rules
  • Locations
  • Proof
  • Reviews
  • Contacts
  • Conversion goals
  • Connected accounts
  • Website Builds
  • Landing Pages
  • Google Campaigns
  • Social Content
  • Creative
  • Approvals
  • Reports
  • Automations

Human-controlled automation

Automate the mechanics. Keep people in control.

MachinesAI can research, plan, generate, revise, and QA.

PeoplePeople control strategy, facts, approvals, budgets, and publishing.

  • No invented client claims

    Generated work draws on the client record. Facts that are not in it are flagged, not made up.

  • Human approval gates

    Client-facing work passes internal review before a client ever sees it.

  • Clear assumptions

    When a workflow has to assume something, it says so where a reviewer will see it.

  • Usage and budget awareness

    Expensive AI actions show a cost estimate before they run. Usage tracking and budgets are in private pilot.

  • Immutable versions

    Reviewed versions are kept as they were reviewed. Nothing is silently overwritten.

  • Audit history

    Who changed what, who approved it, and when stays on record.

Integrations

Designed to work with the systems agencies already use.

Agency OS coordinates the platforms your team already relies on. Status labels show exactly where each connection stands today. Agency OS does not publish pages into GoHighLevel; it works alongside it.
  • GoHighLevelBeta
  • Google AdsAvailable
  • Meta AdsAvailable
  • CloudflareBeta
  • StripePlanned
  • InstantlyPrivate Pilot
  • CallRailBeta
  • Google Analytics 4Beta
  • DataForSEOBeta
Available Shipped and used in real production work.Beta Built and tested; early use, still being refined with agencies.Private Pilot Built but gated: enabled only with guided setup for pilot agencies.Planned On the roadmap. Not available yet.

Your agency already has a process.Agency OS makes it repeatable.

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