Agency Intelligence

Agency Intelligence frequently asked questions

Answers about agency workflows, reporting, onboarding, pricing, security and client access.

Frequently asked questions

What is Agency Intelligence?

Agency Intelligence is an operating system for digital agencies. SEO, AI visibility, Google Ads, Meta Ads and media monitoring sit alongside CRM, smart inbox, projects, reports, invoicing and a client portal.

Why one platform instead of best-of-breed tools?

Separate tools can leave teams exporting CSVs and chasing status updates. With connected client, delivery, reporting and billing records, your team can work from shared context and use plain-English AI assistance to find answers faster.

Will it actually make my agency more profitable?

Agencies use the connected workspace to reduce manual hand-offs between client records, delivery, reporting and billing. The practical benefit depends on your workflows and starting point.

How does it help us scale without hiring?

Repetitive work - lead routing, follow-ups, report writing, invoicing, status updates - is automated or assisted by AI. The leverage you used to get from a junior, you get from the platform. The team you have can carry more clients without burning out.

What is AEO and why does it matter?

AEO (Answer Engine Optimisation) is ranking inside AI answers. As more buyers ask AI assistants 'who is the best agency for X' instead of Googling it, being visible in AI answers is the new SEO. Agency Intelligence tracks where your clients show up, surfaces what to fix, and lets you prove the wins to clients in a single dashboard.

Which AI engines do you track for AEO?

ChatGPT, Perplexity, Gemini, Claude and Google AI Overviews - and we're adding more by the day as new engines hit meaningful market share. Each is queried with the prompts your clients' customers actually type, citations are surfaced, and a per-page checklist tells you exactly what to fix to climb.

How does the smart inbox work?

It hands your team back the hours they lose to email every week. Messages arrive already sorted, already linked to the right client, with the next step waiting. Simple acknowledgements resolve themselves. Sensitive threads stay private. Account managers reply in one place instead of bouncing between an inbox, a project tool and a stack of to-do lists. Setup is a couple of clicks against your existing Google account.

Is Agency Intelligence ready to use today?

Yes. Every feature on the marketing site is shipped and in production. We are in private beta because we onboard founders personally, build alongside them in the first month, and tune the platform to their workflows.

How much does Agency Intelligence cost?

Plans are shown on the Pricing page for the individual reporting products and the complete bundle. Request access to choose a plan and connect your agency workspace.

Is Agency Intelligence Australian made?

Yes, built in Australia and tuned for Australian agencies first. Australian English everywhere, locale-aware AI and tax-friendly invoicing patterns. International agencies are welcome.

Is my agency's data safe?

The platform uses access controls, tenant separation and encryption to protect workspace data. Visit the Security page for the safeguards and operational details relevant to your account.

Can I migrate my existing CRM data in?

Yes. During onboarding we work alongside you to import leads, clients, services and historical communications. CSV import is supported and we can help script direct imports from most popular CRMs.

Does Agency Intelligence have a client portal?

Yes. Every client gets a polished portal under your agency brand where they see campaign progress, submit support requests, view their SEO and AI visibility results, see ad performance and manage their invoices.