AI for agencies that already knows your clients.
Connect your email, Slack, Drive and CRM once. ChatGPT, Claude and the rest of your team's AI tools work from the same client context, and nothing goes to a client until a person approves it.
Client call prep, in under a minute. Ten minutes before a call, ask AgentOS to prep you. It pulls what you promised on the last call, the client's latest email, last month's results from Drive and a heads-up from your design team in Slack into one brief. Example with demo data.
Read what happens in the video
A teammate messages: "You ready for Harbor & Pine at 10?" With ten minutes to go, the account lead types "Prep me for the Harbor & Pine call" into AgentOS. One brief comes back: on the September 22 call the agency promised a new landing page live by October 9 (from the meeting notes). The client's last email asked about the Q4 budget and adding LinkedIn ads (from Gmail). September results show leads up 18% and cost per lead down (from Google Drive). And a heads-up from the design team says the landing page is two days behind (from Slack). The lead walks into the call ready, with nine minutes to spare.
Sound familiar? Your AI tools don't know your clients.
Every client lives in five places
The brief is in Drive, the last promise is in an email, the delay is in a Slack thread, and the history is in someone's head.
Every AI chat starts from zero
Before ChatGPT or Claude can help, someone pastes in the client background again. And again tomorrow, in a different tool.
Client files end up in personal accounts
When the approved tool doesn't know the client, people paste the brief into whatever's open. That's how client data ends up where you can't see it.
How AgentOS works for agencies Connect, ask, approve.
Connect your tools once
Gmail, Slack, Google Drive, your calendar and your CRM. AgentOS keeps what your agency knows about each client organized and current.
Every AI tool knows the client
ChatGPT, Claude, Cursor and your own bots work from the same client context. Same facts, same answer, whoever asks.
Nothing goes out unreviewed
Drafts for clients wait for a person on your team to approve them. You decide what each tool can see and change.
Workflows agencies run in AgentOS Describe them in plain language.
Client call prep
Promises, open questions, latest results and team heads-ups in one brief, ten minutes before the call.
Client recap
A weekly update for each client, drafted from the week's emails, Slack and files, waiting for your OK before it sends.
Proposals from past work
Find the last few similar proposals, what you scoped and what you charged, so the next pitch doesn't start from a blank page.
Onboarding to an account
A new account manager's AI knows the client's history on day one, without a two-hour handover call.
✓ Open promises and deadlines
✓ Who to ask about what
Client data stays under your control
AgentOS uses OpenAI's and Anthropic's business APIs, which don't use your data to train their models.
Each workspace is isolated. Members of one workspace can never see another's content.
You decide what each AI tool can see and change, tool by tool.
Connection tokens are encrypted at rest, and disconnecting a tool deletes its stored credentials.
Details in our privacy policy.
Questions agencies ask
What is the best AI for agencies?
There isn't one tool that does everything, and most agencies already use several: ChatGPT or Claude for writing, a notetaker for calls, maybe Copilot. The bigger win is making those tools share what your agency knows about each client. AgentOS connects your email, Slack, files and CRM once so every AI tool your team uses works from the same client context.
Do we have to stop using ChatGPT or Claude?
No. AgentOS works with the AI tools your team already likes. ChatGPT, Claude, Cursor and your own bots connect to AgentOS and answer from the same company knowledge, so nobody has to switch.
Will our client data be used to train AI models?
AgentOS sends content to AI model providers such as OpenAI and Anthropic only to produce the work you ask for, and it uses their business APIs, which don't use your data to train their models. Each workspace is isolated, and you decide what each tool can see.
Will anything go to a client without us checking it?
Not unless you set it up that way. Important actions, like sending an email to a client, wait for a person on your team to approve them.
Where is our data stored, and for how long?
AgentOS runs on Fly.io for hosting, Supabase for the database and Cloudflare for file storage. Your workspace content is kept for as long as your workspace exists, and you can ask us to export or delete it at any time.
Can we control what each AI tool sees?
Yes. You decide what each tool can see and change, and you can disconnect any integration at any time. Disconnecting revokes our access and deletes its stored credentials.
What does AgentOS connect to?
The tools agencies use every day, including Gmail, Google Calendar, Google Drive, Slack, Notion, GitHub and CRMs. You choose what to connect, and you can disconnect anything at any time, which also deletes its stored credentials.
How much does it cost?
There's a free plan, so you can connect a few tools and try a real client workflow first. See the pricing page for paid plans.
Want the background first? Read how ChatGPT connectors work, what a context lake is, or add up what your team pays for AI.
Give every AI tool your agency uses the same client context.
Connect two or three tools your team uses every day, then run your next call prep in AgentOS. Free to start.
Start for free ↗