Guides for running client work with AI
Plain-language guides on AI agents, approvals, pricing, reviews, lead capture and reporting, written for agencies and service teams.
7-day trial with a card on file and 300 usage credits. Then $49.99/month unless you cancel.
Fundamentals
6 min read
What is an AI agent workspace?
An AI agent workspace pairs a capable model with tools, memory, permissions and approvals so it can do real work. Here's how it differs from a chat window.
5 min read
AI agent vs chatbot: what's the difference?
Chatbots answer; agents act. Learn the practical differences between AI agents and chatbots, when each fits, and what to check before you deploy one.
Operations
6 min read
Human-in-the-loop AI: how approvals work
How to design approvals for AI agents: what should need a person's sign-off, exact-content approval, editing resets, schedules and keeping an audit trail.
7 min read
Agency client reporting: a practical guide
How to build client reports clients read and trust: what to include, evidence over estimates, cadence, portals versus PDFs, and using AI with control.
Put the agent to work on one client first.
Connect what you already use, ask for the work in plain language, and approve what leaves the building.
7-day trial with a card on file and 300 usage credits. Then $49.99/month unless you cancel.