Your agency's memory, in one place you can ask.
AgentikHQ gives your team the answer, with its source, so questions stop landing on you.
Ask a question
Found across your tools
Answer
A weekly KPI summary by Thursday, agreed on the kickoff call. The owner changed from Priya to Dan on 2 June.
Based on 3 sources, each linked.
Watch one question, one file, one lead.
Covers: asking a client question, finding a file, and reviewing a new lead.
An account manager quits. Her client history goes with her.
Your new lead rebuilds it from DMs, email threads and a page nobody opens. She misses one promise, and the client notices before you do.
of what people know about their job is known only to them.Source: Panopto, 2018.
This isn't a hiring problem.It's a memory problem.
Nobody was careless. The knowledge sat in people, so every answer routes through you.
Agency Brain In testing
Client history lives in people, and people leave.
Agency Brain holds what your agency knows, ready to question, and shows you what needs you before a client does.
End-of-day note, 17:30
Larkspur approval has waited 3 days. Meridian reporting moved to Dan. Two tasks closed on Halden. Every line links to its source.
Where it breaks today
- A client handoff lives in someone's DMs.
- A new hire needs months to learn the clients.
- You hear about a problem after the client does.
What you get
- Client context, decisions and SOPs recorded once and kept current.
- A founder view of what is on track, what needs you, and where you were tagged.
- A short end-of-day note of what changed, with links to the source.
Team Chat In testing
Your team asks you because there is nobody else to ask.
Team Chat is Hermes, an assistant your team can ask in Slack or the dashboard. It answers from Slack, Notion and ClickUp, and it asks you before it acts.
Checking Slack, Notion and ClickUp
Final deck by 16 October, with two rounds of edits included. Ravi owns delivery.
- Notion: Halden SOW
- Slack #halden
Create a task in ClickUp: "Send Halden brand deck v4". Assign to Ravi, due Friday.
Where it breaks today
- Every client question routes through you.
- The SOP exists and nobody opens it.
- Small updates wait for someone to find the time.
What you get
- Plain-language answers drawn from Slack, Notion and ClickUp.
- A link on every answer to the message, task or page it came from.
- Small actions on request. Anything that touches a client waits for your confirmation.
File Retrieval In testing
Nobody can find the file, or knows where it should live.
File Retrieval connects the drives you already use. Ask for a file and get it with its folder, editor, date and a summary.
Try it: confirm the move and watch the change log.
Selected file
- File
- Meridian onboarding SOP.docx
- Folder
- /Clients/Meridian/SOPs/
- Edited
- Dan, 2 June
- Drive
- Google Drive, moves enabled by a founder
- Summary
- Kickoff steps, reporting cadence and who owns each approval. Linked to the original.
Chat with Hermes
Move 1 file from /Clients/Meridian/SOPs/ to /Clients/Meridian/Active/
Where it breaks today
- The file exists, and nobody knows where.
- Every client folder grows differently.
- Three versions of one deck are in circulation.
What you get
- Google Drive, Dropbox, OneDrive or Box connected, with your files left where they are.
- Find by asking: folder, editor, date and a summary with a link to the original.
- A folder structure built for agencies, and one-file moves on your command. Undo is one click.
Lead Intelligence In design
Leads go cold while your team is busy delivering.
Lead Intelligence finds accounts worth a conversation, checks fit, and hands your team each lead with the research attached.
Where it breaks today
- A new lead sits untouched for days.
- Research happens when someone has time.
- Follow-up depends on who remembers.
What you get
- Accounts that match your ideal client, found and fit-checked.
- Each lead arrives with context, ready for your CRM.
- Drafts prepared for you. A person approves every message.
Speed matters. An MIT study with InsideSales.com (2007) found leads reached within 5 minutes were 21 times likelier to qualify than leads reached at 30.
Ready for review
What is the slow part costing you?
Answer a few questions. You'll see roughly what you could win back each month. Nothing you type is saved.
How we calculate it
Every figure is a range built from your answers and the assumptions below. Change your answers to match your business. These are assumptions, not guarantees.
| Assumption | Where it comes from | Confidence |
|---|---|---|
| Share of unanswered enquiries that are new customers (30 / 40 / 50%) and share we win back (40 / 50 / 60%) | An assumption-driven missed-call model in the AgentikHQ market research. Not measured results. | Estimate |
| Old leads that book (1.5 / 4.4 / 8.9%) and then close (25 / 30 / 35%) | Reactivation figures published by Leads Now. 1.5% is our conservative assumption. | Vendor claim |
| Unfollowed quotes that close once followed up (5 / 10 / 15%) | Our own assumption. No published benchmark found. | Assumption |
| Clients you could keep (10 / 20 / 30%). Off until you switch the row on. | Our own assumption. No published benchmark found. | Assumption |
| Report hours saved (40 / 65 / 85%) | Research model, against 2 to 5 hours per client per month (US Tech Automations, Taskip). | Estimate |
| Invoice cost after automation ($5.00 / $3.50 / $2.78) | Manual cost $9.40 to $19.83 per invoice (Parseur, Precoro). Best-in-class automated $2.78 (Parseur). | Published, third party |
| Support questions resolved without a person (25 / 40 / 55%), human cost $3.10, tool fee $0.90 | Research model. $0.90 is Gorgias's published annual rate. Independent tests have measured lower resolution than vendors claim. | Estimate |
Four steps from scattered to answerable.
Capture
Processes, decisions and client context get recorded once, where your team already works.
Connect
Link Slack, Notion, ClickUp and your drives. Access starts read-only.
Retrieve
Your team asks in plain language and gets the answer with its source.
Use
The founder view, lead briefs and daily notes take the repeating questions off you.
Limits you set before anything connects.
Access
- Invite-only. Only people you invite by email can get in.
- Founders hold the keys. They connect drives, invite people and approve folders.
- Provider sign-in. You log in on the provider's own page, so passwords never reach us.
Changes
- Read-only by default. Only approved folders are searchable.
- Approval first. A file move, a client action or a message to a lead waits for you. Moves undo in one click.
- Every change is logged. The log shows who and when, and nobody can edit it.
File Retrieval keeps names, folders, dates and links. It does not keep copies of your files.
Open your dashboard.
Access is by invite. Sign in with the email your founder invited.