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AgentikHQ Technologies

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Connects to agency's existing tool stack.

Hermes
Slack
Clickup
Calendly
Google Workspace
Go High Level
Notion
Hubspot
Telegram
Hermes
Slack
Clickup
Calendly
Google Workspace
Go High Level
Notion
Hubspot
Telegram

WHY IT EXISTS

One system for client knowledge, delivery, retention and sales

  • Your CRM, your chat tool, your drive and your billing tool each hold a piece. The rest lives in a few people's heads. AgentikHQ connects them, does the repeatable work and asks you before anything goes to a client. What the research says:

  • ic h problem search

    00 %

    of the working week goes to searching for and gathering information. McKinsey Global Institute, 2012.

  • ic h problem person

    00 %

    of what people know about their job lives only in their own head. When they leave, it leaves. Panopto, 2018.

  • ic h problem timer

    00 x

    more likely to qualify a lead you reach in 5 minutes than in 30. MIT's James Oldroyd with InsideSales.com.

h problem os shape 01
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THE PLATFORM

Institutional knowledge becomes infrastructure your team can use.

AGENCY BRAIN

AGENCY BRAIN

Processes, client history and past decisions in one memory your whole team can question.

  • Client context
  • SOPs and playbooks
  • Decision history
  • Answers in plain language
TEAM CHAT

TEAM CHAT

Ask where the work happens. Every answer comes with its source.

  • Threads tied to clients
  • Cited answers
  • Handoff summaries
  • Mentions and assignments
FILE RETRIEVAL

FILE RETRIEVAL

Find the proposal, the brief, the contract clause. Ask for it like you'd ask a colleague.

  • Drive, Docs and PDFs
  • Search by meaning
  • Respects permissions
  • Always names the file
LEAD INTELLIGENCE

LEAD INTELLIGENCE

Agents that find the accounts worth a conversation, qualify them, and reach your team with the context already attached.

  • Agentic lead scraping
  • Enrichment
  • Fit scoring
  • CRM-ready handoff
shape 02

THE REST OF THE AGENCY OS

Client delivery, client retention and lead to signed: 17 automations

Client delivery

A signed deal becomes a live client without the chasing: onboarding steps, client portal, kickoff booking, call notes, an updated roadmap after each call and the Friday client update.

Client retention

See which clients are going quiet. Chase failed payments politely, save wins as proof and ask for referrals at the right moment.

Lead to signed

Reply to new leads within five minutes, book calls at any hour, get people to show up and send the contract while they are keen.

Daily report

The numbers you choose, at the time you choose, in the channel you already use.

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Past the knowledge base, AgentikHQ runs the work that slips between calls. Every automation has its own switch, and every message waits for your approval until you trust it.

Client delivery

6 automations

  • Onboard on sign
  • Client portal
  • Roadmap after each call
  • Kickoff reminder
  • Call notes in portal
  • Friday update

Client retention

4 automations

  • Win capture
  • Going-quiet signal
  • Referral prompt
  • Failed-payment chase

Lead to signed

6 automations

  • 5-minute lead reply
  • Pre-call nurture
  • No-show recovery
  • Contract while warm
  • Closer briefing
  • 24/7 booking

Daily report

1 automation

  • Daily numbers

Built around your tools and live in about two months, as a custom build for your agency.

Trusted by

Claude
Chatgpt Codex
Gemini Argon
Grok Bot
Jev
Laya AI
Claude
Chatgpt Codex
Gemini Argon
Grok Bot
Jev
Laya AI

HOW IT WORKS

From scattered tools to one system in four steps

Fixed scope, fixed timeline, from diagnostic call to live system.

button arrow button arrow 2 button arrow 2 button arrow 2 button arrow 2
Book the diagnostic call
Capture & Structure
//01

Capture & Structure

Bring processes, decisions, client context and documents into one structured system.

Connect & Contextualize
//02

Connect & Contextualize

Connect your CRM, email, calendar, calls, billing, chat and files, so sales, delivery and operations share one context.

Retrieve & Coordinate
//03

Retrieve & Coordinate

Ask in plain language and get the answer with its source. No source, no answer.

Operate & Scale
//04

Operate & Scale

Agents run client delivery, retention and lead follow-up from your rules. You approve what goes to clients.

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THE DIFFERENCE

How it differs from agency management software, project tools and CRMs

10+ separate tools

grid
  • check 01 Start with a new platform
  • check 01 Ask teams to change how they work
  • check 01 Information stays split across systems
  • check 01 Documentation becomes another thing to maintain
  • check 01 Context still depends on people
  • check 01 Growth creates more operational complexity
grid
  • check 02 Starts with how your business works
  • check 02 Works with the tools your team uses
  • check 02 Connects knowledge and context across them
  • check 02 Built around real company information
  • check 02 Makes that context usable by the team
  • check 02 Nothing reaches a client without your decision
See how it works
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BUILT AROUND YOUR DAY

For the person holding client work together

Founders

Founders

Stop being the bridge between departments. Decisions get made where the answer already lives.

Account & delivery managers

Account & delivery managers

Pick up any client in minutes: history, status, what was promised.

Operations

Operations

Processes people actually follow, because they are one question away.

Sales & growth

Sales & growth

Leads that arrive with context, answered the same hour, not the same week.

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top right shape

YOU STAY IN CONTROL

Approvals, rules and an activity log with undo

Every client-facing action has an approval level, every rule is yours to set, and every step is logged.

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Talk to the team

Approval levels

Runs on its own, approved template,
or always asks you.

Rules and templates

Tone, quiet hours, weekend sends
and who can approve what.

Activity log

See what happened and why, undo it,
and switch any part off.

What's next

Agency OS is the first step. D2C agentic operations is next.

We are building agentic operations for D2C and ecommerce brands: one layer that connects to your store and CRM, reads the data, and runs the repeat work with your approval.

Connects to (planned)

Shopify

WooCommerce

WordPress

Klaviyo

Popular CRMs

Agentic operations core

One signal in. One approved action out.

Memory  Private, permission-aware company and customer context
Agents  Insights, bots and operations, each with an off switch
Approval  A person approves what reaches a customer
Audit log  Every action recorded, with undo
The same core as Agency OS, pointed at store operations.

Planned modules

Support and Order Desk
Reactivation and Follow-up
Retention Ops
Profit and Customer Intelligence
Competitor Briefs
Insights, support bots and operations agents for store teams.
Available today as custom builds for D2C brands.
See custom builds

FAQ

Agency operating system: common questions

One platform that holds your agency's knowledge and client context, runs the repeatable work (onboarding, client updates, retention, lead follow-up) and asks you before anything reaches a client. It is built around the tools you already use.

Those store tasks and records. AgentikHQ sits across them: it answers from what your team already wrote, then does the follow-through and keeps an approval trail.

CRM, email, calendar, call recording, billing, chat and files. Typical builds use tools such as GoHighLevel, HubSpot, Slack, Notion, Google Drive, Stripe, Calendly, Fireflies and PandaDoc. We confirm the list for your build.

No. Every client-facing action has an approval level. Contracts, payment reminders, referral asks and the first send of any new template always ask you.

About two months for a custom build around your tools, from the diagnostic call to a live system.

It depends on your team and the modules you turn on. We scope it with you on the demo call.

Anyone who runs an agency and is still the link between clients, files and the team. You want onboarding, updates and follow-up to happen without you chasing them.

A signed deal creates the client record and portal, sends the kickoff booking link and welcome message, and chases the booking on day three. Each step has its own switch and approval level.

Each client gets a health score with the reasons shown next to it: no reply, missed calls, failed payments and unopened emails. You set the thresholds.

MIT's James Oldroyd, with InsideSales.com, found leads contacted within five minutes were 21 times likelier to qualify than at thirty. The lead automations reply within your target time from an approved template.

The business keeps its client history, processes and decisions. Panopto's 2018 research found 42% of what people know about their role is unique to them; AgentikHQ moves that into shared company memory.

Your data is stored on AgentikHQ's own servers and is not shared with third parties.

Write to info@agentikhq.com for the deck, or book time with the founder.

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Run client work
from one system you control

Book a thirty-minute demo
FOR YOUR AGENCY INVESTORS: REQUEST THE DECK