Meet your terminal’s agent.
A teammate built into AgencyTerminal that learns your Agency while you work.
Included on every plan. 14-day free trial. No credit card.
What’s an agent, really?
You’ve probably heard the word “agent” thrown around. Here’s the plain version.
An agent is software that works alongside you. Not just a tool you operate, but something that takes action on your behalf when you ask it. It drafts the proposal, sends the follow-up, surfaces the overdue invoice.
And it pays attention while you work. As you send quotes and close deals, it quietly picks up on what works for your agency and what doesn’t. The longer you use it, the more it sounds like you, prices like you, and moves at your pace.
The Brain — your knowledge bank
Most AI tools start from zero every conversation. Ours doesn’t.
The Brain is a private file system of notes about your agency, built from the work you’ve already done in AgencyTerminal. Things like your standard turnaround, the way you describe services in proposals that actually got signed, and patterns across your past projects so new quotes feel consistent.
An agent chat dock everywhere you go
A small chat lives at the bottom of every page in AgencyTerminal. Have a question or a request, just ask. It helps you get work done with the knowledge of your company at its disposal, so you don’t have to re-explain who you are or how you work every time.
Save a conversation with one click and pick it back up next week. Nothing to re-type.
You stay in charge
Nothing client-facing happens without your okay.
Anything that touches a client, like sending an invoice, voiding a charge, or emailing a proposal, pauses for your approval. You decide what’s automatic, what needs a quick review, and what’s off-limits. Every action is logged.
Who it’s for
Think of it as a database for your business that you can chat with.
Everything your agency knows, your rates, your past proposals, who paid you and when, all sits in one place. Instead of digging through folders or spreadsheets, you just ask. And it answers with what you already know, not what the internet thinks.
If you’ve never used an AI tool before, this is one that learns and has memory of your business.
Try it on your next proposal
Start a free trial and the agent shows up the first time you log in.