For agency owners in the AgencyU program
Run your whole agency from one place.
AgencyU AI brings your sales pipeline, clients, projects, finances and ad performance into one workspace, with Jett, an AI assistant that works from your real numbers.
Access is by invitation. AgencyU members receive their invite when they join.
What is inside
Sales pipeline
Booked calls from GoHighLevel or Calendly land on your pipeline automatically, with call prep and follow-ups in one place.
Client success
A health score for every client, check-ins, wins and a private portal where clients approve work.
Projects and team boards
Every project broken into tasks, routed to the right person on your team, with SOPs attached.
Finance
Revenue, invoices and payment plans from your own Stripe account, so you always know who owes what.
Media buying
Your Meta ad performance and creative library side by side, per client, to see what is working.
Work with Jett
An AI assistant that knows your agency. Ask a question or hand off a task: Jett creates projects, logs KPIs, sends invoices and more.
Connected services and your data
You choose which services to connect, and you can disconnect any of them at any time in Settings, Integrations.
Meta Ads
When you connect Meta Ads, AgencyU AI reads the ad accounts you manage, their campaigns and ads, and performance figures such as spend, impressions, clicks and leads. You and your team see them in Media Buying OS and on each client’s Analytics tab. Access is read-only: AgencyU AI never creates, edits, pauses or pays for ads.
How it is protected
Connection keys are encrypted before they are stored. Your data is only shown inside your own workspace, and we do not sell personal information.
Full details are in our Privacy Policy. Questions or a data request: roger@agencyu.co.