Agency Brain

The AI that runs your agency

It knows every client, project, invoice, and promise — briefs you every morning, and does the follow-up work for you. You just approve.

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Knows

It already knows your business

No setup, no manual entry — Agency Brain reads every client, project, invoice, and message in your workspace automatically.

Full context, instantly

Every client relationship, project status, and invoice — indexed the moment it happens. No manual setup.

Learns your patterns

Recognizes how you price, who your best clients are, and what "at risk" looks like for your agency specifically.

Answers with citations

Every answer points back to the real record it came from — no guessing, no hallucinated numbers.

Briefs

Starts your day for you

Every morning, Agency Brain reads what changed overnight and tells you what actually matters.

One morning briefing

Overdue invoices, at-risk clients, and what shipped overnight — before your first coffee.

Flags risk before it costs you

Slipping deadlines, quiet clients, and budget overruns get surfaced automatically, not after the damage is done.

One tap to act on it

Every briefing item links straight to a drafted follow-up, ready for your approval.

Acts

Does the work — with your approval

Agency Brain proposes real actions. Nothing sends, executes, or changes anything until you confirm it.

Drafts the follow-up

"Chase overdue invoices" becomes a ready-to-send reminder, addressed correctly, with the real amount owed.

You always confirm first

Every proposed action shows exactly what it will do before it happens. Reject, edit, or approve — your call, every time.

Executes through your real workspace

Approved actions run through the same systems as if you'd done them by hand — proposals, invoices, deal stages, reminders.

Your clients

Your clients get their own AI too

The same confirm-first agent lives inside your white-label client portal — something no competitor offers.

Answers from their project, not yours

Clients ask about their balance, their timeline, their files — scoped to exactly what they're allowed to see.

They approve too

Clients can approve a deliverable or request a meeting through the same confirm-first flow — no back-and-forth emails.

Nothing leaks between clients

Every portal conversation is scoped to that one client's data — never anyone else's.

FAQ

Common questions.

Agency Brain is the AI that runs your agency — it knows every client, project, invoice, and promise, briefs you every morning, and can draft and send the follow-up work for you. Every action needs your approval first.
Both. It answers questions with real citations from your workspace, and it can propose real actions — drafting a reminder, updating a deal stage — but nothing sends or executes until you tap Confirm.
Yes. The same confirm-first agent lives inside your white-label client portal, scoped to each client's own data — they can ask about their project and even approve deliverables through it.
Only your own workspace data — clients, projects, invoices, proposals, and messages already in OnBrio. It never reaches outside your account.
Agency Brain routes between a fast, cost-efficient model for everyday questions and a more capable reasoning model for complex actions — so most answers come back in under a second.

Let the AI run your agency

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Join waitlistEarn 20% off your first payment