Your first day in agencyos

Before you start#

You need an existing agencyos account or an invitation from your agency. Use the email address your agency invited. If you are a client of an agency, use the client portal instead of the agency workspace.

Your access determines which records you can see and which actions you can take. An owner or admin can help when a page or control is unavailable.

Get oriented#

1. Sign in and check the company shown in the workspace. If you belong to more than one company, select the one you intend to work in.
2. Open Overview for a starting view of your agency. Follow a record into Sales pipeline, Clients, or Tasks to see its details.
3. Open Settings → Dates & time and choose your time zone. In Look & Feel, choose the theme you prefer.
4. If you manage client work, open Clients and find an existing client before adding a new one. Check the company, contact, owner, and current status.
5. Open Tasks and give the next piece of work an owner and due date. Connect external accounts in Integrations when you need their data.

Start with the work in front of you#

• New business: track the conversation in Sales pipeline, then prepare the offer in Quotes.
• Client delivery: open the client record for contacts, services, tasks, and activity.
• Performance review: connect the intended ad account, inspect Ads manager, then prepare a report.
• AI assistance: connect your assistant with viewing access and start with a small, read-only question.

Check your progress#

You should be in the correct company, see the records relevant to your role, and have one clear next action. An empty page may mean your agency has not added records or connected that service yet. Check filters and access before creating duplicates.