Agencies

AI Agent for Marketing Agencies

Onboarding management, reporting, and client communication.

What slows down agencies that are growing
1

You onboard a new client. The process takes 3 weeks of back-and-forth emails to collect access, assets, and basic information. It could take 3 days.

2

Your clients ask for campaign updates outside of monthly reports. Your team manually answers questions an agent could answer instantly.

3

You manage 15 clients. Each wants a different report, at a different frequency. Report production eats 20% of your team's time.

4

A client approves creatives via email. The threads are scattered. Nobody knows which version is approved.

Features

What your agent does

Automates new client onboarding

Kickoff brief, access collection, brand questionnaire, process overview - the agent guides each new client through your onboarding process step by step, collects all necessary information, and notifies your team when everything is in order.

Generates and sends reports automatically

Campaign performance, key metrics, natural language summary - your agent compiles data from your tools, generates a readable report, and sends it to each client at the agreed frequency. Monday morning, every client has their report in their inbox without your team touching a thing.

Answers common operational questions

Campaign status, budget spent, next steps, delivery timelines - the agent responds with up-to-date information pulled from your management tools. Your clients get answers in minutes, not hours.

Handles modification requests and approvals

A client wants to change a creative, approve copy, or adjust a budget - the agent collects the request, documents it, and notifies the right team member with all the details. No more scattered email threads.

Coordinates multi-account communication

Each client has their own context, their own deliverables, their own deadlines - the agent maintains each client relationship in parallel, without confusion and without your team having to keep it all in their heads.

Live example

Example conversation

Billy Agent - Live Chat
Client
Hi, I wanted to know how my Facebook campaigns are performing this month. Where are we at?
Billy
Hello Martin! Here's an overview of your campaigns for the current month. The Spring Leads campaign generated 47 leads at a cost per lead of $12.40 - under your $15 target. The Awareness campaign reached 84,000 people with a CPM of $8.20. Total budget spent is $2,180 out of the $3,000 allocated for the month.
Client
Great. Can we increase the budget for the Leads campaign? It's performing well.
Billy
Good call - the metrics justify it. I'm forwarding your request to Sophie with the details. She'll confirm the adjustment by tomorrow morning. What amount did you have in mind?
Client
We could go up to $1,500 for the rest of the month.
Billy
Noted. Request forwarded to Sophie: increase Spring Leads campaign budget to $1,500 for the rest of the month. You'll get a confirmation once it's applied.

Meanwhile: Sophie receives a Slack notification with the documented request, performance context, and client-approved amount.

Impact

Measurable impact

New client onboarding time
Without agent2–4 weeks
With Billy agent3–5 days
Report production time
Without agent3–5h per client/month
With Billy agentAutomatic
Client question response time
Without agentHours
With Billy agentMinutes
Clients per account manager
Without agentLimited
With Billy agentSignificantly increased

Agencies that automate their operational communication can manage 40% more clients with the same team without reducing service quality.

- HubSpot Agency Survey
Recommended agents

Client Support Agent

Operational questions, campaign status, modification requests

Custom Agent

Custom automated reports, integration with your specific reporting tools

Ideal for
Digital marketing agenciesMedia agenciesContent and creative agenciesMarketing consultants managing multiple accountsAny agency with recurring client communication volume

Integrations

Your agent connects to your existing tools.

GmailOutlookSlackMessengerTwilioGoogle CalendarZoho CRMGoHighLevelWebhooks
Why Billy

What makes our AI agents different

Platform built, not assembled

Billy isn't a third-party chatbot connected to Zapier. It's a conversational AI platform built from scratch, with integrations coded natively for your industry.

Your data stays in Canada

Infrastructure hosted in Montreal (AWS ca-central-1). Compliant with Law 25 and CASL. No transfers to foreign servers.

Transparency on AI identity

Your agent always identifies itself as a virtual assistant. We don't trick your clients into thinking they're talking to a human. Your reputation is protected.

Fully managed service

We configure, connect, test, and maintain. You don't have to manage anything technically. Optimizations are continuous and included.

FAQ

Frequently asked questions

Yes. The agent handles performance reports, content approvals, operational questions, and project updates.

It depends on your needs. We can configure one agent per client account or a central agent that manages all your accounts with the appropriate context.

The price depends on your volume, integrations, and the number of people the agent replaces on your team. We start with a 30-minute call to understand your reality, then present a custom proposal. The investment represents a fraction of the salary of the person Billy replaces.

Between 1 and 4 weeks depending on complexity. Brain configuration is done collaboratively with you. You chat with Billy to share your business knowledge. Our team handles technical integrations in parallel.

Yes. Our agents always identify themselves as virtual assistants. It's a transparency choice that protects your reputation and follows AI best practices.

The agent recognizes its limits and escalates the conversation to your team with full context. Your client is never left without a response and your team arrives informed.

Your next hour of growth shouldn't come from a hire.

We'll show you how your agent would handle operational communication with your current clients - so your team focuses on what actually generates value.