The agency console
Understand what an agency account is and find your way around the console you use to manage client workspaces.
An agency account is for companies that set up and run AgentWorks for their own clients. Each client gets its own workspace, and the agency manages the envelope around it: who is in it, which agents it receives, and who pays. The client owns the content inside that workspace.
Agencies work in the agency console. It is open to agency admins. An agency admin is also the admin of the agency's own workspace, with the same Workspace console as any workspace admin. See The Workspace console.
Agency, clients and their workspaces
- Agency. Your own workspace, with its own people, agents and plan.
- Client. A separate workspace you created, or an existing AgentWorks customer you linked and who approved it. A client keeps its own data and users.
- Managed agent. An agent or workflow you build in the agency workspace and deploy to a client, which your agency then maintains.
Agency admins cannot open a client workspace and act as the client. You manage a client through its page in the agency console. A client's own chat and run history is not visible to the agency.
The sections
Open the agency console from the app with Agency. The navigation has three groups.
| Group | Section | What it is for |
|---|---|---|
| Overview | Dashboard | Totals for clients, people, agents, runs and your agency wallet, plus quick actions: Create client, Distribute resources and Top up wallet. It also lists your clients with their recent activity and flags the quiet ones. |
| Overview | Clients | Your client list, Leads and each client's page. See Clients and Leads and engagements. |
| Catalogue | Access | Choose which agents, workflows and other resources, models and features each client gets. See Distribute to clients. |
| Catalogue | Standard agents | Switch the platform's catalogue agents on or off per client. |
| Catalogue | Templates | Agents you have published as templates (Save as template). |
| Catalogue | Products | Subscriptions you sell to clients. A product bundles one or more of your agents at a monthly price, and you see its subscribers. |
| Finance | Wallet & budgets | Your agency wallet, and the budgets of each client. See Agency billing. |
| Finance | Billing | What you pay AgentWorks for agents you sponsor on behalf of clients. |
Typical flow
Create a client
Create a client workspace for the company. See Clients.
Build and deploy
Build an agent or workflow in your own workspace and deploy it to the client. See Distribute to clients.
Decide who pays
Choose per agent whether the client's balance or your agency wallet pays for runs. See Agency billing.
Keep an eye on usage
Use the dashboard and each client's Billing tab to see spend, and check in with clients that go quiet.