AI Team Assistant for Marketing Agencies. Your account team asks the AI, not the partner.
AI Team Assistant answers your own staff from internal knowledge clients never see: who leads which account, each client's brand rules and approval chain, the rush-fee policy, where the latest credentials deck lives, what to do when a journalist calls about a client. Every answer shows its source, so a new account manager learns where things are kept.
TRY AI TEAM ASSISTANT FREENo credit card · Ready in 2 minutes7 days free · per company, never per seat · nothing to install
You talk. Lisa sets it up.
You“Load each client's brand guide and approval chain as staff-only knowledge.”
Lisa“Done: each client's brand guide and approval chain are loaded as staff-only knowledge, never shown to prospects or on public channels.”
Any setting, in any module · applied only on your yes
How Marketing Agencies use it
A junior designer asks which blue the client's brand guide allows on dark backgrounds and gets the page of the guide.
An account manager checks who must approve copy for a regulated client before sending it; the approval chain is answered with its source.
A new coordinator asks how the agency handles rush requests over a weekend and gets the policy with its link.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- An internal assistant for your staff, procedures, prices, policies
- Internal-only knowledge, kept out of everything customers see
- Answers with the source, so people learn where things are
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Team Assistant does, for every business ›
Works withAI File CabinetLisa, your AI assistant
Questions & answers
AI Team Assistant for Marketing Agencies: questions & answers
Can an AI assistant answer staff questions about client brand guidelines?
Yes. AI Team Assistant answers from the brand guides, procedures and policies you load, with the source attached. It is internal-only knowledge, never shown to prospects or on public channels.
Does the team assistant show anything to clients?
No. Internal-only knowledge, such as rush-fee policies or approval chains, stays with your staff and is never shown on the phone, chat or e-mail clients use.
How does it help a new account manager?
It answers the questions they would otherwise ask a partner, such as who owns an account or how to log a change request, and shows the source so they learn where the agency keeps things.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Marketing Agencies ›
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
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Try it free on your own business — no credit card, per company, never per seat.
Or call +1 (954) 736-3939 — the AI answers.