Agency Guide
Agent Overview
How AI agents fit together across voice, text, local search, and marketing workflows
What Agents Are
An agent is an AI-powered workflow that handles a real business job for a client.
Some agents talk directly to people. Others work in the background on marketing, local visibility, or follow-up.
Main Agent Families
Today the platform mainly breaks into these groups:
| Family | Main Job | Typical Status |
|---|---|---|
| Phone Agent | Answer calls, qualify leads, and book appointments | Live |
| Inbound Setter Agent | Handle text-based lead conversations in GHL channels | Newer rollout |
| Social Media Agent | Generate, review, and schedule social content | Live |
| SEO Agent | Improve search visibility over time | Operator-guided |
| GBP Agent | Keep Google Business Profile work moving | Operator-guided |
| Google Ads Agent | Support paid search rollout and optimization | Beta / rollout |
| Meta Ads Agent | Run static-ad testing and optimization loops | Beta / owner-gated |
What Changes By Agent Type
Not every agent behaves the same way.
- Voice agents need live call review, routing, and booking checks.
- Text setter agents need channel, handoff, and follow-up checks.
- Marketing agents need approvals, guardrails, and trend review.
- Ads agents need stronger budget and launch discipline.
What The Agency Team Really Owns
At the agency level, your job is not just turning agents on.
You are usually responsible for:
- choosing the right agent type
- making sure prerequisites are connected
- reviewing output quality
- managing budgets and risk
- knowing which workflows are truly live and which still need tighter control
Live Versus Rollout Workflows
Treat maturity level seriously:
- Live means the workflow is trusted for normal production use.
- Beta means it may be real, but it still needs stronger operator review.
- Alpha means it is still closer to testing than routine production work.