One app to run your agency's AI — across every client.
Marketing, creative, recruitment and professional-services agencies live and die on inbound leads, response times and reporting. The YesAI app puts that AI in one place: agents that qualify enquiries, phone answering that catches the overflow, automations that clear the admin, and per-client reporting that builds itself. Australian-built, set up for you — not a DIY stack you have to wire together and maintain.
- Qualify inbound leads before they hit your team
- Answer overflow calls in each client's name
- Manage every client & brand from one login
Your agency workspace
Part of YesAI — Australia's AI automation consultancy
Your best people are doing work a machine should.
The leads come in at all hours through forms, DMs and phone calls, and the ones you don't answer fast go cold or go to the agency down the road. So an account manager becomes a first-responder, a strategist becomes a report-builder, and the discovery call you should be spending on qualified prospects gets burned on tyre-kickers who were never a fit.
Then there's the reporting. Every client wants a weekly update, and every Friday someone pulls numbers out of five tools by hand and pastes them into a deck. It's the least profitable hour of the week, repeated once per client, and it scales badly — the more clients you win, the more it hurts.
Sound familiar?
One app handles the front door and the reporting, so your team does the work clients actually pay for.
The four jobs an agency needs handled.
Each one lives in the same workspace and shares the same connected systems, so a lead flows from first contact to client report without anyone re-keying it.
Qualify inbound
Chat and voice agents ask your discovery questions, score each enquiry against your rules, and route only the worth-it leads to your team with the answers attached.
Answer overflow
An AI receptionist catches the calls your team can't — after hours, mid-pitch, at capacity — in each client's name, takes the brief and texts you the details.
Automate the admin
Onboarding, follow-ups, moving data between your CRM and project tools, chasing approvals — the repetitive glue runs itself on a schedule in the background.
Report per client
A clean weekly summary for each client, built from the systems already doing the work. No Friday deck-building, no copy-paste, no numbers that don't reconcile.
Tell us how your agency runs → we set it up → you manage it all in one place.
Map your clients
A quick chat about how many clients you run, where leads come in, what your discovery questions are and what reporting eats your week. We confirm the fit and price it.
We build your spaces
We set up a space per client — phone agent, qualifying rules, automations and reports — connect your tools, and test it all against your real workflow before anything goes live.
Run the lot from one login
You log into the web app, switch between clients like tabs, and watch qualified leads and finished reports land. Add the next client space whenever you win one.
Joined-up across clients, not bolted-together per client.
A separate chatbot, call service and reporting tool per client is a maintenance nightmare. One app, many client spaces, gives you the leverage without the ops burden.
One login, clean separation
Every client is walled off with its own agent, rules and reports, but you manage them from a single workspace on a single invoice — no login sprawl, no leakage between accounts.
A lead handled end to end
An agent qualifies the enquiry, an automation files it and fires the follow-up, and the client report counts it — one platform, nothing dropped in the gaps between tools.
Set up and kept running
We configure it and maintain it. When a client changes a system or you win a new account, we handle the wiring — your PMs stay on client work, not integration work.
Reporting that scales
Because reports come from the app doing the work, adding a client doesn't add a Friday to your week. The tenth client reports as easily as the first.
Give your agency an AI front desk and reporting engine.
Tell us how your clients come in and what reporting costs you each week — we'll show you what it looks like with qualifying, overflow answering and per-client reports handled in one app.
Built for the agencies juggling many clients.
If you run more than one brand and every enquiry and report matters, this is built for you.
Marketing agencies
Inbound from ads, forms and socials at all hours. Agents qualify the lead, overflow answering catches the call, and each client's weekly report builds itself.
Creative & design studios
Fielding project enquiries while heads-down on delivery. Let the app screen and brief incoming work so your designers stay in the flow, not in the inbox.
Recruitment agencies
Candidate and client enquiries never stop. Agents pre-screen, book screening calls and keep both sides updated, so consultants work live roles instead of triaging.
Professional services
Consultancies, accountants and advisers — capture every enquiry, qualify it against your ideal client, and automate the follow-up so nothing slips while you bill.
Full-service & multi-brand
Running several brands or sub-agencies? One workspace with a space per brand keeps them separate but managed together — no ten-logins headache.
Growing agencies
Winning clients faster than you can staff up? The app absorbs the front-desk and reporting load so you scale on margin, not just headcount.
The agency questions, answered.
Can one workspace handle multiple clients and brands?
Yes — that is exactly what agencies use it for. Each client sits in its own space with its own phone agent, automations and reports, but you manage them all from one login. You switch between clients like tabs, and nothing bleeds across: a report for Client A never pulls Client B’s numbers, and each phone agent answers in that client’s name.
Does it qualify leads or just capture them?
It qualifies. The agents ask the questions you would ask on a discovery call — budget, timeline, service needed, decision-maker — score the enquiry against rules you set, and only route the ones worth your team’s time. Junk and tyre-kickers get a polite reply and are logged; hot leads land in your inbox with the answers already attached.
How does the client reporting work?
The app pulls from the systems already doing the work — the phone agents, the automations, and connected tools like your CRM, ad accounts and spreadsheets — and turns them into a clean weekly summary per client. Because the numbers come from the source, not a hand-built deck, you stop losing Friday afternoons to copy-paste reporting.
Will it fit the tools our agency already runs on?
Almost always. It connects to email, calendars, CRMs, project tools, accounting like Xero, ad platforms and spreadsheets through their APIs, and to older systems through the browser where no API exists. You connect each system once and every client space can draw on it, with scoped credentials you can see and revoke.
Is this a self-serve tool we set up ourselves?
No. It is a managed platform — we configure your client spaces, phone agents, qualifying rules and reports with you during onboarding, then keep them running. You get the leverage of a full AI stack without turning a project manager into an integrator or hiring an ops person to babysit it.
How do we get started?
Request access through the contact form and tell us how your agency runs — how many clients, where the leads come in, what reporting eats your week. We confirm it is a fit, build your first client space and phone agent, and get it live, usually within a couple of weeks. You log into the web app, with mobile rolling out for iOS and Android.
Stop your best people doing the machine's work.
Get a free quote and we'll set up your first client space, connect your tools, and get lead qualifying, overflow answering and reporting live — usually within a couple of weeks.
Book a consultation with the YesAI team.