Help Centre

How to run the platform.

Step-by-step guides for everything in Agentcroft Insights. Search for an answer, or pick your view and browse below.

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Getting started

Welcome to the platform

What Agentcroft Insights is, and the two ways people use it.

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Setting up your workspace

The short setup you see after signing up - your business, your goal, your tools and anything we should know.

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How it works - key concepts

The handful of ideas that everything else builds on - accounts, the Brain, zones, reports and Studio.

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Logging in & access

Where to sign in, how access works, and how to try the platform without an account.

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A tour of your dashboard

The sidebar, the date control, search, and how to move around the insight dashboard.

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Connecting your data

How data connections work

The model behind integrations - who connects what, how data stays fresh, and where to do it.

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Connecting Google (Analytics, Search Console & Ads)

Connect GA4, Search Console and Google Ads so traffic, search and spend data flow in.

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Connecting your CRM

Connect HubSpot, Salesforce, GoHighLevel or Microsoft Dynamics 365 to bring deals, pipeline and revenue into attribution.

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Connecting GoHighLevel

Sign in with GoHighLevel, or paste a Private Integration Token, to bring contacts, opportunities and pipelines into reporting.

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Connecting HubSpot

Sign in with HubSpot, or paste a Service Key, so contacts, deals and pipeline flow into reporting and attribution.

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Connecting Salesforce

Connect Salesforce with an External Client App so opportunities and revenue flow into reporting and attribution.

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Connecting Microsoft Dynamics 365

Connect Dynamics 365 Sales as an app so leads, opportunities and revenue flow into reporting and attribution.

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Connecting Meta, TikTok, LinkedIn & X

Bring in your paid social and social media data from Meta, TikTok, LinkedIn and X.

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Connecting email platforms

Connect Klaviyo, Mailchimp or GoHighLevel to bring owned-channel performance into the picture.

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Manual Uploads

A spreadsheet we set up for you, or CSV files you upload, for the leads, sales and costs no connection can reach - walk-ins, cash jobs, WhatsApp enquiries, wages and rent.

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The guided connection wizard

A step-by-step walk-through for connecting your platforms the first time you set up.

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Slack alerts & asking the Brain in Slack

Get alerts where your team already works, ask the Brain questions, and share files with it without opening the dashboard.

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Connecting your online shop

Connect your WooCommerce or Shopify store to bring orders, sales and refunds into your dashboard and attribution.

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Performance & analytics

Your Today feed

The inbox that surfaces what needs your attention right now, grouped by urgency.

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Overview & blended KPIs

The home of the Performance zone - blended revenue, spend and ROAS, plus an AI summary of what changed.

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Attribution & the marketing funnel

The full-funnel view from impressions to closed deals, with true ROAS and channel breakdowns.

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Brand Identity

Your central brand hub - mission, audience, voice and look. A core input the Brain and every AI feature build on.

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Recommended actions & advice tracking

AI-proposed next steps you can accept or dismiss - and a scorecard that shows whether past advice actually worked.

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Google Analytics & Search Console tabs

Read your website traffic, engagement and organic search performance.

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Ad platform tabs (Google, Meta, TikTok & more)

Spend, conversions and ROAS for each of your advertising channels, down to the campaign.

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CRM tab - deals & pipeline

Your sales pipeline, win rates, top deals and how marketing channels source revenue.

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Online shop tab - orders & sales

What your online shop sold, what your advertising cost to win it, and which channels paid their way.

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Email performance tab

All your email marketing in one place - campaigns, open and click rates, and owned-channel ROI.

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Market research & competitors

Track competitors, discover keyword gaps and see your share of voice.

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Activity history

A chronological log of everything that's happened in the account.

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Exporting a table to CSV

Every data table on your Performance tabs exports to CSV - all matching rows, in the order you sorted them, plus columns the screen has no room for.

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The Brain

What the Brain is & how it learns

The AI knowledge graph that remembers your business and powers every insight, report and tool.

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Chatting with the Brain & uploading documents

Ask questions in plain English and teach the Brain with your own documents.

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Brain questions & giving feedback

How the Brain asks for help when it's unsure, and how your answers make it smarter.

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"What we know about you" & how it stays honest

The transparency page that shows every fact the Brain holds, where each came from, and how its understanding changes over time.

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Exploring the Brain graph

The full-screen knowledge graph - search it, filter it, travel back through it, and fix anything it has wrong.

Read Agency

Operating & monitoring the Brain

The agency-side view of every client's Brain - what each one knows, what it is unsure about, and the four things you can ask it to do by hand.

Read Self-serve

What Connected AI is & how it works

Let the AI tools you already use read your workspace's Brain, performance data and reports - and, if you choose, help teach it. Named, revocable, always visible.

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Connecting your AI tools

Paste one link to your AI and let it set itself up, or wire each tool up by hand - plus fixes for the messages you might see.

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Teaching the Brain through your AI

Give a connection the Collaborate level and your AI can save what you tell it - facts, moments, meeting notes, answers, tasks - with review, provenance and undo on everything.

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Reports

Generating & reading reports

How AI reports are created, where they appear, and who publishes them.

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The report types explained

What each report covers, so you pick the right one for the question you're answering.

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Scheduling automatic reports

Set reports to generate on a recurring schedule so they're ready without you lifting a finger.

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Sharing, printing & downloading reports

Open a report as a full page, send it to anyone with a link, print it, or save it as a PDF.

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Planning & work

Goals & your monthly storyline

Set monthly KPI targets, get a viability read, and let each month's storyline write itself - then follow it all in one month-grouped feed.

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Tasks - "Working on"

A shared task list to track what's being done, with optional sync from your PM tool.

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Budget & off-platform spend

Coming soon - log spend that isn't on an ad platform, set budgets, and track run-rate against plan.

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Cross-client Work Queue

Every task across every client in one prioritised list.

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Master social calendar

Every client's social posts on one calendar, including what is waiting on a client.

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Creator's Studio

What's in Creator's Studio

The suite of AI tools that turn your data and brand into content, campaigns and outreach.

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Copywriter

Generate on-brand copy for social, email, landing pages, websites and ads from a short brief.

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Social Calendar

Plan, draft, approve and schedule organic social posts across your channels.

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Ad Studio

A closed-loop paid engine - propose campaigns, generate creative variants, score them and launch.

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AI Search (GEO visibility)

Track and improve how visible your brand is inside AI answer engines.

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Web Concierge (site chatbot)

Coming soon - an embeddable, brand-grounded chatbot for your website that will answer questions and capture leads.

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Voice Outreach

Coming soon - AI voice calling that will work a CRM segment, hold natural conversations, and write outcomes back.

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Coming soon - Web Concierge, Voice Outreach, Local Presence & Email Outreach

Four Studio tools on the roadmap, and what they'll do.

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Your account & billing

Self-serve

Your workspace settings

Manage your company details, team, data refresh, AI key and usage - all in one place.

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Plans, pricing & billing

Your plan options, what "bring your own key" means, and how to manage your own subscription - plan changes, cancellation, invoices and payment.

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Inviting your team

Add teammates to your workspace and manage who can do what.

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Bring your own AI key (BYO)

Use your own AI provider key to lift usage caps and pay your provider directly.

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Usage & limits

How monthly allowances work, where to check them, and what happens when you hit one.

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Data refresh & cadence

How often your data updates, how to refresh on demand, and the cooldown to know about.

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Exporting or deleting your data

How to get a copy of everything held on your account, or have it deleted - what you get, what is held back, and how long it takes.

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Running the agency

Agency
Agency

Creating your agency workspace

Sign your agency up yourself from the signup page - one email, one click, and you are in setup on a 14-day free trial.

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Your agency portal at a glance

The admin portal where you run the business - Clients and Work - plus roles and settings.

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Adding & managing clients

Create a client, configure their account, and run their reporting from the management page.

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Setting up a new client

What happens after Add client - confirm what we found on their website, set their goal, choose who connects each tool, add the kickoff notes and invite them.

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The client Manage page

The per-client hub, grouped into four calm zones for day-to-day operations.

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Client settings - cadence, limits & access

Configure an individual client account, grouped into Profile, Configuration, Advanced and Danger zone.

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Agency integrations

Connect your agency-level manager accounts, reporting access and client data sheets once - every client inherits them.

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Client data sheets under your own Google account

Connect a Google service account and shared drive once, so every client's data sheet is created, owned and read under your agency's name rather than the platform's.

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Team, roles & external users

Add your team, choose what each analyst can see, and review the client portal users who access the insight dashboard.

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White-label & custom domains

Run the platform on your own domains so the whole experience is yours, not ours.

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Workspace branding

Set your agency's name, logo, accent colour and support email so the platform looks like yours.

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How agency billing works

Where your subscription lives, and how self-serve client payments flow through to access.

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Previewing as a client & view controls

See exactly what a client sees, and control which tabs appear on their dashboard.

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The setup hub

Gets you to your first client in two steps, then walks you through the rest of your workspace one screen at a time - each step checked live, each one skippable.

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Connect your own AI to every client

One connection from Claude, ChatGPT or Cursor that reads your whole book - ask across clients, and never change one without confirming it first.

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The workspace assistant

Ask about your setup, your clients and their connections in plain words, and get answers from your live workspace with a link to where each thing is fixed.

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Help & troubleshooting

Common issues & fixes

Quick fixes for the things people hit most - stale data, missing integrations, limits and lockouts.

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Frequently asked questions

Short answers to the questions people ask most about the platform.

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Error messages explained

Plain-English explanations of the messages you might run into, and what to do about each.

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Data freshness & caching

Why the dashboard isn't live to the second, and how to make sure you're looking at current data.

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Security & privacy

How your data is isolated, how credentials are protected, and who can see what.

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Trying the live demo

Explore a fully populated sample account with no login and nothing to set up.

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Still stuck?

Take a no-login tour of the platform, or talk to a human - we're happy to help.

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