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.

I'm using the platform as a

Getting started

Welcome to the platform

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

Read

How it works - key concepts

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

Read

Logging in & access

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

Read

A tour of your dashboard

The sidebar, the period selector, search, and how to move around the insight dashboard.

Read

Connecting your data

How data connections work

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

Read

Connecting Google (Analytics, Search Console & Ads)

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

Read

Connecting your CRM

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

Read

Connecting Meta, TikTok, LinkedIn & X

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

Read

Connecting email platforms

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

Read

Manual Uploads

A spreadsheet we set up for you, or CSV files you upload, for spend, deals and offline revenue that no connection can reach - walk-ins, cash sales, retainers and print.

Read

The guided connection wizard

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

Read

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.

Read

Performance & analytics

Your Today feed

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

Read

Overview & blended KPIs

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

Read

Attribution & the marketing funnel

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

Read

Brand Identity

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

Read

Recommended actions & advice tracking

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

Read

Google Analytics & Search Console tabs

Read your website traffic, engagement and organic search performance.

Read

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

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

Read

CRM tab - deals & pipeline

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

Read

Email performance tab

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

Read

Market research & competitors

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

Read

Activity history

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

Read

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.

Read

The Brain

What the Brain is & how it learns

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

Read

Chatting with the Brain & uploading documents

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

Read

Brain questions & giving feedback

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

Read

"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.

Read

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 tools for keeping every client's Brain healthy and well-fed.

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.

Read Self-serve

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.

Read Self-serve

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.

Read

Reports

Generating & reading reports

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

Read

The report types explained

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

Read

Scheduling automatic reports

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

Read

Downloading & sharing reports (PDF)

Turn any published report into a clean, branded PDF you can send on.

Read

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.

Read

Tasks - "Working on"

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

Read

Budget & off-platform spend

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

Read Agency

Cross-client Work Queue

Every task across every client in one prioritised list.

Read Agency

Master social calendar

Every client's scheduled and pending social posts on one calendar.

Read

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.

Read

Copywriter

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

Read

Social Calendar

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

Read

Ad Studio

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

Read

AI Search (GEO visibility)

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

Read

Web Concierge (site chatbot)

An embeddable, brand-grounded chatbot for your website that answers questions and captures leads.

Read

Voice Outreach

AI voice calling that works a CRM segment, has natural conversations, and writes outcomes back.

Read

Coming soon - Local Presence & Email Outreach

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

Read

Your account & billing

Self-serve

Your workspace settings

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

Read

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.

Read Self-serve

Inviting your team

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

Read Self-serve

Bring your own AI key (BYO)

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

Read

Usage & limits

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

Read

Data refresh & cadence

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

Read

Running the agency

Agency
Agency

Your agency portal at a glance

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

Read Agency

Adding & managing clients

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

Read Agency

The client Manage page

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

Read Agency

Client settings - cadence, limits, tier & KPIs

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

Read Agency

Agency integrations

Connect your agency-level manager accounts, AI keys and telephony once - every client inherits them.

Read Agency

Team, roles & external users

Invite your team, set roles, and manage the external client users who access the insight dashboard.

Read Agency

White-label & custom domains

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

Read Agency

Self-serve trial codes

Mint sign-up codes that let prospects start a time-limited trial instead of paying up front.

Read Agency

Workspace branding

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

Read Agency

How agency billing works

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

Read Agency

Previewing as a client & view controls

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

Read Agency

The setup guide / tour

The guided walk-through that gets a new agency owner up and running.

Read Agency

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.

Read

Help & troubleshooting

Common issues & fixes

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

Read

Frequently asked questions

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

Read

Error messages explained

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

Read

Data freshness & caching

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

Read

Security & privacy

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

Read

Trying the live demo

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

Read

Still stuck?

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

See the platform Partner with us