Agency OS release notes

Build SEO and paid search proposals from the lead's call and your data, then edit them with Claude.

• The Proposal Builder
• Paid search proposals and account audits
• SEO and paid in one proposal
• Generate a proposal from the lead

Every page on a client site, scored, with a recommended action and the facts behind it. Approved findings become a project plan.

• Website Quality Audit in Tools
• A Tools section
• Interface fixes

Every client gets a private, read-only portal with their plan, content, performance, links and calls.

• A portal for every client
• Portal settings
• Team profiles

Onboarding, check-in and monthly calls attach to the right client automatically, with a written recap.

• Client call recordings

The launch: pipeline, client projects, content, links, live reporting and the Claude connector, in one place.

• Pipeline and CRM
• Client projects and tasks
• Content board and link tracking
• Performance reporting