Meet Bits, AI teammates for your agency’s sales, marketing, operations, and client work. Use your existing tools, or build what’s missing in Studio.
Work with your Bits in Slack or Microsoft Teams, too.
A 36-second illustrative conversation inside an agency’s private new-business channel. Agency teammates Maya and Jordan work with Research, Sales, and Operations Bits to prepare the Harbor House pitch. Research Bit assembles account research with sources. Sales Bit prepares five follow-up drafts. Operations Bit organizes six pitch steps with owners and deadlines. Maya asks for a retail-led story and asks Studio to build a proposal deck from approved materials. Research Bit links the approved retail case study. Studio shows progress and a compact ready notification in the thread; the deck itself never appears. Maya requests a client follow-up held for agency review. Sales Bit drafts the email with the proposal attached, and Operations Bit assigns the review to Jordan. Jordan confirms he will review the deck and email before sending. Clients do not use these internal Bits or join this conversation. There is no right-hand panel, document renderer, website, or build preview. All people, accounts, integrations, tasks, and actions are fictional. Nothing is sent, shared, or published.
Give each Bit a role in sales, marketing, operations, or client work. Set its instructions and connect only the tools and accounts it needs.
A 12-second illustrative demo. An agency employee gives Operations Bit responsibility for owners and deadlines, sets approval instructions, and connects Gmail, HubSpot, and selected agency files. The Bit is internal to the agency. No real accounts are connected.
From a new-business pitch to a client deadline, your people and Bits work together. Keep briefs, drafts, owners, and decisions beside the conversation.
A 12-second illustrative demo. Maya asks Sales Bit to prepare follow-ups for the agency’s prospects. Six drafts are returned for internal review with case studies linked and active pitches excluded. Nothing has been sent.
Your agency’s voice, processes, and decisions carry into the next task. Keep client-specific notes and preferences scoped to the right account.
For agency updates, lead with decisions. Then the numbers.
Saved for agency operations and leadership.
Agency preference savedView memory →
Your team sets the approvals for messages, spending, and publishing. Bits do the work behind the scenes. Your people own client relationships and delivery.
A 12-second illustrative demo. A Bit prepares an internal client recap draft for the agency account lead. Sources are linked and the launch date is flagged for confirmation. The agency reviews the draft and controls delivery. Nothing is shared with the client.
Encrypted with your keys, under your control, and isolated from other customers.
Win new business. Run the agency. Deliver for your clients. Your Bits work across the tools you use and the tools you build.
Sales BitYour agency’s AI teammate
Research prospects, prepare pitches, and keep follow-ups moving. Your new-business team focuses on the conversations that win the work.
Works across your connected tools and inside what you build.
Sales BitAgency HQ / Internal
BitsbasePrep follow-ups for the brands we met at the event. Skip anyone already in an active pitch.
Six follow-up drafts are ready. I excluded the two active pitches, linked relevant case studies, and updated the next steps in our pipeline. Nothing has been sent.
New-business follow-upsFor review
Prospect accounts, active pitches, and follow-ups in one internal pipeline.
