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Project management and AI search for agencies.

Run client projects, creative reviews, retainers and capacity in Kroolo Work. Ask across briefs, decks, feedback threads and past campaigns in Kroolo Search, with client boundaries respected.

Client deliveryCapacity and utilisationCited answers
Ask KrooloKroolo Search
Which client campaigns are at risk of missing the launch date?
Answer
3 of 18 active campaigns are at risk. Two are waiting on client approval and one is blocked on creative revisions 1. Account leads were notified this morning 2.
1Campaign tracker2#client-delivery
Q4 client campaignsKroolo Work
Brand refresh
On track
Product launch
Awaiting approval
Retainer content
Blocked
The problem

Client work is scattered across inboxes, decks and chats.

45%
of UK marketers spend at least a quarter of their working week on low-value admin tasks.
30%
of work time is spent searching for information.
58%
of the workday goes to work about work, such as chasing status and switching apps.
Today · scattered
Briefs
Approvals
Capacity
Past work
Retainers
With Kroolo · one workspace
BriefsOne brief per project, linked to tasks and assets
ApprovalsReview rounds with a named approver and record
CapacityLive view of who has bandwidth
Past workAsk what worked for a similar client, with sources
RetainersScope, hours and deliverables in one plan
The platform

One platform runs the work. One finds the answers.

Kroolo Work
Plan, execute and deliver
Sprint progress
Client projects
Creative review rounds
Capacity and workload view
Retainer scope
Dashboards
One set of
permissions
Kroolo Search
Ask anything, then act on it
What is blocking this quarter?
3 sourcesCitedPermission-aware
Ask in plain language
Cited answers
Permissions before AI
50+ connectors
Action agents
Use cases

Where Kroolo goes to work.

Six workflows agency teams run on Kroolo Work and Kroolo Search.

Client delivery
Every client project on one plan

Start each engagement from a template with brief, tasks, milestones and approvers, so nothing depends on one person remembering.

Project templates: Reuse proven plans per service line.
Milestones: Track delivery against client dates.
Risk flags: See projects slipping before the client does.
Client portfolioLive
Active projects
18
At risk
3
Late
1
Brand refresh
On track
Product launch
At risk
Retainer content
Late
Kroolo Work · the work layer

How client work moves from brief to approved.

Four workflows agencies run end to end in Kroolo Work, with owners and approvals at every step.

Client project delivery
BriefPlanCreateReviewDeliver
Automated: Tasks, milestones and approvers are created from the service template.
Result: Every project visible with status and risk.
Creative review and approval
ConceptInternal reviewClient reviewReviseApproved
Automated: Approvers are reminded, and each round is logged with the decision.
Result: One record of what the client approved and when.
Pitch and proposal
BriefResearchDraftReviewSubmit
Automated: Pitch tasks and reviewers are generated from the template, with a deadline countdown.
Result: Pitches submitted on time with reusable assets.
Capacity and resourcing
ForecastAssignTrackRebalanceReview
Automated: Overloaded people are flagged, and rebalancing options are suggested.
Result: Dates promised with bandwidth confirmed.
Kroolo Search · the data layer

Questions your data answers, with the source attached.

Account, creative and strategy teams ask across the work you have already done, with client boundaries respected.

Where the data lives
Slack
Google Drive
Google Docs
Google Slides
HubSpot
Figma
Kroolo Search
One index across briefs, decks, feedback threads, past campaigns and client files. Permissions enforced at retrieval.
ConnectorsKnowledge graphACLs
What teams get
Cited answers
Every answer links to its source
AI agents
Act within the asker's permissions
Kroolo Work
Findings become tasks with owners
What did we propose for the last two retail loyalty pitches?
Answer
Both led with a tiered rewards model and a lifecycle email programme 1. The won pitch added a measurement plan tied to repeat purchase rate 2.
1Pitch decks2Loyalty case study
What did the client say about the launch concept?
Answer
The client liked the narrative but asked for a simpler call to action and a shorter video 1. Legal asked for a revised disclaimer 2.
1Client thread2#launch-feedback
Which retainers are close to their hours budget?
Answer
2 of 9 retainers are above 85% of monthly hours with two weeks left. One is already over scope 1.
1Retainer tracker
What are the brand rules for the finance client's social posts?
Answer
Posts must use the approved palette and avoid performance claims. Compliance review applies before publishing 12.
1Brand guidelines2Compliance checklist
Work meets data

A launch at risk, recovered before the client notices.

Search shows the risk, Work reassigns it, and the lesson goes into the next brief.

1Kroolo Search
Search finds the risk

An account director asks which campaigns might miss launch. Kroolo lists 3 and cites the tracker.

2Kroolo Work
Work unblocks

Tasks are reassigned and the approval blocker is escalated with context.

3AI agent
Agent chases

The approvals agent reminds the client contact and logs the response.

4Approver
Client approves

The client approves in the review round, and the decision is recorded.

5Kroolo Search
Search keeps the lesson

Next time, ask what delayed approvals on similar launches.

The result: On-time delivery, with approvals and decisions recorded.
AI agents

Meet your new AI team.

Use pre-built agents or build your own with the no-code agent builder. Each one works inside your permissions.

Brief agent

Drafts project briefs from client emails and meeting notes.

Drafted 4 briefs
Approvals agent

Chases client and internal approvers and logs each decision.

Chased 7 approvals
Capacity agent

Flags overloaded teams and suggests rebalancing.

Flagged 3 overloads
Reporting agent

Prepares weekly client status reports from live data.

6 reports ready
Meet the agents
Roles

Built for every role in the agency.

From the managing director to the creative team.

Leadership
Profitability and delivery at a glance

See utilisation, retainer margin and at-risk projects across every client in one dashboard.

Portfolio view: See every client project in one place.
Margin tracking: Spot over-servicing early.
Risk AI agents: Flag slipping delivery automatically.
Agency portfolioLive
Clients
24
At risk
3
Margin
31%
Delivery
On track
Utilisation
Healthy
Retainers
Watch
Integrations

Connects to the tools your agency already runs on.

50+ native integrations across design, CRM, communication and file storage.

SlackGoogle DriveGoogle DocsGoogle SlidesHubSpotFigmaAsanaNotionOutlookZoomTypeformPower BISlackGoogle DriveGoogle DocsGoogle SlidesHubSpotFigmaAsanaNotionOutlookZoomTypeformPower BI
See all integrations
Security and governance

Secure by design. Governed by default.

Your proprietary data stays your own. Agents operate within your workspace permissions, and every action is traceable.

ACL before AI

Permissions are enforced at retrieval, so people only get answers from what they already have access to.

No training on your data

Your content is never used to train models. Tenants are isolated.

Cited and auditable

Every answer shows its sources, and activity is audited by default.

Deploy where you need it

Run on AWS, Azure, GCP or on-prem, with SSO through Azure or Google.

SOC 2ISO 27001GDPRNIST AI RMFISO/IEC 42001EU AI Act
Read the Responsible AI Framework

FAQs on Kroolo for Agencies

Can Kroolo keep one client's work separate from another's?
Yes. Kroolo Search enforces access control lists and role-based access at retrieval, so the AI only sees what the person asking is already allowed to see. Answers cite their sources.
Is our data used to train models?
No. Customer data is not used to train third-party foundation models, and each organisation's data is isolated.
Where can Kroolo run?
Kroolo cloud runs on AWS, with US East as the primary region. You can also run it on Azure, GCP or on-prem, with SSO through Azure or Google.
How long does it take to go live?
Kroolo Search connects to the systems you already use through 50+ native connectors.
Can we bring our own model?
Yes. Kroolo supports bring-your-own-model and key, and routes between Claude, Gemini and GPT.

Deliver more for every client.

See every project, approval and answer in one place, so the team spends its time on the work.

Explore

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