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AI agents for agencies and consulting firms

AI for agencies that knows every client.

A creative team works around a table of campaign materials

Your best account managers carry the client playbook in their heads: scope limits, client preferences, delivery shortcuts. Dactic learns it from them and builds AI agents that draft proposals, onboard clients and quote work the way your team already does.

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Learned from your team
“Rush jobs ship within 48 hours at +15%, waived for accounts older than 3 years.”From Ops playbook + interview
In plain terms

What Dactic does for your agency

New to AI agents? An AI agent is software that does a task for your team, like answering a routine request, routing an approval or preparing a document. Your agents run in the AI tool your team already uses, so there is nothing new to learn. Start on your lunch break. Have an AI agent when you get back.

  1. You show Dactic how you work

    Connect the tools your team already uses, then answer a 5 to 7 minute AI interview about the rules nobody wrote down.

  2. Dactic builds your AI agents

    Each agent follows your rules and shows which rule it used. Nothing deploys to your AI platform until you approve it.

  3. The routine work gets done your way

    Agents draft quotes, run client onboarding and track approvals with each client's playbook, so work comes out right the first time.

What gets missed today

The client playbook nobody wrote down.

  • Each client's preferences live with one account manager
  • Proposals start from a blank page
  • Handoffs lose the details that keep clients happy
  • Everything your team knows about each client, in one place
  • Agents draft from how you actually scope and deliver
  • Kept up to date on a schedule, from every 30 days to daily
Client playbookCaptured by Dactic
  1. Rush jobs ship within 48 hours at +15%, waived for accounts older than 3 years.From Ops playbook + interview
  2. Kickoff within 2 business days, access checklist by day 3.From Onboarding board
  3. This client only signs off on creative on Tuesdays.From Interview: Account manager
One request, two ways

Same rush job. Two different quotes.

A long-time client needs a rush job by Thursday.
Quote from a typical AI tool
Creative production
$8,000
Rush fee, +15%
$1,200
Total
$9,200
Account manager has to correct it
Quote from an AI agent with Dactic
Creative production
$8,000
Rush fee, client over 3 years
waived
Total
$8,000
Right the first time

Illustrative figures.

Example agents

Agents that work like your best account manager.

  • Proposal reviewer

    Follows the rule“Rush jobs ship within 48 hours at +15%, waived for accounts older than 3 years.”From Ops playbook + interview

  • Client onboarding

    Follows the rule“Kickoff within 2 business days, access checklist by day 3.”From Onboarding board

  • Creative approvals

    Follows the rule“This client only signs off on creative on Tuesdays.”From Interview: Account manager
A strategist presents work to colleagues
How it works

How does Dactic set up AI agents for an agency or consulting firm?

  1. 01

    Connect

    Connect the tools your team already uses. Dactic reads only the files and conversations you allow.

  2. 02

    Map

    Dactic reverse engineers your business processes by studying how your workflows and tools fit together.

  3. 03

    Interview

    Your team answers a 5 to 7 minute AI interview about the details that never got written down.

  4. 04

    Deploy

    Dactic packages the agent with your rules and sends it to the AI platform you already use, like monday.com, Claude or OpenAI. One click, and about 20 seconds later your agent is in your AI platform.

Reads from tools like
  • monday.com
  • ClickUp
  • Jira
  • Notion

Built to be trusted with client work.

  • Sees only what it needs

    Each agent gets only the information its task requires, and nothing more.

  • Personal details protected

    Personal data is redacted before indexing.

  • Never used to train AI

    Your data is never used to train models.

  • You approve everything

    Nothing deploys to your AI platform until you approve it.

Questions firms ask

Questions about Dactic for agencies and consultancies

What does Dactic do for an agency or consulting firm?

Dactic learns the client playbook your account managers carry, like scope limits, rush fees and approval habits, and gives it to the AI agents you run. Those agents can then review proposals, run client onboarding and quote work the way your best account manager would.

What can an AI agent handle for an agency or consultancy?

Work that depends on knowing the client: reviewing proposals and quotes, running client onboarding, and tracking approvals. Dactic gives each agent the playbook your account managers carry, so quotes and handoffs come out right the first time.

Do we need a technical team to set it up?

No. Connect your sources, answer a 5 to 7 minute AI interview, and deploy your first agent with one click. Onboarding is included on every plan, with no implementation fee. Nothing deploys to your AI platform until you approve it.

Is our data used to train AI?

No. Your data is never used to train models. Personal data is redacted before indexing, and each agent sees only what its task needs. Dactic doesn't store your raw data. It's processed ephemerally.

Do I need my own AI tool?

Yes, and that is an advantage: your agents run in the AI tool your team already uses and trusts, like monday.com, Claude or OpenAI, so there is nothing new to learn. Dactic reads from tools like monday.com, ClickUp, Jira and Notion. If your model provider triples its price, move your agents. Their instructions and context go with them.

How much does Dactic cost?

Dactic is priced per team, not per token. It starts at $49/month for 1 employee, and onboarding is included on every plan with no implementation fee. Larger teams pay by team size, not by usage.

See your first agent on your own client work.

Connect your sources, answer a 5 to 7 minute AI interview, and deploy your first agent with one click.

Try It Now