Scale client knowledge, not headcount.
Agencies juggle dozens of clients, each with unique preferences, history, and requirements. Cortex agents learn client context from every interaction and share it across your team — so no one's ever caught off guard.
The agency problem
Agencies live and die by client context. Knowing that Client A prefers concise updates, Client B has a specific approval workflow, and Client C's CEO hates being CC'd on routine emails — that's the difference between a great client experience and a dropped ball.
But that context lives in people's heads. When an account manager goes on vacation, the backup scrambles. When a team member leaves, their client knowledge walks out the door. When the agency grows, maintaining consistent quality across clients becomes exponentially harder.
How Cortex helps
One agent per client (or per team)
Deploy a Cortex agent for each major client or team. Each agent accumulates client-specific knowledge — preferences, project history, communication norms, key contacts, approval flows.
Team-level knowledge sharing
When multiple agents on your account team independently learn the same client preference, that knowledge graduates to team-level memory. A new team member's agent inherits the accumulated context instantly.
Company-level standards
Agency-wide standards — brand guidelines, reporting templates, billing procedures — live in company-scope memory. Every agent across every client team has access.
Specific scenarios
Client handoff
When an account manager transitions a client to a new team member, the Cortex agent carries over months of accumulated context. The new AM's agent inherits client preferences, project history, and communication patterns from day one.
Consistent service quality
Every client interaction is informed by the agent's growing understanding of that client's preferences. The quality of service doesn't degrade when your best account manager is unavailable.
Scaling without proportional headcount
As you take on new clients, each new Cortex agent starts with your company-level knowledge and rapidly builds client-specific expertise. You scale knowledge capacity without linearly scaling headcount.
Pitch preparation
When preparing for a pitch in an industry where you've done previous work, the agent can surface relevant patterns, case study details, and industry-specific knowledge from across your organization.
Give every client your A-team — every time.
Deploy in 10 minutes. No DevOps required.