Agents

Agents do the legwork. You make the call.

AI agents for creative agencies that work with your projects, estimates and finances inside each person’s permissions. They propose; nothing changes until you accept.

Pick a question. See where Frankly answers it.

Agent access

Permissions

SeesWhat you can see
ActsOnly as you could
Elevated accessNone

An agent runs inside your own permissions and can’t propose an action you couldn’t take yourself.

Proposal

From an agent

StatusWaiting for you
Changes madeNone yet
Your callAccept, or leave it

Nothing happens until you accept it.

Agents

In Frankly

ProjectsYes
EstimatesYes
FinancesYes

Agents work with your projects, estimates and finances, all within each user’s permissions.

Three rules every agent follows.

AgentProposes a change
StatusWaiting

It proposes

An agent does the legwork and brings you a proposal.

YouReview it
ChangeApplied on accept

You accept

Nothing changes until you say so.

SeesWhat you see
Elevated accessNone

It sees what you see

Agents inherit your permissions. No elevated access, ever.

How an agent works with you.

01

It does the legwork

Agents work inside Frankly with your projects, estimates and finances, using only the access you already have.

Projects, estimates and finances, within each user’s permissions.

Agent

Working

ProjectsIn your access
EstimatesIn your access
FinancesIn your access

02

It proposes

When an agent has something for you, it brings it as a proposal. It can’t propose an action you couldn’t take yourself.

Propose, then accept.

Proposal

From an agent

StatusWaiting for you
Changes madeNone yet

03

You make the call

You decide. Accept it and the change is made; leave it and nothing happens. The judgment stays with the people who run the agency.

Nothing changes until you accept.

More on security and access

Proposal

Your call

AcceptChange is made
Leave itNothing happens

What agents mean for your role.

Same rules, different questions. Pick yours.

Agency owners

“Can I trust what it does?”

Owners keep the final say. Agents propose; people accept.

Propose, then accept

Nothing changes on its own.

Your permissions

Agents can’t see past them.

No elevated access

Ever.

Built in

AI throughout Frankly, not bolted on.

Finance and operations

“Will it touch the numbers without me?”

Finance teams see every agent proposal before anything changes.

Nothing until you accept

Proposals, not changes.

Same access as you

No more, no less.

Works with finances

Inside your permissions.

Roles and permissions

Set what each person can do.

Account leads

“Can it help with my clients’ work?”

Account leads get help with the projects and estimates they already have access to.

Projects

Within your access.

Estimates

Within your access.

Proposals

You review them.

Your call

Accept, or leave it.

Project and traffic managers

“Will it move my plan around?”

Project managers decide which changes reach the plan. An agent proposes; the plan stays yours.

Proposals, not changes

The plan stays yours.

Projects

Where agents work.

Your permissions

Agents inherit them.

Accept when ready

On your schedule.

Also in Agents.

The shape is fixed: propose, then accept.

Propose, then accept

Nothing changes until you do.

Inside your permissions

An agent sees what you see.

No elevated access

It can’t propose what you couldn’t do.

Projects

Agents work with your projects.

Estimates

And your estimates.

Finances

And your finances.

Built in

AI throughout Frankly, not bolted on.

Let the agent dig. You decide.

See Frankly’s agents on real agency work in a walkthrough.