Ask Whizo
Chat that actually does the work.
Ask about any client, task, post or deal and get the answer from your own workspace. Ask it to plan posts, create tasks or send an approval, and it asks before anything goes to a client.
See how it worksNewApproved posts publish to Facebook and InstagramRun the agency.
Run the agency.
Not the inbox.
Whizo AI handles the busywork behind client work: tasks, content, approvals and client requests, so your team spends its time on the work that moves accounts forward.
Try free for 14 days. No card needed.
Post approvedInstagram, Glow Skincare
RCNew lead: Riley Cartervia Facebook Lead Ads, just now
86% tasks doneThis week, 9 teammates
Good morning, Sarah
23 things moved since yesterday. 3 need you.
Active clients122 onboarding
Tasks done this week86%
Leads this week41
Approvals waiting3oldest 2h ago
Live activityLive
- New lead from FacebookRiley Carter asked about teeth whiteningOda DentalWorking
- Caption pack ready3 posts from the content bankGlow SkincareSent for approval
- Overdue task reassignedReel edit was 1 day lateNorthside GymNow with Priya
- Client request inNew banner for the weekend saleSpark DigitalTurned into a task
- Missed callVoicemail left for the teamLumen SkinCall-back task for Sam
Needs your approvalGlow Skincare
Serum launch carouselInstagram, Thu, 6:30pmAsk Whizo
Works with the tools your agency already uses
Works with Instagram, Facebook, WhatsApp, Gmail, Google Calendar, Meta Ads, Twilio.
Agencies rarely lose clients over the work. They lose them over slow replies, missed approvals and forgotten follow-ups. Whizo keeps all three in view.
01 / One platform
All your clients. One system.
- ClientsA separate workspace and portal for every account
- ContentCalendar, approvals and publishing to Facebook and Instagram
- LeadsCRM, Facebook Lead Ads, Conversations and visitor analytics
- TeamTasks, projects, time tracking and updates
- Ask WhizoAI answers and actions across all of it
Whizo AI is an AI-powered agency management platform for marketing, social, ads, creative and similar agencies: client workspaces and a client portal, tasks, a content calendar with approvals and publishing to Facebook and Instagram, a CRM, Conversations, social and visitor analytics, and Ask Whizo, the AI chat, with one login across every client.
The tour
See the whole thing in under two minutes.
02 / AI first
AI that does the work. Not just the talking.
Conversations
Every client conversation, one inbox.
Email and Facebook Lead Ads for every agency. With the phone system, Whizo-managed numbers add two-way SMS, calls and WhatsApp, and missed calls and voicemail land in the same thread.
See how it worksAgents
Agents that take the routine part.
A follow-up and lead agent, a website chat agent, a content agent for your own pages and more. They work for your agency, never inside a client's workspace, and our team switches them on for you.
Meet the agents03 / Meet Whizo
The teammate that never logs off.
Whizo keeps every client, every inbox and every deadline in one view, and taps you when a decision is yours.
Morning!Click me
- 3 approvals are waitingGlow Skincare, Spark Digital
- 2 client requests came inTurned into tasks for the team
- Riley Carter sent a lead formFacebook Lead Ads, Oda Dental
- Nothing left that needs youInbox zero across 12 clients
Try it
Ask Whizo. Watch it happen.
Ask Whizo, step by step
Scroll to run it. You sign it off.
- Prompt
- Get clients
- Find gaps
- Write captions
- Plan posts
- Ask approval
- Approved by you
One login
Every client in orbit.
Each client gets an isolated workspace with its own team, files and data. Your team moves between all of them from one login.
Lumen Agency12 clients04 / The agency underneath
Everything else your clients pay you for.
Every client, a separate workspace.
Isolated team, files and data per client, and a portal where they approve content, send requests and see their leads.
Learn more: Client WorkspacesClient Workspaces
Every client, a separate workspace.
Isolated team, files and data per client, and a portal where they approve content, send requests and see their leads.
CRM & Pipelines
Track the deal. Then become the workspace.
Contacts, deals and pipelines with custom fields and tags. When a deal is won, turn it into the client workspace in one click.
Content Calendar
Plan every client's month in one place.
One calendar across every client, with approvals and a content bank. Approved posts publish to Facebook and Instagram on time; other networks get a reminder.
Tasks & Team
Nothing slips through. Nobody has to chase it.
Tasks, projects, client requests and time tracking for every client, with reminders that go out before a deadline does.
05 / By the numbers
Built deep, not wide.
inbox for email, SMS, calls and WhatsApp
ways to invite a client: Can approve or Can view
social networks with read-only insights: Instagram and Facebook
days to try it free, no card needed
06 / In your pocket
Your agency, on iOS and Android.
Approve posts, answer leads, check the day and take calls from the Whizo app. The same workspace, wherever you are.
07 / Everything else
Plus the rest your agency runs on.
ARun the teamProjects, Updates, time and the notebook in the same place as the work.
Updates
Ask once. The answer lands where it's needed.
Recurring check-in forms for your team, so answers land with the right people instead of sitting in an inbox.
- Team check-ins go out on a schedule
- Assign them to the right people
- Reminders for anyone who hasn't answered
- Every answer stays on the record
Campaign goalLaunch the spring rangeBudget$4,000Approved by Maya
Projects
Every project, milestone by milestone.
Group a client's tasks into a project with milestones, so everyone can see how far along it is, the client included.
- Milestones with owners and due dates
- Progress from milestones and tasks
- Templates for projects you run again and again
- Clients follow their projects in the portal
Brief the shootShot list signed offEdit and captionSend for approval
Time Tracking
Clock in. Clock out. Done.
Your team clocks in and out, logs breaks and adds manual entries, and managers see who's working on the team board.
- Clock in and out from the web or the app
- Breaks and manual entries
- Work hours and an automatic clock-out
- A team board for managers
Maya7h 40mJordan6h 15mSarahClocked in
Notebook
Notes and docs, for every client.
Meeting notes, briefs and how-tos in one place, kept for the agency or for one client, and shared with the people who need them.
- Notes for the agency or for each client
- Share a note with the right teammates
- History on every note
Oda Dental kickoff notes“Spring promo: whitening for $299, launch March 3.”Shared with the team
BTalk to clientsEvery conversation, answered from your own inbox and documents.
Conversations
Every channel. One inbox.
Email, lead forms, SMS, calls and WhatsApp in one Conversations view. Stop switching tabs to find what a client last said.
- Email and Facebook Lead Ads for every agency; SMS, calls and WhatsApp with the phone system
- A status and an owner on every conversation
- Star, mark unread and filter, so nothing gets missed
- Missed calls and voicemail logged in the same thread
clients.youragency.comYour logo here
Client Portal
Clients approve, ask and follow along.
Every client gets a portal: they approve content, send requests, see their leads and use the tools you share with them.
- Clients invite colleagues as Can approve or Can view
- Requests come in with a priority and become tasks in one click
- Leads from their ads, visible to them
- Only the tools you switch on
Campaign goalLaunch the spring rangeBudget$4,000Approved by Maya
Facebook Lead Ads
Leads from Facebook, straight into the CRM.
Connect a client's Facebook page and every Lead Ads form arrives as a lead, mapped to your CRM fields.
Explore the CRMCLook like the agency you areAssets, logins, results and your brand, all under your name.
Approvedreel_v3.mp40:15
hero.jpg
AaBrand kit
Carousel5
Media Library
Every asset, one place, every client.
Stop digging through Drive links and Slack threads for the right file. Every image, video and document your team touches lives in one searchable library.
- A content bank of finished posts and videos for each client
- Each client's brand kit: logos, colors, fonts and voice
- Direct-to-cloud upload, big files included
- Drop straight into a post or a task
Instagramglow.skincare••••••••••Meta Adsads@glow.com••••••••••Shopifyadmin••••••••••
Password Vault
Client logins, never in a spreadsheet again.
Every client's ad accounts, CMS and social logins, encrypted before they're saved and opened with your agency's master password.
- One master password for your agency's vault
- Auto-locks after inactivity
- Access per entry, with one-click copy
- Every reveal and copy logged
Social Analytics
Client results, without the screenshots.
Instagram and Facebook insights for every client, read only, and shared to the client's portal when you choose.
- Reach, engagement and follower growth
- Each post against the account's average
- Share results to the client portal
- Meta ads results next to them
/pricing412 visits/services/seo236 visits/contact97 visits
Visitor Analytics
Every website, and who came back.
One tracking script for your agency's website and your clients' sites: visitors, sessions and pages, and the leads they turned into.
- A script and an embed helper for any site
- Website activity on every lead in the CRM
- Share a client's results to their portal
Book a tableSpring menuOrder onlineGift cards
Link in Bio
One link, for every client's profile.
A link-in-bio page for each client, built in Whizo and published on its own address, with a count of every click.
- One page per client workspace
- Links, images and the client's colors
- Clicks counted for every link
clients.youragency.comYour logo here
White Label · Coming later
Your domain. Your colors. Your logo.
Your own domain, logo and colors across the platform, so clients never see Whizo. It's on the way: book a demo call and tell us you want it.
See what's coming08 / Questions
Questions, answered.
What is Whizo AI?
Whizo AI is an AI-powered agency management platform for marketing, social, ads, creative and similar agencies. It combines client workspaces and a client portal, tasks and projects, a content calendar with approvals, a CRM, one inbox for email, SMS, calls and WhatsApp, social analytics and Ask Whizo, the AI chat, so teams don't need a separate tool for each.
Who is Whizo AI built for?
Whizo AI is built for agencies running more than one client at a time. Each client gets an isolated workspace with its own tasks, content calendar, CRM and files, plus a portal where they approve content and send requests, while your team works across all of them from one login.
How do I try Whizo AI?
Request a 14-day free trial with your business email, name and job title. No card is needed. The Whizo team sets up your agency with you, and you can book a demo call if you'd like a walkthrough first.
Your agency,
minus the busywork.
Start free trial
Try free for 14 days. No card needed.