Agency OS AI turns WordPress into a central hub where your entire agency can operate without juggling multiple tools. It brings together project management, client handling, support systems, and team collaboration into a single, streamlined workspace designed for real-world agency workflows. From a fully branded client portal to an organized employee workspace, everything is built to keep your operations clear and connected.
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A full project workspace lives inside your WordPress admin. Create projects, task lists, milestones, messages, and file libraries. Track team performance from the reports screen and visualize work across customizable Kanban columns with drag-and-drop support.
A complete CRM built into the plugin. Manage client profiles, contacts, company details, and link each client to their active projects. Generate invoices with line items, automatic tax calculation, payment tracking, and a PDF-ready format, all from one place.
Deploy a fully branded frontend portal for your clients and employees using a simple shortcode. Clients get rich project visibility cards, a personal Kanban board, a searchable ticket inbox, and milestone previews, all without ever accessing your WordPress backend.
A built-in help desk with departments, ticket notes, reusable macros, SLA rules, and AI-assisted routing. New tickets are automatically assigned to the right department, and OpenAI can summarize, prioritize, suggest a first reply, and tag every ticket the moment it arrives.
Configure your outgoing mail server directly from the Settings screen, host, port, authentication, and encryption. Accept inbound emails and auto-create tickets via a secure webhook endpoint. Fire outbound events (ticket.created, task.created, project.created, and more) to any external system with HMAC signature verification.
Connect your own OpenAI API key to unlock AI across the entire plugin: an AI playground for direct workspace queries, AI-generated task lists from project descriptions, AI ticket triage in the portal, productivity briefs in reports, and team coach briefs in access management.
Know exactly where your team's hours are going. Start a live timer, tag it to a project, and mark it billable before you even write the first line of code. Entries log automatically, billable hours separate from non billable ones, and everything rolls up into clean reports ready for your next invoice run.
Licensed Agency OS AI is released under the GPL 2.0 license, the same license that powers WordPress itself. You own your data, your installation, and your workflow. Fork it, extend it, or build your own add ons on top of it. No vendor lock in, no forced upgrades, no subscription required to keep running what you already have.
A modern, fast React-powered admin workspace lives inside your WordPress dashboard. Navigate between Projects, Clients, Invoices, Time Tracking, Milestones, Messages, Files, AI Assistant, Reports, Team, and Settings, all from a clean sidebar. The branded header shows your agency logo and gives every team member instant access to Quick AI from any screen.
Every project gets a visual Kanban board with fully customizable columns. Drag tasks between Backlog, To Do, In Progress, In Review, and any custom stage you define. The AI Generate Tasks button creates a complete task list from a plain-language project description, so your team hits the ground running from day one.
Create professional client invoices without leaving WordPress. Select a client, set an issue date, due date, and tax rate. Add unlimited line items with description, quantity, and rate, subtotal, tax, and total all calculate automatically. Attach payment notes and generate the invoice in one click.
Start, stop, or pause a live timer directly from the Time Tracking screen. Select a project, describe what you are working on, check Billable, and hit start. Total Hours, Billable Hours, and Entries Today update in real time. Filter by date range and project for clean, accurate reporting that feeds directly into your invoicing workflow.
The AI Playground gives your team a dedicated space to generate ideas, summarize work, and draft client-ready content. The Quick AI sidebar is available from every screen in the workspace, ask it to summarize high-priority work, turn a project update into a client-ready note, suggest next actions for a delayed project, or triage blockers across active tickets and tasks.
Get a real-time picture of your workspace with six key metrics. Then click Generate Brief, OpenAI reads your current data and writes a concrete action plan for team delivery focus, project momentum, and operational risk recovery. Charts for Tasks by Status and Tasks by Priority give instant visual clarity across all active work.
One Settings screen covers everything your agency needs to configure. Set your company name, logo, brand colors, and portal welcome copy under Company. Configure the client portal behavior under Portal. Add your OpenAI API key under AI. Manage access controls and login auditing under Access. Set up built-in SMTP email delivery under Email. Configure inbound and outbound webhooks under Automation. Use One-Click Page Creation to deploy your login, portal, and support pages instantly.
✓ Instant Download✓ 14-Day Refund✓ 1 Year Support✓ Secure Payment
Agency OS AI turns WordPress into a central hub where your entire agency can operate without juggling multiple tools. It brings together project management, client handling, support systems, and team collaboration into a single, streamlined workspace designed for real-world agency workflows. From a fully branded client portal to an organized employee workspace, everything is built to keep your operations clear and connected.
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