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Welcome to AgentixFLO

Navigate the paid media and visitor intelligence workspace from planning through measurement

AgentixFLO joins agency and client operations, campaign planning, creative production, launch, optimization, first-party visitor intelligence, reporting, and automation in one client-scoped workspace

What this workspace includes

  • Agency dashboard and client workspaces
  • Planning, creative, and launch tools
  • Campaign operations and measurement
  • Visitor Intelligence and audience activation

Complete workflow

  1. 1

    Choose the agency

    Confirm the agency shown after sign-in

  2. 2

    Open a client

    Select the client whose advertising work you need

  3. 3

    Choose the workflow

    Start in planning, creation, campaign operations, intelligence, or measurement

  4. 4

    Verify the outcome

    Review the result in the client workspace

How records and settings behave

  • Agency screens summarize shared work
  • Client pages keep records and connections scoped to one client
  • Connected accounts determine available live data

Working effectively

  • Check the active client before every launch
  • Complete AI Training before assisted creation
  • Review final platform settings before launch

Keep the correct context

Confirm the active organization, agency, client, site, or record before making a change. The name shown in the workspace identifies where the result will be saved.

Frequently asked questions

Where should I start with Welcome to AgentixFLO?

Confirm the agency shown after sign-in

When is my work saved?

Agency screens summarize shared work

How do I confirm the result?

Return to the related list or detail view and review its current status. Connected accounts determine available live data

All AgentixFLO guides

Welcome to AgentixFLONavigate the paid media and visitor intelligence workspace from planning through measurementAgency and client workspacesChoose the correct agency and client contextLaunchpadTurn a business goal into a structured campaign starting pointAd PlannerBuild a media plan for channels, audiences, messages, formats, and spendCreatives and creative runsGenerate and organize advertising concepts and variantsCreative EditorRefine an advertising asset for its intended placementCommercial BuilderAssemble a multi-scene commercial for campaign useLauncherConfigure and review a campaign before creating it in a connected ad accountCampaignsMonitor top-level delivery and performance across connected platformsAd groupsReview targeting and delivery groups inside a campaignAdsCompare individual creative, status, and resultsKeywordsReview search targeting terms and performanceRecommendationsReview prioritized campaign improvement opportunitiesSocial postsCreate and schedule organic social content in the client workspaceVisitor Intelligence overviewConnect website activity to visitors, companies, journeys, and audiencesVisitorsInspect the complete website visitor activity listIdentified visitorsReview enriched people associated with qualifying site activityCompaniesUnderstand business organizations associated with website activityJourneysReview visitor activity in chronological orderAudiencesBuild reusable groups from behavior and identity criteriaPixel setupInstall and verify website activity collectionIdentity settingsControl the identity behavior used by Visitor IntelligenceAnalyticsAnalyze campaign outcomes across channels and periodsReportsBuild and share client-ready performance reportsAutomationsRun rule-based actions from campaign conditionsInventory advertisingMaintain feed-driven product or vehicle advertisingAI TrainingGive assisted workflows accurate business and brand contextClient settingsMaintain business details, connections, tracking, and preferencesAgency settingsManage shared agency identity, team context, and workspace configurationStoreReview additions available to the agency or clientNotificationsReview account, campaign, client, and system activityAdvertising glossaryUnderstand the core objects and metrics used in AgentixFLOHelp and troubleshootingResolve common setup, connection, launch, intelligence, and reporting questionsCreative run detailMonitor generation progress and work with completed assets.Social content calendar, queue, and approvalsManage the complete organic social publishing workflow.Report generation, sharing, and exportsCreate report snapshots, share them securely, and manage their lifecycle.Inventory sources and synchronizationImport or connect product records from supported sources.Shopping and vehicle inventory adsPrepare feed segments and launch supported catalog campaigns.Store, credits, and purchase historyReview credit balance, usage, packs, and completed purchases.User settingsMaintain personal AgentixFLO profile and preferences.AgentixFLO APIPublic API availability and origin information for AgentixFLO.AgentixFLO API explorerView the confirmed AgentixFLO API origin and endpoint availability.AgentixFLO API authenticationCreate, store, and rotate AgentixFLO API keys.AgentixFLO API endpointsDocumented AgentixFLO API routes, parameters, and response examples.AgentixFLO API errors and limitsStatus codes and retry guidance for the AgentixFLO API.AgentixFLO API recipesEnd-to-end AgentixFLO API workflows.AgentixFLO MCP serverGive Claude, Cursor, or any MCP client scoped access to AgentixFLO reads and actions.Connect to the AgentixFLO MCP serverSet up the AgentixFLO MCP server in Claude Desktop, Claude Code, Cursor, or any HTTP MCP client.AgentixFLO MCP toolsEvery tool the AgentixFLO MCP server exposes, with inputs and results.AgentixFLO MCP promptsReady-made prompts that put the AgentixFLO MCP tools to work.AgentixFLO MCP safety and permissionsHow keys, scopes, confirmations, and audit logs keep AgentixFLO MCP use safe.

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