Start here
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
Choose the agency
Confirm the agency shown after sign-in
- 2
Open a client
Select the client whose advertising work you need
- 3
Choose the workflow
Start in planning, creation, campaign operations, intelligence, or measurement
- 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