Where should I start in Agent Studio?#
Start with the job in front of you today. Answer the quiz below and it sends you to the right tool and the guides that go with it.
What are the 5 places to start?#
Each one opens a real tool, never a tour. New agencies start with the prospect finder: it is the fastest route to a first paying client.
| Job | What you get | Open |
|---|---|---|
| Find prospects | Type a business type and a city and get a list of businesses to call, each one ready to audit. | Prospect finder, then audit a prospect free |
| Get found in Google and AI answers | See whether ChatGPT, Perplexity and Google name the business, then ship the fixes that get it quoted. | AI visibility check, then open seo projects |
| Market healthcare practices | Match providers in the NPI Registry, check studies in PubMed and map every claim on the page to its source. | Healthcare, then add the practice as a client |
| Run your clients | Brand, content, reviews, calls and the Monday report for every client, all in one hub. | Clients, then open the crm |
| Build workflows | Describe a job in one sentence and get a working workflow, tested free before it goes live. | Start building, then browse templates |
Can I tell the homepage what I need?#
Yes. Type the job into the chat on the homepage, like "roofers in Tampa", "CRM" or a website address, and it opens the tool that does it with your words already filled in. What you type stays with you through sign-up, so you never type it twice.
What does each tool do first?#
Type a business type and a location, like dentists in Austin, TX, and the prospect finder returns the businesses to call. Save the right ones, audit their sites free and open each conversation with a finding.
- Prospect audit
- AI visibility check
- Prospect finder
- Outreach inbox in Conversations
The AI visibility check shows whether ChatGPT, Perplexity and Google name the business. The SEO workspace holds keywords, rankings and backlinks, and the fix workflow turns findings into titles and descriptions the client approves.
Choose a practice. Agent Studio matches its providers in the NPI Registry, checks cited studies in PubMed and maps every claim on the page to its source for clinician sign-off. Open Healthcare to start.
Choose a client or add a new one and open their next task. Brand, content, reviews, calls and the Monday report run from one hub in Clients, with Reputation and the CRM one click away.
Describe a job in one sentence, like "email me every hot new lead", and Start building drafts the workflow. Or open a ready-made one from Templates. Test it free, then run it on a schedule or publish it so other software can call it.
How do I open each tool directly?#
Open the tool for your next job
Step 1: Find prospects
Type a business type and a city and get a list of businesses to call, each one ready to audit.Open Prospect finderStep 2: Get found in Google and AI answers
See whether ChatGPT, Perplexity and Google name the business, then ship the fixes that get it quoted.Open AI visibility checkStep 3: Market healthcare practices
Match providers in the NPI Registry, check studies in PubMed and map every claim on the page to its source.Open HealthcareStep 4: Run your clients
Brand, content, reviews, calls and the Monday report for every client, all in one hub.Open ClientsStep 5: Build workflows
Describe a job in one sentence and get a working workflow, tested free before it goes live.Open Start building
The prospect finder feeds Prospecting, and the visibility check leads to AI visibility. Practices start with Healthcare mode.