Run the agency.
Not the inbox.
Whizo AI handles the busywork behind client work — tasks, content, approvals, and reporting — so your team spends time on the work that actually moves accounts forward.
14-day trial · Cancel anytime
Whizo AI is an AI-powered agency management platform that gives marketing, lead-gen, ads, creative, dev, and PR agencies one system for client workspaces, tasks, content scheduling, a CRM, AI agents, and reporting — replacing the usual mix of separate scheduling, task, and client-communication tools with a single login per client.
Plan next week's posts for Fresh Goods and assign the shoot to Priya.
search_knowledgebrand guide · Fresh Goodsschedule_content3 posts · Tue, Thu, Satcreate_taskassigned to PriyaScheduled 3 posts for next week using the Fresh Goods brand guide, and created a shoot task for Priya due Monday.
Chat that actually does the work.
Most AI assistants hand you a suggestion. Whizo's agents call real tools against your workspace — scheduling the post, creating the task, pulling the number, sending the email — and show you every call they made.
- Ask in plain English — it calls real tools, it doesn't just reply
- Tools across tasks, content, CRM, analytics, SOPs, forms, email, and WhatsApp
- Grounded in your knowledge base, so answers use your brand voice and process
- Build your own agents with their own instructions, model, and tool access
- Every tool call is shown inline — you always see what it actually did
Run your agency from WhatsApp.
Agency owners, team members, and clients message the Whizo AI agent on WhatsApp and it does the work — reschedules tasks, pulls up numbers, drafts captions, sends approvals. It is the same agent that runs inside your dashboard, just reachable from the app everyone already has open.
- Your whole team chats with Whizo AI from WhatsApp — no app to install
- Same agent as the dashboard: tasks, calendar, analytics, knowledge base
- Send a voice note — it gets transcribed and acted on
- Approve or reject client content with one tap on a button
- Daily digests, task reminders, and mentions delivered to your chat
- One shared Whizo number — no QR codes, no linking a personal number
What's due today?
9:02 AM3 tasks due today: • Apex Digital — Reels script • Fresh Goods — Aug calendar • NovaBrand — ad copy review
9:02 AMMove the NovaBrand one to Friday and tell Priya
9:03 AMDone. Rescheduled to Fri 8 Aug and notified Priya.
9:03 AMFresh Goods sent 2 posts for approval.
Build the workflow once. It runs itself after that.
Agents work when you ask. Automations work when you don't. Wire triggers, conditions, and actions together in a visual builder, then let the workflow fire on its own the moment something happens in your workspace.
- Visual node builder — triggers, logic, actions, no code
- Fires on real events: new lead, deal stage change, form submission, task due
- Or runs on a schedule, unattended, whether or not anyone is logged in
- Hand a step to an AI agent when the workflow needs judgement, not just rules
- Every run logged — see exactly what ran, what it changed, and why
Every client, a separate workspace.
Each client gets an isolated workspace with their own team, files, and data — nothing crosses over. Your agency name, logo, and domain on everything they see.
- White-label with custom domain, logo & brand colors
- Isolated workspaces per client — data never mixes
- Clients log in to your portal, not WhizoAI's
- Onboard freelancers with scoped roles & permissions
Track the deal. Then become the workspace.
A real pipeline for agency sales — not a bolted-on contacts list. Move a prospect from first call to signed client, then turn that closed deal into a live workspace in one click.
- Visual pipeline from Discovery to Closed Won, drag-and-drop stages
- One click converts a closed deal into a full client workspace
- Contact and interaction history synced with AI Chat and Knowledge Base
- Lead capture and scoring, without a separate CRM subscription
Schedule once. Publish everywhere.
Plan your entire month across every client in one calendar. Drag to reschedule, bulk-assign time slots, and let AI tell you exactly when each account gets the most reach.
Nothing slips through. Nobody has to chase it.
Tasks that assign themselves. Deadlines flagged before they slip. A morning digest that tells every team member exactly what they owe.
Create Q1 content calendar
Design new social post templates
Schedule Instagram posts for Spark
Write monthly performance report
Setup Meta Business Manager
Onboard team member — Rahul
Ask once. The answer lands where it's needed.
Intake forms, feedback surveys, recurring check-ins — built in minutes, shared with a link, and routed automatically instead of sitting in an inbox.
- Drag-and-drop builder — text, choice, file upload, rating fields
- Share a public link, no client login required to submit
- Recurring forms auto-send on a schedule (used for client updates)
- Submissions flow straight into a task, workspace, or lead record
A database of 320M+ people. Pay only for what you reveal.
Search by title, industry, or location, then reveal verified contact details one field at a time. No bulk-credit gambling — you only spend on the leads you actually use.
- 320M+ person database, searchable by title, industry & location
- Reveal verified email and phone on a per-contact basis
- Waterfall enrichment across 16+ providers, only pay for hits
- Push revealed leads straight into a sequence or workspace
Write it once. Run it a hundred times.
Turn tribal knowledge into a process anyone on the team — or the AI — can actually execute. Every run is tracked, so you know a process was followed, not just documented.
- Hybrid editor — write steps, embed AI prompts, attach files
- Runnable checklists, not static docs — track who did what
- Version history on every SOP, roll back any change
- AI can execute a step directly from the SOP when it runs
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.
- One library shared across every client workspace
- Auto-tagged by content type, client, and campaign
- Direct-to-cloud upload — no size limits, no waiting
- Drop straight into a post, task, or SOP from anywhere
Every channel. One inbox.
WhatsApp, SMS, email, voice calls, and social messages — routed into one AI-organized Conversations view. Stop switching tabs to find what a client last said.
- WhatsApp, SMS, email, voice calls, and social DMs — one thread per client
- AI drafts a reply on any channel, grounded in your knowledge base
- Assign, star, and route conversations to the right teammate
- Search across every channel at once — never hunt for a message again
AI that uses your real inbox and calendar.
Connect your Google or Outlook account once. Agents send email as you, read your inbox for context, and book real meetings with a Google Meet link — no separate system to check.
- AI sends email from your own connected inbox — not a separate mailbox
- Agents read your inbox for context before drafting a reply
- Real calendar events, created directly on your Google or Outlook calendar
- Every Google Meet link generated automatically, no manual setup
One place to talk. Including with your AI.
Slack-style channels and DMs, built into the same platform as your tasks and clients — so the AI agent in the conversation can actually see what you're talking about.
- Channels per client or team — everything stays organized
- @ an agent to pull in data or take an action mid-conversation
- Voice & video calls built in, no separate app to juggle
- Full history, searchable, synced across web and mobile
Client logins, never in a spreadsheet again.
Every client's ad accounts, CMS, and social logins — encrypted, shareable with the right team member, and revocable in one click when someone leaves.
- AES-256 encrypted vault, one master password per workspace
- Share credentials with the team without ever showing the password
- Reveal, copy, and audit-log every access — no more shared spreadsheets
- Instantly revoke access when a freelancer or client offboards
Set the target. Watch it track itself.
OKRs that update from real work, not a spreadsheet someone forgets to touch. Every team member sees exactly where they stand against the goal.
- OKRs for the agency, the team, and each individual
- My / Team / Goals views — everyone sees their own scoreboard
- Auto-updates from real activity — tasks, revenue, client data
- Weekly digest of who's ahead, who's behind, and why
Client reports, without the client work.
Stop spending days on client reports. WhizoAI generates white-label analytics PDFs in 30 seconds — complete with AI insights that make you look like you have a full analytics team.
- AI-generated insights surface every week automatically
- White-label PDF reports ready in 30 seconds
- Per-client breakdowns by platform, post type & date range
- Engagement, reach, link clicks, and follower growth tracked
AI Insight: Reels drove 62% of total reach this month. Increasing post frequency to 5x/week could yield +28% reach.
Your domain. Your colors. Your logo.
Custom domain, your logo, your brand colors — clients never see 'WhizoAI' anywhere in the product. It looks like software you built yourself.
- Custom domain — clients see yourcompany.com, not whizoai.com
- Your agency logo and brand colors applied across the platform
- Client portal looks custom-built — they think you wrote the code
- White-label PDF reports, emails, and client-facing notifications
Everything you're paying other tools for, already included.
Stop stitching together a CRM, a scheduler, a DAM, and a vault. Whizo AI replaces the whole stack agencies typically cobble together — for a fraction of the combined cost.
| Features | Replaces | Other Tools | Whizo AI |
|---|---|---|---|
| AI Chat, Knowledge Base, Agents & Automations | IntercomZapierMaken8n Also replaces Chatbase-style chatbot builders | $298/mo | Included |
| Lead Finder, Enrichment & AI Prospecting |  Apollo.io ZoomInfo | $179/mo | Included |
| AI Social Audit & Competitor Benchmarking | Social BladeSimilarweb | $129/mo | Included |
| Connected Accounts (AI Email & Calendar) | GmailGoogle Calendar | $39/mo | Included |
| CRM & Client Pipelines | HubSpotSalesforce | $349/mo | Included |
| Client Workspaces & Portals | NotionBasecamp | $99/mo | Included |
| Unified Inbox | Help ScoutAircall | $99/mo | Included |
| WhatsApp Agent |  Wati Gupshup | $99/mo | Included |
| Task Management (AI Kanban) | AsanaClickUp | $99/mo | Included |
| Content Calendar & Scheduling | Buffer | $99/mo | Included |
| SOPs & Team Training | NotionConfluence | $99/mo | Included |
| Forms, Approvals & Recurring Updates | TypeformGoogle Forms | $79/mo | Included |
| Meeting Scheduling & Calendar Sync | CalendlyZoom | $29/mo | Included |
| Team Chat | Slack | $49/mo | Included |
| Social & Influencer Analytics | Hootsuite | $149/mo | Included |
| Client Reporting | Looker StudioMetabase | $79/mo | Included |
| Time Tracking | TogglClockify | $49/mo | Included |
| Password Vault | 1PasswordLastPass | $59/mo | Included |
| Media Library | CloudinaryDropbox | $49/mo | Included |
| Tables | Airtable | $49/mo | Included |
| Reputation Management | Google My BusinessYelpTrustpilotTripadvisor | $99/mo | Coming Soon |
| Ads Management (Meta) | Replaces Madgicx-style AI ad optimization | $149/mo | Included |
| Cold Email Outreach & Sequences |  Instantly Smartlead | $99/mo | Included |
| Brand Kit | Frontify | $55/mo | Included |
| Link in Bio | Linktree | $29/mo | Included |
| Goals & Performance Reporting |  Lattice 15Five | $89/mo | Included |
| White-Label Branding | Unique to Whizo AI | $97/mo | Enterprise plan |
Based on the Pro plan (most popular). White-label branding requires the Enterprise plan — see full pricing.
Start Free. Scale as You Grow.
No hidden fees. No lock-in. Cancel anytime.
Starter Lite
Free forever — get started instantly
- 1 workspace
- 1 team member
- 500 AI credits/month
- 3 GB storage
- Conversations (Email & SMS)
- Content calendar & scheduler
- Analytics & reporting
- Tasks & project management
- AI Agents
- Lead Finder — 10 scrapes/mo
- Lead Finder — 50 enrichments/mo
- AI Prospecting — 5 uses/mo
Starter
For growing agencies
- 3 workspaces
- Unlimited team members
- 10,000 AI credits/month
- 10 GB storage
- 4 Meta syncs/day
- Conversations (Email & SMS)
- Content calendar & scheduler
- Analytics & reporting
- Automations & chatbots
- Tasks, SOPs & time tracking
- Lead Finder — 50 scrapes/mo
- Lead Finder — 2,000 enrichments/mo
- Lead Finder — 3 parallel jobs
- AI Prospecting — 500 uses/mo
- AI Agents
Pro
For established agencies
- 10 workspaces
- Unlimited team members
- 50,000 AI credits/month
- 50 GB storage
- 8 Meta syncs/day
- Conversations (Email & SMS)
- Content calendar & scheduler
- Analytics & reporting
- Automations & chatbots
- Tasks, SOPs & time tracking
- Lead Finder — 300 scrapes/mo
- Lead Finder — 8,000 enrichments/mo
- Lead Finder — 10 parallel jobs
- AI Prospecting — 2,000 uses/mo
- AI Agents
- MCP Server Access
- Priority support
Enterprise
For large agencies at scale
- Unlimited workspaces
- Unlimited team members
- 200,000 AI credits/month
- 200 GB storage
- 24 Meta syncs/day
- Conversations (Email & SMS)
- Content calendar & scheduler
- Analytics & reporting
- Automations & chatbots
- Tasks, SOPs & time tracking
- Lead Finder — 500 scrapes/mo
- Lead Finder — 20,000 enrichments/mo
- Lead Finder — 20 parallel jobs
- AI Prospecting — 5,000 uses/mo
- AI Agents
- MCP Server Access
- Priority support
- Dedicated account manager
- White-label platform
Starter plan includes a 14-day free trial. Cancel anytime.
Your agency, minus the busywork.
Start free and see how AI handles the busywork — tasks, content, client updates — while you focus on growth.
14-day trial · Cancel anytime
Walk into the pitch already knowing what's broken.
Paste a prospect's links. Minutes later you have a scored, branded report naming every gap between them and their competitors — the hour of manual research you used to do for free, before you'd even won the account.
- Feed it an Instagram, website, Facebook, LinkedIn, or YouTube URL
- Name the competitors yourself, or let AI pick who they're really up against
- Scored out of 100 with every gap written out as a fixable finding
- Share a branded public link — no login needed, and you see the view count
- Same report works for pitching prospects or reporting to existing clients
Generate an Audit