FAQ

Agency Root: frequently asked questions

Short, direct answers to the questions agencies ask before choosing Agency Root.

Product

What is Agency Root?

Agency Root is a white-label operating system for agencies. It puts people operations, clients, the company calendar, documents, finance, meetings and AI in one branded mobile app, with web administration. See the product overview.

What is an agency operating system?

An agency operating system is one system that holds an agency's people, clients, operations and financial context. Leadership sees the company from one place instead of rebuilding the picture from HR tools, spreadsheets, chat groups, calendars and finance exports.

Who is Agency Root for?

Agencies and professional-service companies with five or more employees: marketing, advertising, creative, media buying, PR, production, software and digital, personal branding and content agencies. See who Agency Root is for.

Is Agency Root an HR, accounting or project-management tool?

No. Agency Root is an operating system for the agency as a whole. It is not a payroll engine, a statutory accounting ledger, a full ERP or a full enterprise project-management suite.

Does Agency Root work in Arabic?

Yes. The product supports English and Arabic, with a complete right-to-left layout for Arabic.

Where is Agency Root available?

Egypt is the first market. Saudi Arabia and the United Arab Emirates are planned as the next markets. About Agency Root.

Plans and trial

How is Agency Root priced?

Per company, not per employee seat. You pay for a six-month or annual term and can add or remove employees within your plan's entitlement without per-seat charges. See pricing.

What plans are there?

Three: Agency Root, Agency Growth and Agency Scale. Agency Root covers core operations with basic AI. Agency Growth adds full finance, meeting intelligence and the commercial engine. Agency Scale adds the full set of AI agents.

How many employees can use it?

Agency Root and Agency Growth include up to 50 active employees. Agency Scale has no fixed employee limit, under fair-use terms. Client users do not count as employee seats.

Is there a free trial?

Yes. The trial lasts 14 days for one admin user, inside the Agency Root app, with sample data so you can explore before importing your own company. Start a 14-day trial.

What happens if we do not renew?

There is a 14-day grace period after a term ends before access is suspended. After cancellation, your data is kept for 30 days so you can export it, and is then deleted.

White-label

What does white-label mean here?

Your agency gets the app under its own name, logo, colors and app icon on iOS, Android and web administration. Employees and clients see your brand. How the white-label app works.

Do we get our branded app during the trial?

No. The trial runs inside the Agency Root app. Your branded app is created after you purchase a plan.

Do we need our own developers?

No. Your branded apps are built from the shared product and maintained centrally, including security updates.

Security and data

Who owns the data?

Your agency owns its business and employee data. You can export it, and you can submit a verified request to delete your account. Security and data ownership.

Can clients see our internal information?

No. Clients see only client-safe information for their own company. Internal notes, salary and cost data, margins and other clients' information are not exposed. How the client workspace works.

AI

How does the AI use our data?

The AI answers from the company data a user is authorized to see, and it is designed to show the sources behind an answer. An agency can turn AI off company-wide. How the AI is controlled.

Can AI agents act without approval?

Human approval is the default for external communication, commercial commitments, price or discount decisions and legal documents. An admin decides how much each agent may do.

Is our data used to train AI models?

No. AI and speech providers are used only under terms that prohibit training on customer data.

Can Agency Root write our meeting minutes?

Yes, in Agency Growth and Agency Scale. It records and transcribes a meeting, then produces a summary, decisions, action items and a minutes document. Meeting intelligence.

More help

Talk to the team, or see how quotations and pricing work in the commercial engine and how people operations work in agency operations.