AI Agents That Work for Your Agency
Deploy intelligent agents that handle customer service, generate documents, automate workflows, and scale your operations — all within your workspace.
What AI Agents Can Do
Pre-built agent types and custom automation for every business need.
Customer Service
AI chatbot and voice agents that handle inquiries across web, phone, SMS, and WhatsApp — with smart escalation to your team.
Document Generation
Auto-generate proposals, contracts, invoices, and reports from your data with intelligent formatting and brand consistency.
Workflow Automation
40+ actions that agents can take autonomously — from updating CRM records to scheduling meetings and sending notifications.
Custom Agents
Build your own agents with natural language. Describe what you need, and ClientsPlace configures the agent for you.
Create AI Agent
Description
Built for Enterprise Confidence
Every agent run is logged, auditable, and reversible. Your data stays private.
Configurable Permissions
Control exactly what each agent can access and do — scoped to specific workspaces, clients, and data types.
Reversible Actions
Every agent action is logged with full audit trail. Undo any change with version history.
Your Data Stays Private
AI processing happens within your workspace boundary. Enterprise customers get zero data retention.
Prompt Injection Protection
Built-in guardrails detect and block prompt injection attempts in uploaded files and external content.
Granular Access Control
Creators configure exactly what each agent can see and do — scoped by workspace, client, and data type.
Admin Controls
Workspace admins manage who can create agents, set spending limits, and monitor all agent activity.
SOC 2 Type 2
Secure development practices validated by SOC 2 and ISO certifications.
ISO 27001
Information security management system certified to international standards.
GDPR Compliant
Full data subject rights, erasure on request, and data portability.
CCPA Compliant
California Consumer Privacy Act compliant with zero data retention option.
Start Automating with AI Agents
Thousands of service businesses trust ClientsPlace AI agents to handle repetitive work and scale operations.
Start Using AI Agents