Agentcy Core

Agentcy Core brings client context, named agents, and accountable follow-through into the agency’s working day.

It is a work platform for agencies, built around a Supervisor for each client account, an Art Director for that account’s words and pages, and a Chief of Staff for the agency. It combines document reading, reviewed knowledge, a conversational Desk, a meeting mole that records and recaps the call, supported connected actions, and Standing Orders that run unattended — with permissions and records around consequential work.

A cream ledger book on grape linen, tied with a gold ribbon.
Not a chatbot with a client name. A named seat on one account, working from a record you can inspect.

The account knows things. The tools do not.

Client context lives in one person’s head, one thread, and a folder nobody has opened since the pitch. Generic assistants restart from zero every session, so the agency pays for the briefing twice. Five things change first.

01
Context before repetition

Give the team a usable account record, not another place to restart the brief.

02
Help now, curate for later

Discuss the document in front of you while governing what becomes durable knowledge.

03
Action with evidence

Distinguish a draft, a proposal, and a completed action.

04
Follow-up that exists

Put the next step into a supported task or timer rather than leaving it as a promise.

05
Human judgment where it matters

Let agents do authorized work on a record you can check, while people keep the client relationships.

Named roles with jobs, not assistants with personalities.

Role

Account Supervisor

A named seat on one Account. It works from that Account’s reviewed knowledge and the agency’s shared knowledge, under a compiled role doctrine that names every capability it holds. It can also search the public web and news and read a public page, with citations. It never retrieves another Account’s facts. It holds a marketing repertoire of methods. A method is not permission to publish, send, spend, or book.

Role

Chief of Staff

The agency-level seat. It seats a Supervisor and an Art Director when you name the Account, one of each. A second ask returns the seat already there. It dispatches work across them and inspects session status. It reads across Accounts — it searches every Account’s reviewed facts and can read any Account’s meeting records — and it cannot make a fact live in any Book.

Role

Art Director

A named seat on one Account. You seat it by asking the Chief of Staff and naming the Account. It writes and designs from that Account’s corpus, and files every draft for a person to review, with the judge’s receipt on the draft. It holds design methods. A method is not permission to publish, send, or post. It can generate an image. The platform pays for that generation, and placing the file is a separate act. It does not send, publish, host, or write from an empty corpus. It does not see another Account, and it does not make a fact live. A page is a file you download.

The Desk

The conversational surface where sessions happen. Slack is an outbound destination for supported messages and configured nudges, not the place the work is done.

The Book

Reviewed account knowledge. Alongside it, the Review Queue holds facts staged for a human decision, and the Audit View holds the record of what was decided and produced.

Tearsheets

HTML work served and shared in the browser. A page a seat composes renders in the Account’s brand profile — palette, fonts, logo, tagline — or in the house brand an Admin set, if the Account has none. An Account’s own fields win. A recapped call can be made into a tearsheet from the Desk by an Editor. Its provenance — the facts it drew on and the Gate’s verdicts — stays on its record in the workspace; a shared link shows the page, not the receipts. Link creation is gated; links expire, can be revoked, and can carry a password. Revocation stops future access — it cannot erase a copy someone already made. From a tearsheet, Send on the inspect card briefs the Art Director on that Account with the element you captured and the instruction you typed. It does not brief the Supervisor. A designed page can be downloaded as a file. The platform does not host it, deploy it, or publish a URL for it.

Recall

The calls the meeting bot sat in for you: the title, when, which Account it sits on, and where the transcript went — into that Account’s review queue as facts, and to the seat that sent the bot as a recap. A call that matched no Account is never guessed at by a model. Filing one by hand takes an Admin, for calls they sent, onto an Account or onto Agency. Agency is the agency book, for partners and vendors. It is not a client, and it is not a guess.

Standing Orders

Recurring work an Admin approves once, acting for a named person: a check that runs on a schedule and only wakes a seat when there is something to see, or a turn that runs on its own. The schedule is a small enum read back in plain English, never a cron line.

The Daily brief

Each morning at nine, the agency’s own time, the Chief of Staff writes the day’s brief from the agency’s live record and proposes it like any other draft: gated, then decided with Approve or Reject on the front page. The format does not accept an uncited claim, and a morning where a source refuses still produces a brief that names the gap rather than staying silent.

Pulse

News about one Account: the Account itself, up to three competitors, up to three platforms, and up to two topics. Opening the page reads cards already saved. It does not search, and a card is not a fact and does not enter the Book. An Editor names the list and runs the search. A daily Standing Order, proposed once by the Chief of Staff, searches at 8:00 Pacific for each Account that has a list. An empty list is not searched. Pausing the order is the off switch.

Learned lessons

Seats propose, people ratify. What a failed connected-app call taught is recorded with the receipt it was learned from, and what a seat learns about doing its role well can be proposed as craft shared with every seat holding that role — neither changes behaviour until a person adopts it in Admin. An adopted lesson is advice, never a wall: what is actually connected is re-read live on every call, and a person asking again outranks a remembered refusal.

Suggestions

Cards the seats raise: one observation, why it matters now, and a suggested action, with the evidence attached. An Editor applies or dismisses a card, or hands it back to the seat, which does the work and writes the outcome onto the card.

Playbooks and Tickets

Playbooks are procedures a person authors and versions in Admin; a seat runs the version it was handed and says so. Tickets are what a seat files when a capability is missing or a service refused — deduplicated, kept on your own instance rather than sent anywhere, and answered by a person in Admin.

The Guide

A question in the top bar, answered from the written pages, or it says the guide does not cover that. It is not a seat, and it is not the Desk.

Overview and Accounts

The workspace ledger: what is waiting on you, what was filed, which facts have gone stale, which sessions are open. Accounts are client records inside your agency’s tenant. They are not client logins, and there is no shipped client portal.

Reading a document is not the same as believing it.

A Supervisor can read the document in front of it and quote the passage with a locator, without any of that becoming durable knowledge. Facts extracted for an Account are staged and reviewed by a person before they enter live retrieval. Helping now and changing the record are two different acts, and only one of them needs your signature.

Formats

PDF, DOCX, PPTX, XLSX, Markdown, plain text, VTT transcripts, images, files pulled from Google Drive or Box, attachments from the person’s Gmail — which a Supervisor can file into the Book for review — and the transcript of a recorded meeting, read with source locators, so a passage can be traced to a page, a slide, a section, or the stretch of a transcript where the speaker is named. Superhuman docs, Canva designs, and Notion pages the person has shared with the integration can be read in a conversation as working material; they are not filed into the Book.

Scanned pages and images

A vision path transcribes image-only PDFs that are uploaded, attached on the Desk, or filed into the Book. It runs as a fallback, only when a file yields no extractable text; a seat’s first look at a scanned file does not use it. A loose image reads as a one-page scan, and a diagram with no words on it — a flow sketch, a floor plan — can have its described interpretation staged for review, marked as an interpretation rather than a transcription.

Limits

25 MB per file. A document over 300 pages has to be split before it can be filed into the Book; a seat can still read a longer document in the conversation up to a bounded length, and the reading says where it stops.

Promotion

Extracted Account facts enter staging, then a human review decision, and only then live retrieval. Rejection is a normal outcome and is recorded.

Near-duplicates and corrections

A critic scores every staged fact and names the keeper in a cluster of near-duplicates; the rest retire with it on one click. A live fact leaves the Book only by a recorded retraction or by naming the fact that replaces it.

Working material is not a privacy boundary: attachment text and tool readings can persist in durable session transcripts.

The named operations an agent can use in your systems.

Integrations are usually sold by the number. What matters on a Tuesday is which operation runs, under whose identity, and where it stops. Every path below is implemented, and every one is conditional on the connection being configured, the person being authorized, and the seat being permitted to use it.

Beyond these, the Account Supervisor and the Chief of Staff can look through an app the person has connected and run a tool it publishes, including tools that send or delete. Those calls run under the person’s connection without an approval card and are recorded, not gated. The Art Director can look through a connected app only for tools marked read. It cannot send. Whether a seat keeps that door is settled before anything connects.

Implemented paths — edition v3
Service Supported work Where it stops
Meetings Paste a Meet, Zoom, or Teams link on the Desk and a bot named Agentcy Core joins, records, and returns a speaker-attributed transcript. The transcript is staged as facts under the Account for review, and a recap, written from your agency’s own meeting-recap Playbook, is handed to the seat that sent the bot. An Editor can also Listen from the Desk: this device’s microphone, with the call on speaker. Stop saves what it heard, and the same stage and recap path takes it. Sending the bot takes an Editor. The recap’s follow-up tasks and email reach a person’s task list or email drafts only with that person’s yes; nothing is on by default, and the email is never sent. A call that matches no Account stages nothing until it is filed; filing one by hand takes an Admin, for calls they sent, onto an Account or onto Agency. A phone cannot record its own call, so Listen takes a second device.
Google Drive Find and read documents; file an original; create a text file, a folder, or a blank file; replace file content; read and create comments; place a file held by an https link. Replacing content is a whole-file overwrite, not an append or a patch. Placing a linked file fetches the bytes and uploads them. Drive only.
Box Find and read files; edit an existing workbook or document by running the seat’s own Python against the live file and writing a new version; create a new document in a folder. A version is written only after the lock, upload permission and the version you read are checked, with the lock and version checked again just before the write; a stale read is refused, not overwritten.
Google Docs, Sheets, Slides Write into a document, a sheet, or a deck the person can already reach. Execute-class: gated and recorded. Sheets and decks on this path are Account Supervisor only. The Art Director can place a Google Doc by title. Rewriting a Google Doc replaces the whole document. Not a template engine.
Gamma Render the same markdown the seat writes for a deck, in the connected person’s Gamma workspace. The words are preserved rather than rewritten. Account Supervisor only. Rendering spends the person’s Gamma credits, so it is a separate permission from a free deck. The person pastes their own key at Admin → Connections. The answer reports what was spent. A pdf or pptx export link is public for about a week and is not tied to the key. Not a Google deck.
Gmail Create an unsent draft; list drafts by subject; search the person’s mail and read a message or an attachment. The named Gmail operations never send. Only the Account Supervisor searches or reads mail. Draft bodies are not listed.
Outlook Create an unsent draft; search the person’s mail and read a message; read calendar events; list calendars. Specific operations, not a complete Microsoft 365 integration. Outlook events are read, not created, and only from the default calendar. Outlook attachments cannot be opened.
Google Calendar Read events; find free slots from busy intervals; create and update an event. Not a scheduling solver. Invitations go out under the person’s identity, so creating an event is execute-class.
Google Tasks, Microsoft To Do Create, read, and update tasks in each. Deleting a list is not offered. It would destroy every task in it.
Asana Create a task in a project the person can reach. Read a project’s own record — its name, notes, and due date. Tasks are created, not read back or changed. Reading a project is not reading the tasks inside it. Creating a project is refused: a project needs a workspace and a team. The connection is a coarse grant over the Asana account; the seat’s permissions are the bound.
Slack Post a message to a Slack channel the seat names, under the person’s own Slack connection and signed with the seat’s and the person’s names; send configured nudges. An outbound destination, not the conversation surface. Nothing checks that a channel is internal.
Microsoft Teams Post a message to a channel, under the person’s own Teams connection and signed with the seat’s and the person’s names. Account Supervisor and Chief of Staff. Top-level channel posts, not replies. The connection is a coarse grant; the seat’s permissions are the bound. Nothing checks that a channel is internal. The Art Director cannot post.
Meetings from the calendar Under a Standing Order the Chief of Staff proposes and an Admin approves once, the bot joins meetings with a Meet, Zoom, or Teams link shortly before they start, on that person’s connected calendar and on any Google calendars they chose to watch. Calls it joins are recapped to the Chief of Staff. The next 48 hours of calls show on the Desk, each with a button to send the bot. It reads only the calendars named for it, never every calendar on the account. Sending from the Desk takes an Editor. Pausing the order is the off switch.
Canva Find and read the person’s designs, including a design read back as pages of text; create a design, copy or resize one, start one from a brand template, upload an image from a web link, or turn a document into an editable design. Canva offers no way to edit what is inside an existing design, so a change is a new copy a person finishes by hand. Making designs is Account Supervisor only. Brand templates and resizing need the matching Canva plan.
Notion Look through the person’s Notion and run a tool that connection publishes, on the pages and databases they shared with the integration. Notion grants access by page, not by scope. A page that was not shared is not visible. The call is recorded and is not an approval card. Reading a page does not file it into the Book.
HubSpot Search and read contacts, deals, meetings and calls, and the owner roster. Create or update a contact by email, stamp properties onto deals by id, or add a custom property. Writes are execute-class: gated and recorded. A note on a contact is not available. Pulls are capped. The grant reaches past the CRM; the seat’s permissions are the bound.
Salesforce Search contacts by name or email. Every other Salesforce tool the connection publishes can be run by looking through the app, and is recorded. The shaped path is the contacts search. A match is fuzzy — confirm the contact by its id before relying on it. Deals, contact updates, and property stamps are the HubSpot path, not this one.
Superhuman Docs Find and read docs, pages, and tables; create and edit docs, pages, and table rows; publish, share, or delete. Connected with the person’s own API token, pasted once and stored encrypted. The token opens the whole account; the seat’s permissions are the only bound. Reads are working material, not filed into the Book. Writing is Account Supervisor only. Publishing, sharing, and deleting are execute-class: gated and recorded.
Miro Find a board by a few words about it; read a board’s items, optionally one type at a time — sticky notes, text, shapes, cards; add items in bulk to a board the person can reach, or add a titled frame. Account Supervisor only. Adding to a board is execute-class: gated and recorded. It adds to boards that already exist — it does not create boards, and it never edits or deletes what is already on one.

A next step is a timer, a task, or a Standing Order — not a promise.

A Supervisor can arm a one-shot timer, list what is armed, and cancel it. When the timer fires it opens a new session carrying its note, so the follow-up arrives as work rather than as a memory. For work that repeats, the Chief of Staff proposes a Standing Order in the person’s own words and an Admin approves it once. What happens next depends on whether a person is in the conversation and what class of action it is.

Person-initiated

Named execute-class operations a person asks for in their own conversation are gated and recorded, and run without a second approval card. You already asked.

Timer-initiated

Named execute-class work raised by a fired timer waits as a proposal until someone approves it on the Desk, unless the person replies in that conversation, which makes it theirs. It surfaces under “Needs you,” with a Slack nudge where that is configured. Changes to a Box file and code runs are refused instead, and a draft email, a task or an invitation needs that person’s yes in Admin → Delivery. Work the Chief of Staff hands to a Supervisor from that conversation does not wait.

Order-initiated

A Standing Order acts for one named person: the person whose conversation it was proposed in or, if there was none, the Admin who approved it. It is approved once, not on every run: named execute-class work in its runs does not wait for a card, while draft emails, tasks and invitations go only where that person has said yes in Admin → Delivery. A check-kind order looks and stays quiet when there is nothing to see — one ledger row, no session, no tokens. Nothing runs as “the agency.” If its seat is retired, the next run fails and the order pauses; when a person leaves, an Admin pauses, reassigns or cancels their orders — that step is not yet automatic.

Class matters

Among the named operations, reading and drafting are not writing. An email draft stays unsent in the drafts folder. A document comment is a real write, made under the identity of the person whose connection was used. The same is not true of tools a seat finds by looking through a connected app.

Timer → approval → task is recorded end to end on a live account, and each step of meeting → transcript → staged facts → recap has run on live accounts. Those are beta proof points, not a service level.

A stone gate set into a long wall, photographed in black and white.
Allowed means the work was not blocked by the checks that are implemented. It is not a verification that every claim in it is true.

Governance that supports the work, described exactly.

The Gate

Deterministic rules run against configured policy and return a versioned verdict. Rules that need a model are not evaluated yet; the Gate lists each one as skipped rather than passing it quietly.

Evidence

Artifact records, retrieval snapshots, review decisions, policy versions, and action receipts are inspectable. That is an operational record. It is not regulatory compliance, insurance eligibility, or an audit attestation.

Tenancy

One instance and one database per agency. Inside it, each Account seat — the Supervisor and the Art Director — is scoped to its Account; people in the agency are not — anyone with a role can see every Account. Seat proofs bind service access to stored identity and account assignment rather than to a scope the model asserts about itself.

Where boundaries end

Account boundaries govern the account record. They do not partition a person’s own connected Drive or calendar, which the person already has access to.

Architecture

A hosted orchestration runtime with durable session and turn storage, tool dispatch, cancellation, budgets, and checkpoint resumption. Adapters exist for Anthropic, OpenAI, Google and xAI; the hosted process runs one selected backend rather than switching models per turn.

Your model, your terms

The conversation model is the agency’s own. Connect a Grok (SuperGrok) subscription from Admin — a short code, approved at xAI on the account that holds the plan, picked up by the running instance within a minute — or store an xAI console key or a Z.ai GLM Coding Plan key, verified against the provider before it is stored and held encrypted under a key that never enters the database. Your plan or your meter pays for your seats’ thinking; platform work keeps its own keys, below.

Model routing

Conversation turns go to the one backend the instance runs. Document intake, scanned pages and meeting recaps use a platform-funded Anthropic lane; the embedding path uses OpenAI; calls are recorded and transcribed by a meeting-recording service; image generation for the Art Director uses a platform key; and most connected-app calls pass through a connector service that holds each person’s app authorizations. “Only your own model provider sees your data” would therefore be untrue, so it is not claimed.

What is built, and what is not.

This is a private-beta system described against a reviewed commit, not a launched product with a customer list. The second column is the more useful one.

Evidence-backed today

  • Seats and orchestration. Account Supervisors, Art Directors, and the Chief of Staff running on the hosted runtime with durable sessions.
  • Reviewed knowledge. Staging, human review, and live retrieval, with freshness on the record.
  • The Desk and intake. Conversational sessions, document reading with locators, and the vision path for scanned pages and images that are uploaded, attached or filed.
  • Supported connected actions. The named operations in the table above, under configured connections.
  • One-shot timers and Standing Orders. Armed, listed, cancelled, fired into a new session; recurring orders proposed by the Chief of Staff and approved once in Admin.
  • The Daily brief. Composed each morning from the agency’s record, gated, and decided on the front page.
  • Pulse. Stored news cards for one Account. A card is not a fact. Opening the page does not search.
  • Meetings. Dispatch from the Desk, Listen from this device’s microphone, a recorded transcript, facts staged under the Account, a recap for the seat that sent the bot, and Recall, where each person sees the calls they sent.
  • Calendar auto-join. A Standing Order sends the bot to calls on a person’s connected calendar.
  • Suggestions and branded Tearsheets. Evidence-backed cards an Editor answers, and seat-composed pages rendered in the Account’s brand profile or the house brand. A page can be downloaded. It is not a site we host.
  • Web research. Supervisors search the public web and news and read public pages, with citations.
  • Bring-your-own model. A Grok subscription connected from Admin — a short code approved at xAI — with the running instance adopting the sign-in in place, run end to end on our own agency’s book.
  • Box and Google Workspace editing. Box workbooks and Word files changed in place as a new Box version, after the lock and the version read are checked again; Google documents, sheets and decks written under the person’s connection, where rewriting a Doc replaces it whole.
  • Administration. Users and roles, connections and watched calendars, each person’s delivery choices, Playbooks, Tickets, Standing Orders, and agency settings such as the time zone, a default staging folder, and the house brand.
  • Policy checks. Deterministic rules and judgment-doctrine tests, plus recorded internal demonstrations.

Not yet, incomplete, or unproven

  • No SOC 2 claim. There is no basis for one, so none is made.
  • No customer traction and no quantified ROI. An external client-book pilot is still ahead.
  • Brand fidelity is not measured. There is no score behind an on-brand claim.
  • Role-agent catalog is narrow. Three roles are implemented: Account Supervisor, Chief of Staff, and Art Director. A broad catalog is not.
  • Model-backed policy rules are not evaluated. The Gate runs its deterministic rules; rules that need a model are listed as skipped.
  • Standing Orders do not stop on their own when a person leaves. An Admin pauses, reassigns or cancels them.
  • Z.ai is verified at connect, not yet at work. The Coding-Plan key door is live and proven against the vendor when a key is stored; no agency book has yet run its seats on GLM.
  • No hosted sites. A page the Art Director designs is a file you download. The platform does not deploy it, host it, or publish a URL for it.
  • Plug-in distribution is limited. Playbooks are authored per tenant; there is no marketplace.
  • No self-serve onboarding, billing, or tenant secrets plane. Setup is done with us.
  • Packaging is proposed, not published. The intent is to price the agency platform and the client book rather than employee seats: onboarding work, a platform base, per-book Supervisors, and a possible compliance add-on. No price list and no billing system exist yet.

A practical private beta.

The useful shape is deliberately small: one agency team, one authorized client account, a bounded document set, and one workflow that repeats often enough to judge. Four things are agreed before anything connects.

  1. Which systems connect. Named connections, with the operations from the table above.
  2. Who reviews durable facts. A named person decides what enters The Book, and rejection is expected.
  3. Which actions may execute. Read, draft, and execute classes are settled up front.
  4. How success is measured. Agreed before the first session, so the result is a finding rather than an impression.

Five workflows are worth testing first: RFP and SOW understanding, brief and status preparation, coordination across a book, follow-through on what was promised, and account continuity when people move on.

Thank you — you are on the list.

Sandbox Group LLC reads every request and replies from a person, to the email you gave. Beta access is arranged directly; nothing connects until the four things above are agreed.

That did not go through.

Nothing was recorded. Check the name, email and agency — the email needs an @ and a domain — and send it again. If it keeps failing, wait a minute; the door takes a bounded number of requests from one address at a time.

Back to the form

Tell us the one workflow you would put it on.

Four fields. We read every request and reply to the address you give; nothing connects until the four things above are agreed.

Beta access is arranged directly with Sandbox Group LLC. Already in? Sign in.