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Documentation

Agency Hero Documentation

Browse our product documentation, FAQ coverage, and launch checklists. Start with Getting Started to set up your account, or use search to jump directly to a topic.

Calendar, Meetings and Bots

Workspaces

Workspaces are the heart of Agency Hero. Learn how to create and manage client, deal, team, and ops workspaces — and how context accumulates to make your AI agents smarter over time.

AI Agents & Chat

Work alongside AI agents that know your clients, your history, and your workflows. Ask questions, delegate tasks, generate content, and get answers grounded in your workspace context.

Meeting Intelligence

Automatically capture, transcribe, and analyze every client meeting. Extract decisions, action items, risks, and questions — then route them to the right workspace with zero manual effort.