Use Case
Scale your expertise without scaling your headcount
Conduity lets agencies and consultancies deploy AI agents for each client — with dedicated knowledge bases, isolated memory, and multi-channel delivery. Deliver more work with the same team. Or a smaller one.
The Challenge
The Problem
Agencies and consultancies have a fundamental scaling constraint: your product is your people’s time. Every new client needs onboarding, context, dedicated attention, and deliverables. Growth means hiring, and hiring means overhead, management, and quality control.
- Context-switching between clients eats your team’s productivity. A strategist managing 6 accounts spends more time remembering context than doing actual strategy work.
- Deliverable creation is manual. Every report, proposal, analysis, and recommendation starts from a blank page or a generic template.
- Knowledge doesn’t compound. When you solve a problem for Client A, that insight doesn’t automatically help with Client B — even though the challenge is similar.
- Junior staff can’t leverage senior expertise. Your best consultant’s knowledge lives in their head. New hires take months to reach the same quality level.
- Clients want speed. A deliverable that takes a week to produce loses half its value. The market research you compile on Monday is outdated by Friday.
The agency model rewards efficiency. The faster you can deliver quality work, the more clients you can serve, the better your margins, and the more competitive your pricing.
The Solution
How Conduity Works for Agencies
One workspace, multiple agents
Create a separate agent for each client engagement. Each agent has its own knowledge base (client briefs, brand guidelines, past deliverables), its own memory (client preferences, past decisions, ongoing context), and its own channel configuration.
Client-specific knowledge
Upload each client’s materials to their agent’s knowledge base: brand guidelines and voice/tone docs, previous deliverables and reports, industry research and competitive analyses, strategic plans and quarterly objectives, meeting notes and stakeholder maps. When a team member asks the agent a question about Client X, it draws from Client X’s documents — not Client Y’s.
Deliverable generation
The agent drafts reports, analyses, proposals, and strategic recommendations. It draws from the client’s knowledge base, your team’s past work, and the ongoing conversation context. Your team reviews and refines instead of writing from scratch.
Institutional memory across engagements
Even when team members rotate off an account, the agent retains the full history: every decision, every preference, every piece of feedback. The next person who picks up the account has immediate context — through the agent.
In Practice
Use Case: Digital Marketing Agency
Client onboarding
A new client signs. Your account manager uploads their materials and briefs the agent:
Account Manager
New client: GreenLeaf Foods. They’re a D2C organic food brand, $5M revenue, 50K Instagram followers, 12K email list. They want to increase online sales 40% in Q2. Target audience is health-conscious millennials in urban areas. Their brand voice is warm, approachable, slightly playful. I’m uploading their brand guide, last year’s campaign performance report, and their competitive landscape doc.
Agent
Got it. I’ve processed all three documents.
Client profile:
- GreenLeaf Foods — D2C organic food brand
- Revenue: $5M, target: 40% growth in Q2 ($7M run rate)
- Channels: Instagram (50K), email (12K), website
- Voice: Warm, approachable, slightly playful
Key insights from documents:
- From the campaign report: Instagram Stories had 3x the engagement of feed posts. Email open rate is 28% (above industry avg of 21%). Their best-performing campaign was the “Farm to Table Fridays” series.
- From the competitive landscape: Main competitors are FreshBox and OrganicDirect. FreshBox is winning on TikTok (GreenLeaf has no TikTok presence). OrganicDirect has a stronger SEO strategy.
Initial strategic observations:
- The TikTok gap is a clear opportunity given their target demo
- Instagram Stories performance suggests they should double down on ephemeral content
- Email list is underleveraged at 12K — list growth + segmentation could drive significant revenue
Want me to draft an initial strategy framework?
The agent absorbed the client’s entire context in minutes. Every future conversation about GreenLeaf builds on this foundation.
Weekly reporting
Friday automation runs for each client agent:
Agent
GreenLeaf Weekly Report — Feb 7
Performance Summary:
- Instagram: +842 followers this week (50,842 total). Top post: “Behind the harvest” reel — 12.4K views, 890 likes, 47 saves.
- Email: 2 campaigns sent. “Valentine’s Gift Guide” — 32% open, 4.2% click. “Weekly Recipe” — 26% open, 3.8% click.
- Website: 14,200 sessions (+8% WoW). Organic traffic up 12%.
Campaign Updates:
- TikTok account launched Tuesday. First 3 posts averaging 2,100 views. Early signals positive.
- “Farm to Table Fridays” content calendar approved, first episode scheduled for next Friday.
Recommendations:
- The Valentine’s Gift Guide email significantly outperformed. Recommend creating a “Seasonal Guide” series as a recurring campaign.
- TikTok early engagement is strong — consider boosting the top post with $50-100 paid promotion to accelerate follower growth.
- Website organic traffic increase correlates with the new blog posts. SEO strategy is working — recommend increasing publishing cadence from 2/week to 3/week.
Your team reviews and sends to the client. The agent wrote 80% of a report that would normally take 2 hours.
Client communication
The client has a question between meetings:
Client (via email)
Hey, quick question — what’s our Instagram engagement rate trending at? And did we decide on the TikTok posting frequency?
Agent (draft response)
Hi Maya,
Instagram engagement rate is trending at 4.2% over the last 30 days, up from 3.6% last month. The increase is largely driven by the Reels content — those are averaging 5.8% engagement vs. 2.9% for static posts.
For TikTok, we discussed posting 3x/week during the launch phase (first 4 weeks) and then evaluating frequency based on performance. We’re in week 1 and the initial engagement looks promising. I’d recommend sticking with 3x/week for now and revisiting at the end of February.
Let me know if you’d like a full analytics breakdown before our next call.
The agent drafted a response with specific numbers and referenced a past decision from memory. Your AM reviews, sends, and moves on.
In Practice
Use Case: Management Consultancy
Research and analysis
A consulting engagement requires industry analysis:
Consultant
I need a competitive analysis framework for our client’s market entry into the European fintech space. They’re a US payments company expanding to Germany and UK. Key competitors are Klarna, Revolut, and N26. Use our consulting frameworks from the knowledge base.
Agent
European Fintech Market Entry — Competitive Analysis
Using the Modified Porter’s Five Forces framework from your consulting playbook:
1. Competitive Rivalry (High)
- Klarna: Dominant in BNPL, 150M users globally, strong presence in Germany and UK
- Revolut: 35M users, full banking license in UK, expanding lending products
- N26: German-based neobank, 8M customers, strong brand in DACH region
2. Threat of New Entrants (Medium)
- Regulatory barriers: PSD2 compliance, BaFin/FCA licensing (6-18 month process)
- Capital requirements: EMI license in UK requires €350K+ initial capital
- However: API-based infrastructure reduces technical barriers
Strategic Recommendations: 1. Enter UK first (English-speaking, familiar regulatory framework, larger fintech market) 2. Partnership strategy over build — consider white-label arrangement with established EU payment processor 3. Differentiate on B2B (Klarna/Revolut focus on consumer — enterprise payments is underserved)
The agent used the consultancy’s own frameworks (from the knowledge base) and generated a structured analysis. A junior consultant can now refine it instead of building it from scratch.
Proposal generation
Pitching a new engagement:
Partner
Draft a proposal for the Meridian Corp engagement. They need supply chain optimization consulting, $2M revenue, manufacturing in Vietnam and Mexico, distribution in US. 12-week engagement. Use our standard proposal template.
Agent
Proposal: Supply Chain Optimization for Meridian Corp
Proposed Approach:
Phase 1: Diagnostic (Weeks 1-3)
- Map current supply chain end-to-end (Vietnam, Mexico, US distribution)
- Identify bottlenecks, cost drivers, and risk points
- Benchmark against industry peers
Phase 2: Strategy (Weeks 4-7)
- Develop optimization scenarios (near-shoring, dual sourcing, inventory strategy)
- Model financial impact of each scenario
- Stakeholder alignment workshops
Phase 3: Implementation Roadmap (Weeks 8-12)
- Detailed implementation plan for selected strategy
- Quick wins identification (30/60/90 day)
- Change management framework
- KPI dashboard design
Investment: $280,000 (based on standard 12-week engagement rate)
The agent knows the firm’s proposal template, pricing model, and engagement structure. First draft in minutes.
The Economics
Agencies typically see these improvements after deploying Conduity:
| Metric | Impact |
|---|---|
| Deliverable creation time | 40–60% reduction (AI drafts, humans refine) |
| Client onboarding time | 50% faster (agent absorbs context immediately) |
| Accounts per team member | 20–40% increase (less time on reporting, more on strategy) |
| Proposal turnaround | 2–3 days → same day |
| Context-switch overhead | Eliminated (agent retains all client context) |
For a 10-person agency billing $150/hour, saving 2 hours per person per day is $3,000/day in recovered capacity — either serving more clients or delivering higher-quality work.
Setup for Multi-Client Operations
One Conduity workspace per agency. Create one agent per client:
| Agent | Knowledge Base | Channel | Purpose |
|---|---|---|---|
| GreenLeaf Agent | Brand guide, campaign data, briefs | Web + Slack | Client strategy + reporting |
| Meridian Agent | Engagement brief, industry research | Web | Consulting deliverables |
| TechStart Agent | Product docs, competitive analysis | Web + Email | Startup advisory support |
Cost Optimization
Agencies sending high message volumes should consider BYOK ($39/month) instead of Team ($79/month). You bring your own Anthropic or OpenAI API keys and pay for compute directly. For high-volume usage, this is typically 30–50% cheaper than the Team plan’s included messages.
All team members access all agents (or restrict by team — your strategists see client agents, your ops team sees the internal agent). One subscription covers the whole agency.
Serve more clients without burning out your team
Create your first client agent in under 10 minutes. Free plan includes 1 agent.
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