Changelog

Follow up on the latest improvements and updates.

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Add a new client, and AgencyAI gets to work in the background: pulling info from their website and business data to build a context profile before you even ask a question.
You're not locked into what it finds, either. Add your own context or edit anything that was added automatically. Take advantage of this to add anything you want AI to know about your client so it can be more informed.
You'll find your client's details within their Data section.
Client Context
Note: This only runs on new clients for now. We're working on bringing existing clients into the fold, so stay tuned.
Site Audit data is now available in the Semrush integration. Your client's site's crawl health now shows up right alongside the rest of your their reporting.
What's new:
  • Overall Site Health score
  • AI Search Health score
  • Breakdown of crawled pages by status
  • The six thematic scores Semrush grades on
  • Specific issues affecting your pages, with a click-through to exactly which pages each one hits
Semrush Site Audit
Click
here
to learn more about connecting Semrush as a data source in AgencyAnalytics.
Your Ahrefs data now covers five new areas in AgencyAnalytics.
  • Site Explorer
    covers organic rankings and domain strength, plus rebuilt backlinks, referring domains, and anchors pages
  • Keyword Explorer
    brings in your saved keyword list metrics
  • AI Visibility
    shows how you're showing up in AI answers and citations
  • Rank Tracker
    adds keyword position tracking with SERP context
  • Site Audit
    surfaces crawl health and site issues
Together, that's a full view of search performance, from AI visibility to technical site health, all without leaving AgencyAnalytics to check Ahrefs directly.
Note:
to begin pulling Keyword Explorer and AI Visibility data, you'll need to update your Ahrefs data source settings, add your relevant IDs, and set your row limit.
Edit Settings
Click
here
to learn more about connecting Ahrefs as a data source in AgencyAnalytics.
Now you can
track historical prompts and their results, right in AI Tracker
. Compare AI responses to see exactly how they've shifted over time, then pinpoint the moment a client started (or stopped) getting mentioned and cited.
That's the proof clients ask for. Now you can show them the before and after, tie it to the optimization work behind it, and demonstrate the impact in black and white.
AI Tracker Historic Prompts
More updates coming soon to AI Tracker!
Click
here
to read more about AI Tracker and learn how to start your free 14-day trial.
Report on your MailerLite email campaigns right alongside every other channel in AgencyAnalytics.
Add it as a data source to pull in metrics like:
  • Campaign performance: opens, clicks, and click-to-open rate for every campaign
  • List health: bounces, spam complaints, and unsubscribe rates
  • Subscriber intel: subscriber counts and engagement by location
Build dashboards with it, add it to Custom Metrics, and report on email performance the same way you already report on everything else.
MailerLite reporting
Click
here
to learn more about connecting MailerLite as a data source in AgencyAnalytics.
You can now schedule an AgencyAI request to run on its own, daily, weekly, or as a one-time job, and the result lands right in that client's conversation history.
Head to AgencyAI → Schedules → Add schedule. Name it, set the cadence and time, write the request, and save. From there, it runs without you.
Try it for:
  • A Monday morning client summary, ready with your coffee
  • A pre-meeting brief
  • A weekly check on at-risk accounts
  • Any request you find yourself typing over and over
You'll still open AgencyAI. You just won't have to ask it the same question twice, the answer will already be there.
Scheduling
Click
here
to learn more about scheduling your AgencyAI prompts to run automatically.
You can now filter your custom metrics and KPIs with advanced options, including
contains
,
does not contain
, and
regex matching
. Use these to zero in on exactly the numbers you need.
How it works
  • Open the custom metric or KPI you want to filter
  • Select your filter condition:
    contains, does not contain, or regex match
  • Enter your filter value and apply it
Your data updates to show only what matches.
Regex matching is available for anyone who needs more precise, pattern-based filtering, such as isolating a specific naming convention or campaign structure.
Advanced Filtering
Click
here
to learn more about advanced filtering in AgencyAnalytics.
Client tagging gives you a more flexible way to organize and filter your client list.
  • Create custom tags that makes sense for your agency
  • Apply tags to clients directly from the client list one at a time or in bulk
  • Filter your client list easily by tags
  • Manage your full tag library from Account Settings
Add client tagg
Note:
You can use tags alongside your existing groups and folders without changing a thing about how you're already organized.
Every report now has a Shares tab that shows your full sharing history in one place including emails, scheduled emails, links, and PDF downloads.
Users can filter by share type, sort by any column, and take quick actions like resending an email or copying a link, right from the table.
AgencyAI now comes with skills, ready-made prompts and custom ones you build yourself, so you get straight to the answer instead of writing the question from scratch every time.
Premade skills
Built from real customer feedback, these are ready to go the moment you open AgencyAI. Just click one and it runs.
It depends on what you're doing. Looking across all your clients? Find at-risk accounts, celebrate wins, or research a prospect. Looking at one client? Prepare your meeting notes, run a health check, spot keyword opportunities, investigate a metric change, or draft a client update email.
AA Skills
Custom skills
Got a task you ask AI to do the same way every time? Turn it into a custom skill: the exact instructions AgencyAI should follow, saved so you're not re-explaining. Build as many as you need.
Use one to always highlight a specific metric, analyze performance a certain way, or write in your agency's own language.
Each custom skill is yours by default. Share it with your account's admins and staff if the whole team should use it, and any edits you make apply the next time it runs.
Custom Skill
Click
here
to learn more about using and creating skills in AgencyAI.
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