# AgencyTitan

> AgencyTitan is the operations platform for agencies: client management, repeatable processes and tasks, support tickets with SLAs, SOPs, team training, time tracking, billing, and an AI assistant, all in one system.

## Legal

- [Privacy Policy](https://www.agencytitan.com/privacy.md): AgencyTitan privacy policy, including Google API Limited Use commitments and cookie/analytics sharing disclosures.
- [Terms of Service](https://www.agencytitan.com/terms.md): AgencyTitan terms of service for the website and platform.

## Docs

Prefer the Markdown and OpenAPI links if you cannot execute JavaScript or the interactive /docs/ page is blocked.

- [API Reference Markdown](https://www.agencytitan.com/docs.md): Machine-readable introduction and API reference links.
- [Full API Markdown](https://api.agencytitan.com/v1/llms.txt): Complete API reference optimized for language models.
- [OpenAPI JSON](https://api.agencytitan.com/v1/openapi.json): Complete OpenAPI document for the public REST API.
- [Interactive API Reference](https://www.agencytitan.com/docs/): Browser UI for the AgencyTitan public REST API.

- [AgencyTitan Help Center](https://www.agencytitan.com/help/): Search AgencyTitan Help, browse operator guides and developer references, read the changelog, or submit a support ticket.
- [Submit a ticket](https://www.agencytitan.com/help/submit-a-ticket/): Send a question or report a problem to the AgencyTitan team. Signed-in operators file a ticket under their agency.
- [API Quickstart](https://www.agencytitan.com/help/getting-started/api-quickstart/): Authenticate to the AgencyTitan REST API and handle its standard response envelopes, pagination, errors, permissions, and rate limits.
- [Core Concepts](https://www.agencytitan.com/help/getting-started/core-concepts/): Learn the AgencyTitan product model: workspace, clients, tasks, tickets, escalations, chat, SOPs, training, views, automations, programs, and settings.
- [Invite your team](https://www.agencytitan.com/help/getting-started/invite-your-team/): Invite agency teammates from Users so they can sign in to the agency app. This is not a client portal invite.
- [Set up departments and levels](https://www.agencytitan.com/help/getting-started/set-up-departments-and-levels/): Create departments, add levels, and grant permissions so Members get the right access before you invite the team.
- [Welcome to AgencyTitan](https://www.agencytitan.com/help/getting-started/welcome/): Sign in, find the main areas of the agency app, and choose a first-week path.
- [My Day overview](https://www.agencytitan.com/help/my-day/overview/): Understand My Day, Today's List, Overflow, triage, and Timeline so you can plan and work assigned items for today.
- [Work your day](https://www.agencytitan.com/help/my-day/work-your-day/): Start the next My Day item, reorder Today's List, promote Overflow, snooze work, and review Timeline.
- [Escalations overview](https://www.agencytitan.com/help/escalations/overview/): Understand Escalations, how they differ from tickets and tasks, and how the inbox, statuses, and linked records fit together.
- [Work an escalation](https://www.agencytitan.com/help/escalations/work-an-escalation/): Find an escalation, acknowledge or close it, add people, comment, and open the linked ticket or task.
- [Chat overview](https://www.agencytitan.com/help/chat/overview/): Understand Chat, conversation types, and how internal messages differ from tickets and the client portal.
- [Start a conversation](https://www.agencytitan.com/help/chat/start-a-conversation/): Open Chat, start a direct message or named channel, send a message, and pin or watch a conversation.
- [Find a client's tasks and tickets](https://www.agencytitan.com/help/clients/client-linked-work/): Open the Tasks and Tickets views on a client record, understand what appears there, and continue work in the main task or ticket area.
- [Work with client notes and folders](https://www.agencytitan.com/help/clients/client-notes-and-folders/): Create rich-text notes on a client record, find important notes, and organize them with folders, pins, favorites, types, tags, and attachments.
- [Client portal](https://www.agencytitan.com/help/clients/client-portal/): Understand how the signed-in client portal gives external contacts access to shared client work, tickets, billing history, and account areas.
- [Add a program to a client](https://www.agencytitan.com/help/clients/client-programs/): Subscribe a client to a published program and review the visible billing, date, task pick-up, one-time task, and backfill choices before saving.
- [Create a client](https://www.agencytitan.com/help/clients/create-a-client/): Add a client record from the Clients list using Client Name, Client Profile, and any agency-required fields.
- [Create custom client fields](https://www.agencytitan.com/help/clients/create-custom-client-fields/): Add custom fields on Client Fields so client records can store the data your agency needs, then place them on a Client Profile layout.
- [Delete a client](https://www.agencytitan.com/help/clients/delete-a-client/): Remove a client from normal Clients lists with typed DELETE confirmation. Delete one client from the record page or several from the Clients list.
- [Find and organize clients](https://www.agencytitan.com/help/clients/find-and-organize-clients/): Search and filter clients on the Clients list, customize columns, sort results, pin important accounts, and switch list layouts.
- [Invite a client portal user](https://www.agencytitan.com/help/clients/invite-a-client-portal-user/): Invite a client contact to the client portal so they can sign in and access this client's workspace. Send a client portal invite from the Client Portal Users page.
- [Clients overview](https://www.agencytitan.com/help/clients/overview/): Understand the Clients list, client record anatomy, Client Profile templates, Info Sheets, notes, programs, tasks, and tickets.
- [Update a client](https://www.agencytitan.com/help/clients/update-a-client/): Edit client details on the Info Sheet and Client Settings, change status and priority from the list, update branding and slug, and reassign the Client Profile template.
- [Assign and update a ticket](https://www.agencytitan.com/help/tickets/assign-and-update-a-ticket/): Change ticket status, priority, assignees, client, department, tags, privacy, and inbox from the ticket view.
- [Create intake routing rules](https://www.agencytitan.com/help/tickets/create-intake-routing-rules/): Route brand-new email tickets by sender, subject, known-client match, and arrival inbox using ordered ticket intake rules.
- [Create reply templates](https://www.agencytitan.com/help/tickets/create-reply-templates/): Create shared ticket reply templates with formatted content and shortcodes, then insert active templates from the ticket composer.
- [Find and work tickets](https://www.agencytitan.com/help/tickets/find-and-work-tickets/): Use inboxes, quick filters, statuses, departments, client filters, and search to find and open tickets in the Tickets inbox.
- [Tickets overview](https://www.agencytitan.com/help/tickets/overview/): How the Tickets inbox, ticket conversations, assignment, statuses, inboxes, routing rules, and reply templates fit together.
- [Reply to a ticket](https://www.agencytitan.com/help/tickets/reply-to-a-ticket/): Send a customer reply from the ticket composer, add recipients and attachments, use a template, or leave an internal note.
- [Set up a ticket inbox](https://www.agencytitan.com/help/tickets/set-up-a-ticket-inbox/): Connect an email or SMS channel in ticket settings and configure visibility, defaults, inbound behavior, and outbound behavior.
- [SOPs and training overview](https://www.agencytitan.com/help/knowledge/overview/): Understand SOPs and Trainings, how published procedures differ from courses, and where daily reading stays versus Settings authoring.
- [Use SOPs and training](https://www.agencytitan.com/help/knowledge/use-sops-and-training/): Find a published SOP, open a course, start or continue a lesson, and know when Settings is required.
- [Bulk operations](https://www.agencytitan.com/help/guides/bulk-operations/): Update as many as 100 clients, tasks, or tickets per request with per-item results, partial success, and the same rules as each single-resource write.
- [Configure Field Layouts and Global Code](https://www.agencytitan.com/help/guides/field-layout-templates/): Create field display templates, control where they apply, and publish workspace CSS with safe previews and version history.
- [Files and attachments](https://www.agencytitan.com/help/guides/files-and-attachments/): List attachment metadata, inspect one attachment, and issue short-lived download URLs without exposing storage paths.
- [Working with tasks and tickets](https://www.agencytitan.com/help/guides/working-with-tasks-and-tickets/): List and update tasks, move tasks between stages, read ticket conversations, create and assign tickets, and understand operations that are still rolling out.
- [Frequently Asked Questions](https://www.agencytitan.com/help/faq/): Quick answers about agencies, clients, tasks, tickets, views, automations, the AI assistant, billing, and support.
- [Changelog](https://www.agencytitan.com/help/changelog/): Customer-facing AgencyTitan product updates: new features and major improvements, published daily when something impactful ships.
- [Add actions and steps](https://www.agencytitan.com/help/automations/add-actions-and-steps/): Add and configure actions, connect nodes in execution order, and use control-flow and utility steps in the automation builder.
- [Common automation recipes](https://www.agencytitan.com/help/automations/common-recipes/): Build a task-stage notification and a weekday scheduled reminder with the triggers and actions available in AgencyTitan.
- [Create an automation](https://www.agencytitan.com/help/automations/create-an-automation/): Create an automation draft, choose from the triggers available in the builder, and add field or related-record conditions.
- [Automations overview](https://www.agencytitan.com/help/automations/overview/): Understand where automations live, how triggers and connected steps work, and how draft, published, active, and inactive states differ.
- [Publish and manage automations](https://www.agencytitan.com/help/automations/publish-and-manage/): Publish and activate an automation, edit a live version safely, restore an older version as a draft, duplicate, organize, or delete.
- [Troubleshoot automations](https://www.agencytitan.com/help/automations/troubleshoot-automations/): Diagnose validation issues, missing runs, inactive automations, and failed steps using the builder and Activity execution details.
- [View automation run history](https://www.agencytitan.com/help/automations/view-run-history/): Use the Activity tab to filter automation runs, open an execution timeline, inspect step errors, copy identifiers, and re-run safely.
- [Agency settings](https://www.agencytitan.com/help/settings/agency-settings/): Update agency identity and branding, and understand how users, roles, departments, and department-level permissions work together.
- [Notification and personal settings](https://www.agencytitan.com/help/settings/notifications-and-personal-settings/): Configure agency-wide email and in-app notification defaults, review the notification center, and use personal agency and availability controls.
- [Settings overview](https://www.agencytitan.com/help/settings/overview/): Find AgencyTitan settings and understand how agency, ticket, process, notification, and personal controls fit together.
- [Process settings](https://www.agencytitan.com/help/settings/process-settings/): Find process definitions and understand stages, statuses, fields, task naming, pinning, and sidebar configuration at a high level.
- [Ticket settings](https://www.agencytitan.com/help/settings/ticket-settings/): Understand general ticket configuration for statuses, tags, priorities, SLA defaults, and lifecycle behavior, then continue to focused setup guides.
- [Create a task](https://www.agencytitan.com/help/tasks/create-a-task/): Create a task from the Tasks view by choosing a process type, completing required fields, and assigning its current stage.
- [Find tasks](https://www.agencytitan.com/help/tasks/find-tasks/): Use Tasks queues, process views, search, stage and assignee filters, tables, and boards to find work.
- [Link tasks to tickets](https://www.agencytitan.com/help/tasks/link-tasks-to-tickets/): Link a task to an existing or new ticket, open either record from the other, and unlink the relationship.
- [Tasks & processes overview](https://www.agencytitan.com/help/tasks/overview/): Understand how task types, process definitions, stages, fields, layouts, assignments, and tasks fit together.
- [Task fields and layouts](https://www.agencytitan.com/help/tasks/task-fields-and-layouts/): Understand where task field values are stored, where fields appear, and how to edit task and stage information.
- [Work a task](https://www.agencytitan.com/help/tasks/work-a-task/): Work the current stage, update task details, complete required fields, and move a task through its configured stages.
- [Configure charts and metrics](https://www.agencytitan.com/help/views/configure-charts-and-metrics/): Add chart series, grouping, sorting, filters, and metric calculations to build a useful AgencyTitan dashboard.
- [Configure Kanban and calendar views](https://www.agencytitan.com/help/views/configure-kanban-and-calendar-views/): Configure Kanban grouping, cards, behavior, filters, and calendar data sources, date fields, and default display.
- [Create a view](https://www.agencytitan.com/help/views/create-a-view/): Choose a global, client, or process scope, create the view, and add table, Kanban, calendar, chart, or metric blocks in the builder.
- [Filter and sort view data](https://www.agencytitan.com/help/views/filter-and-sort-view-data/): Configure per-widget filters, condition groups, sorting, limits, and view-level date filtering in a dashboard.
- [Manage views](https://www.agencytitan.com/help/views/manage-views/): Rename, duplicate, organize, change visibility, and delete AgencyTitan views from settings.
- [Views and dashboards overview](https://www.agencytitan.com/help/views/overview/): Understand how AgencyTitan views combine tables, Kanban boards, calendars, charts, and metrics into scoped dashboards and work surfaces.