Herald

For agencies

Everything the client told you, for everyone on the account.

Give each client a workspace: their voice, audience, products, past work and what they've signed off. Every AI tool your team uses reads from it.

New hires, freelancers and whoever covers the account next week start from what the client already told you, not a blank prompt.

Start a workspaceFree during early access.

A new account manager's agent in ChatGPT calls

get_context(“

Client: Kestrel Coffee

12 sections, 5,560 tokens

Rules, always included

  • Only make claims from the Legal page.
  • Say “everyday”, never “cheap” or “budget”.
  • It's “Kestrel”, never “Kestrel Coffee Co.”
  • AccountScope of work and contacts410
  • What they've signed off before520
  • BrandVoice and tone380
  • Photography and packaging notes290
  • AudienceSubscribers vs one-off buyers610
  • ProductsCurrent roasts and tasting notes740
  • Subscription offer terms330
  • CompetitorsWho they sit next to on the shelf520
  • Past workCampaigns that worked680
  • Feedback from the last round450
  • CalendarLaunches and blackout dates270
  • LegalClaims their lawyers cleared240

Client knowledge lives in a few heads

  • The account lead knows what the client hates, and nobody else does
  • A brand guidelines PDF from three years ago in a shared Drive
  • Feedback from the last round buried in a Slack thread
  • New hires and freelancers learning the account by getting it wrong
  • Everyone's own ChatGPT project per client, each a little out of date

With Herald

A shared context layer per client. Anyone on the account (or their agent) can write to it, and anything can read it. Each task gets the parts of the brief that matter, with the client's rules on top.

When the client changes their mind, update the page once. The copywriter, the designer and the freelancer you hired last week all get the new version on their next request.

A workspace per client

Every client has its own voice, its own banned words and its own idea of what's been approved. Keeping them in separate workspaces keeps them from bleeding into each other.

Kept apart
Each client gets its own workspace. An agent working on one client never pulls another client's material into the draft.
Their rules, every time
Words they never use and claims their lawyers cleared go out with every request for that client, whoever is asking.
Their files, as sent
Import the brand guidelines, decks and spreadsheets they gave you. Agents can fetch the original file when they need it.

From kickoff deck to a brief the whole agency uses

  1. 1

    Onboard the client

    Create a workspace and import what they sent: brand guidelines, the brief, past campaigns, product sheets.

  2. 2

    Give the account an owner

    Make the account lead the owner of the client's pages, so one person keeps the brief current.

  3. 3

    Staff the account

    Your team signs in and sees the clients they work on. Freelancers get a key to one client's workspace.

  4. 4

    Feed back what you learn

    After a status call, an agent adds the client's feedback as a draft. The account lead publishes what's right.

Everyone on the account, and only them

Accounts change hands and freelancers come and go. Access follows the client, so people see the accounts they work on and nothing else.

Your team
Sign in from Claude, ChatGPT or Cursor and see only the clients they've been given. Their agent picks the client by name.
Freelancers
A key to one client's workspace, read-only unless you allow edits. Revoke it when the project ends.
The client
Invite someone on their side to their workspace only, to read it or keep it current themselves.
Your own notes
Keep private notes on an account that only you can see, next to the brief everyone shares.

Hand off an account without a handover doc

The brief is the handover. When someone leaves the account, take their access away and give it to the next person. What they learned stays in the workspace.

Revoke in one click
Access ends on the next request. Every key shows when it was last used.
Every request logged
See which tasks came in for each client and what context went out.
Changes land as drafts
Nothing an agent writes reaches anyone else until you publish it.
Review and undo
Every agent edit is listed under Activity. Publish what's right, undo the rest.

Brief the client once. Everyone on the account works from it.

Start a workspaceFree during early access. No credit card.