Which Agent Studio mode should I pick?#
Pick the mode that matches the job in front of you today. Answer the quiz below and it sends you to the right mode and the guide that goes with it.
What are the 5 modes?#
Each mode opens with a real action, never a tour. Prospecting & Outreach is the default for anyone who has not picked yet.
| Mode | What it gets done | Opens with |
|---|---|---|
| Prospecting & Outreach | Find businesses by type and location, save the right prospects, and open the conversation with proof. | Open prospect finder |
| SEO & GEO | Find what keeps a site out of Google and AI answers, then ship the fixes and report the lift. | Choose a client for SEO & GEO |
| Healthcare | Every claim on a practice's page mapped to its source. Providers matched in the NPI Registry, studies checked in PubMed. | Choose a practice |
| Agency Management | Every client in one workspace: their brand, content, reviews, calls and the Monday report that proves the work. | Choose a client workspace |
| Workflow Builder | Describe a job in one sentence. Get a working workflow, then run it on a schedule or sell it per call. | Draft the workflow |
What is the difference between Guided and Expert?#
Guided and Expert are two views inside every mode. Guided gives you one field and the button that opens the mode's tool with it, plus the three steps from that button to paid work. Expert lists every tool in the mode with a one-line tip on how it wins or serves a client.
What does each mode do first?#
Type a business type and a location, like dentists in Austin, TX, and the prospect finder opens with that search ready. Save the right businesses, audit their sites and open each conversation with a finding.
- Prospect audit
- AI visibility check
- Prospect finder
- Outreach inbox in Conversations
Choose a saved client and open their search work: the website audit, the AI visibility check, keywords, rankings and backlinks in the SEO workspace, and the fix workflow that turns findings into titles and descriptions the client approves.
Choose a practice. Agent Studio matches its providers in the NPI Registry, checks cited studies in PubMed and maps every claim on the page to its source for clinician sign-off. Read more on Healthcare.
Choose a client or add a new one and open their next task. Brand, content, reviews, calls and the Monday report run from one hub in Clients, with Reputation and the CRM one click away.
Describe a job in one sentence, like "email me every hot new lead", and Start building drafts the workflow. Tune it in Guided or Code, then run it on a schedule or publish it so other software can call it.
How do I switch modes or share a mode link?#
Use the mode dropdown in the homepage hero. Switching reorders the page and never navigates away, and your choice is saved for your next visit. To send someone straight to a mode, add ?mode= to the homepage address.
Open a mode directly
Step 1: Prospecting & Outreach
Find local businesses and open each conversation with proof.Open Prospecting
Prospecting mode feeds Prospecting, and SEO & GEO mode leads to AI visibility. Practices start with Healthcare mode.