Product Guide

How agencies actually run.

Onboarding, the work, content and live client reports in one place. Stop paying for ten tools that do not talk to each other.

OnboardOne link, bot or form
CreatePosts, ads, blogs, emails
AutomateCampaigns that run
ReportLive, sent by link
What Chillhi Is For

What you get with Chillhi.

Chillhi brings everything an agency does for a client into one workspace. Here are the four things it does for you.

01

Onboard a client with one link

Send the client a single link and they onboard themselves, either by chatting to an AI bot or by filling in a form. Everything they share lands straight in their profile, so there is no long email chain to chase.

02

Keep the brand on one profile

Each client gets one profile that holds their brand voice, assets, contacts and history. The whole team and the AI both work from the same place, so nobody has to go hunting for the details.

03

Assign work to people or AI

Assign any piece of work to a team member or to an AI with the right skill set. The work gets done and comes back to you for review, whichever route you choose.

04

Send live reports by link

Connect Google Analytics and Meta once, then send the client a single link. They open it any time and see their own live numbers, so you never have to build a report by hand again.

Built For Agencies

Made for marketing agencies, start to finish.

Chillhi is built for one kind of business: the marketing agency. Every part of it is shaped around how an agency actually works, from the day you sign a client on to the report you send at the end of the month. It is not a sales tool that tracks deals and chases leads. It is the place your client work lives and gets done.

Chillhi is not:

  • × A CRM
  • × An LLM
  • × Onboarding details scattered across emails and forms
  • × Brand assets buried in a drive nobody can find
  • × A separate tool for planning, content, and reporting
  • × Reports rebuilt from scratch every single month

How Chillhi works

  • Each client has their brand, work, and content in one profile
  • Onboarding and planning that already understand agency work
  • A chatbot that runs the whole platform, not a side assistant
  • AI built into the work, producing pieces alongside your team
  • ChatGPT, Gemini, and Claude, switchable anywhere on the platform
  • One place the whole client relationship runs from
1. Onboarding

Onboard a client with one link.

Send the client a single link and they onboard themselves, two ways, whichever they prefer. By the end, every detail you need to start working has been captured: their brand voice and guidelines, their goals, their target audience, their contact details, and the assets they want you to use. It all gets gathered in one go.

Option one

Talk to the onboarding bot

The client has a natural conversation with an AI bot. It asks all the right questions about their brand, their goals, and their audience, then writes everything up into the profile for you. There is no form to stare at.

Option two

Fill in the form

The client works through a guided form at their own pace. It covers the same ground as the bot and produces the same complete profile at the end.

Whichever route the client takes, every answer lands straight on their client profile, ready for the whole team to work from. Nothing gets lost in an inbox and nobody has to ask the client for the same information twice.

2. Client Profiles

Everything about the client, on one profile.

Everything captured at onboarding feeds straight into the client profile, and it keeps building from there. This is the single home for that client, so the whole team works from the same complete picture instead of digging through drives, inboxes, and chats.

Chillhi clients list showing each client, their status, when they signed on and actions to send an onboarding form, edit a client or open a report

Here is what lives inside every client profile:

Brand

Brand assets and voice

The logos, fonts, colours, tone, and guidelines, captured once so the team and the AI write and design in the client voice from day one.

Files

All the client assets

Every file the client has handed over sits on the profile, ready to use, with no hunting through shared folders.

Research

A full competitor analysis

A complete breakdown of the client's competitors lives on the profile, so positioning and strategy always have something to work from.

Contacts

All client contact info

Every contact detail for the client sits in one spot, so nobody has to go searching for an email or a number.

Tasks

Recurring tasks

The recurring work set up for that client is tied to the profile, so the ongoing commitments are always visible.

Accounts

Linked accounts

The client's connected accounts, like Google Analytics and Meta, sit on the profile and feed straight into their live reports.

3. Live Reporting

Send live reports to your clients.

Connect GA4 and Meta once. Send the client one link. They open it any time and see their own live numbers.

Chillhi live report showing total views, sessions, new followers, a platform breakdown from Google Analytics, traffic sources by channel and audience demographics
GA
Google Analytics 4Site and traffic data
M
MetaFacebook and Instagram
01

Connect

Link GA4 and Meta to the profile.

02

Send a link

Send the client one link.

03

They watch live

They open it and see live stats.

The report is always live, which changes how reporting works for everyone. Your numbers are the proof of your work, and here they update on their own as the data comes in. You never sit down to rebuild a deck at the end of the month, and the client never has to wait for one. They can check in whenever they want and see exactly where things stand, so the conversation moves from chasing numbers to acting on them.

4. The AI Chatbot

Run the entire platform on your chat.

The chatbot is not a side feature. It controls everything. Anything you can do in Chillhi by clicking, you can do by asking. It already knows the client brand and history, so you just tell it what you want.

Chillhi AI chatbot with ready actions for auditing a brand, researching competitors, creating a content plan, onboarding a client, planning an ad campaign and reviewing performance

Tell it what to do and it does it across the platform:

Onboard

Onboard a new clientKicks off onboarding and sets up the profile

Schedule

Add this to the board for FridayLogs the work and puts it on the right date

Assign

Give this to SarahHands the work to a team member or an AI

Campaign

Build a campaign for next quarterSets up the campaign end to end

Automate

Make this a recurring taskSets up the recurring task automator

Export

Put this in a PDF for the clientGenerates a file you can send straight away

Schedule work, create campaigns, onboard clients, assign to your team, set up recurring tasks, generate documents. Every feature on the platform runs through the chatbot.

Pick your model

Switch between ChatGPT, Gemini and Claude

Anywhere on the platform you can switch the AI model behind your work. Use ChatGPT, Gemini or Claude, whichever suits the task.

+ChatGPT +Gemini +Claude
Images and video

Generate images and video in the chat

Make images and video right inside the chat through Nano Banana and ChatGPT. No jumping to another tool to create visuals.

+Nano Banana +ChatGPT
5. The Work Agencies Do

The work you do for clients, all in one view.

Social posts, ad copy, blog posts, email campaigns, content plans. The actual deliverables agencies produce every day live here, across every client, in one view. Each piece moves from idea to ready to in progress to review to done, tagged to its client the whole way.

Chillhi work view showing client deliverables moving across idea, ready, in progress, review and done, each tagged to its client

These are the things Chillhi handles for you:

+Social media posts +Ad copy +Blog posts +Email campaigns +Content plans +And more

Assign to a person or an AI

Pick who does each piece. A team member runs with it, or an AI with that skill set does it and drops the result back for review.

Setting up a piece of work takes a moment. Give it a title and a brief, choose the client, set the priority and the due date, pick the type, then decide whether a person or an AI takes it on.

Chillhi create work panel with fields for title, description, client, status, priority, owner, due date, and a type list including blog post, social post, email campaign, ad copy, case study, strategy, and creative brief
  • Choose a team member or an AI for each piece
  • The AI produces the deliverable and returns it for review
  • Sort by client, team member, priority or deadline
  • Nothing sits stuck or forgotten
6. Campaign Automation

Set a campaign once. It logs the work automatically.

This is built for the recurring work and reminders that come around every cycle. Set up a campaign for the months ahead, tell Chillhi how far before each due date to log the work and who it goes to, and it schedules every piece automatically. The work simply appears when it should, without you having to remember to create it.

For example

Set a six month campaign. Tell it to automatically log each piece of work four days before its due date and assign it to one team member. From then on it creates and hands off the work every cycle on its own. You set it up once and never touch it again.

  • Built for recurring tasks and reminders
  • Plan a campaign months ahead in one go
  • Set how many days early each piece is logged automatically
  • The work appears on the right dates, assigned and ready
7. Content Library

All your content, in one place to edit.

Everything generated for your clients lands here. Edit any piece in place, or send it back to rework. Nothing gets lost between draft and final.

Chillhi content library listing each piece by title, client, status of approved or draft, content type and date created, with an edit action on every row
  • See all the content generated across clients
  • Make edits to any piece in place
  • Send a piece back to rework it
  • Keep the thread from draft to final
Run It Anywhere

The whole thing, on your phone.

Chillhi runs in any browser. Talk to the assistant, check a client, onboard someone or review content from your phone between meetings.

Same clients, same work, same brand. No app to install, nothing left on the laptop.

Chillhi running on a phone showing the assistant ready actions and a bottom bar for chat, clients, work and content
Get Started

Run your agency on Chillhi.

Your clients, your work and your reports in one place. Built for agencies.

Visit chillhi.com

One workspace for onboarding, client work, brand, content and live reporting. Built for marketing agencies.