Agentic Workflows

The data layer that makes your AI agents actually work

Your agents and automations are only as good as the data behind them. Insites gives them clean, consistent, accurate audit data - formatted so an AI can actually understand it - to power your whole SEO process, from winning the deal to keeping the client. Real intelligence in, reliable decisions out.

An AI agent connected to live Insites audit data, running checks and surfacing the gaps a business needs to fix

Point your agents at Insites and every automation runs on the same clean, consistent, AI-ready data - so they make the right call, every time.

Sales: Let an agent fill your pipeline while you sleep

Point an agent at a territory and let it work. It finds local businesses, audits each one with Insites, and surfaces the ones with the biggest problems - then drafts the outreach and books the meeting. Your reps wake up to a ranked hit-list of prospects who already need what you sell.

An AI agent prospecting local businesses, auto-auditing them and booking meetings with the best-fit leads
Audit findings flowing automatically into a fix list that an AI agent works through

Delivery: Turn audit findings into work that gets done

The moment an audit completes, a webhook fires and your workflow takes over. An agent reads the findings, works through the fixes - listings, content, schema, the gaps hurting AI visibility - and tees up the rest for your team. No polling, no copy-paste, no dropped detail between the audit and the work.

Retention: Catch churn and spot upsells before anyone asks

Re-audit your client base on a schedule and let your automations watch the numbers. When a score drops, the right person gets alerted before the client even notices. When something improves or a new gap opens up, an agent tees up the next upsell conversation - backed by data the client can see for themselves.

Scheduled re-audits feeding churn alerts and upsell prompts to an agency team
A structured, AI-ready Insites payload carrying scores, findings and recommendations to an agent

Payloads built for agents, not just dashboards

Most tools hand an AI a wall of raw numbers and hope for the best. Insites gives your agents purpose-built payloads - scores, findings, recommendations and the context around them - so an agent understands a business the way a senior strategist would, and knows what to do next without a page of prompting. That's the difference between an automation that guesses and one you can trust.

Since introducing Insites, our reps spend less time digging for data and more time selling. The automation around our audits has transformed how our team works - productivity is up and we're booking far more demos.

A few things you could build

Just examples to get you thinking - not the limit. If you can describe the workflow, you can almost certainly automate it on Insites data.

Agentic prospecting & outreach

An assistant finds local businesses, audits them, and books meetings with the ones that have the biggest problems - while you sleep.

Agentic SEO & AI-visibility fixer

An agent reads a business's audit and works through the fixes - listings, content and the gaps that hurt their visibility in AI search.

Agentic upsell

An assistant re-audits your existing clients, spots what's changed, and tees up the next upsell conversation for you.

Territory scan on demand

Ask in plain language - "audit every dentist in Leeds" - and get a ranked hit-list of the best-fit prospects back.

Auto-enrich your CRM

The instant an audit finishes, the score lands on the lead - so reps always act on fresh data, with no polling.

Hot-prospect & churn alerts

A high-opportunity business or a dropping client score pings the right person in Slack or Teams the moment it happens.

Frequently asked questions

How do my AI agents connect to Insites?

However you build. Use our REST API for full programmatic access, our MCP server so assistants like Claude and ChatGPT can audit on demand, webhooks for real-time events, or Zapier for no-code automations.

Do I need developers to build agentic workflows?

Not necessarily. The MCP server lets an AI assistant run audits conversationally, and Zapier covers a huge range of no-code automations. When you do want something bespoke, the REST API and webhooks give your developers everything they need.

What makes Insites data \"AI-ready\"?

Two things. It's consistent and structured - the same fields in the same shape on every audit - and our payloads are designed for agents, carrying the scores, findings, recommendations and context an AI needs to understand a business and decide what to do next.

Is the data reliable enough to automate on?

Yes - that's the point. Insites runs hundreds of real checks across SEO, local, ads and AI visibility, so your automations act on what's actually happening rather than stale estimates. Consistent, accurate data is what makes an agentic workflow trustworthy.

Can agents audit businesses in bulk?

Absolutely. You can trigger audits programmatically, one at a time or thousands at once - ideal for scanning a whole territory or vertical and building a ranked prospect list.

Which AI assistants work with the MCP server?

Any assistant that supports the Model Context Protocol, including Claude and ChatGPT. The agent gets live access to real Insites audit data, so it can audit a business and explain exactly what to fix.

Can I automate across sales, delivery and retention?

Yes - that's exactly what Insites is built for. The same reliable data layer powers prospecting and outreach, turns findings into delivery work, and drives scheduled re-audits, churn alerts and upsells. One source of truth across the whole client lifecycle.

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