Agency OS

Agency settings

Rename your agency, see its fixed account details, and issue or revoke the tokens that let AI agents work across your workspaces.

Read as Markdown

Agency settings covers your agency account as a whole. Settings for a single client workspace live inside that workspace, under Settings.

Who can open it

Any member of an agency on the Pro plan can open the page and read it. Renaming the agency and the agent tokens are for agency operators. Anyone else sees the name read only, with a note to ask whoever set up the agency account, and does not see the tokens.

Agency name

The name is what your team sees in Agency OS and on your invoice.

Type the new name into Name. It can be up to 120 characters.
Press Save name. Everyone in the agency sees the new name.

Renaming changes the name only. Nothing you have shared stops working.

Account details

Account reference and Created are fixed when the agency is set up and cannot be edited. Workspace transfers and other links use the account reference rather than the name, which is why a rename cannot break them.

Connect Claude for your whole agency

A card explains how to connect Claude once for every client workspace, so a new workspace can be created and set up from a chat. See AI agents.

Agent tokens

Agent tokens is shown to operators only, and is the one list of agent tokens for the agency. A token works across your agency's workspaces: it names a workspace on every request and can never reach another agency's. Issuing one needs the Pro plan.

To issue one, give it a name, tick what it may do and press Create agent token. The choices are:

Read figures, leads, calls and payments
Preview configuration changes as a plan
Apply approved configuration plans
Create links for connecting tools
Draft and file forms
Run test leads
Manage tokens
Fetch and run browser step packs
Save content drafts and ask for approval
File and amend your own forms and reports
Manage the sales team: boards, call lists and nudges

Without Apply, whatever the agent proposes goes to Plans for a person to approve. The token is shown once when it is issued, so copy it straight away and press I have it: PYLO keeps only a fingerprint and cannot show it again. Each live token is listed with its name, its first characters and what it may do.

Press Revoke beside a token to stop it at once.

The kill switch

Revoke every agent token revokes, in one action, every agent token for the agency, every workspace's API tokens, and every app signed in with PYLO in any of its workspaces. PYLO asks you to confirm first. Agents, Claude connectors and embedded apps stop working on their next request and each has to be set up again.

For connecting Claude, see The Claude plugin and The PYLO API.