Industry: Agencies & Consultancies

Use client context without piecing project knowledge back together every time.

Chifty connects approved briefs, project documents and email communication with a centrally managed AI workspace for your team.

AI only uses knowledge the person asking is allowed to see.

What does a centrally managed AI workspace bring to agencies and consultancies?

In agencies and consultancies, feedback, approvals and learnings end up spread across many threads and projects. Chifty brings client communication, briefs and project knowledge together in one centrally managed AI workspace: Office condenses threads, Knowledge delivers templates and decisions, Chat helps with research and drafts. The AI only ever uses content the person asking is authorized to access.

The context exists. It's rarely all in one place.

Good project work depends on correctly placing past decisions and client knowledge.

What was last agreed?

Feedback, approvals and open items sit across multiple threads.

Have we done something like this before?

Learnings and templates aren't reliably found again for the next project.

Which AI is allowed to use which context?

Private individual accounts make central management and client separation harder.

Chifty brings communication and approved company knowledge into a shared working context, without replacing existing specialist systems.

From brief to a reliable working basis.

Condense communication

Office summarizes client threads and surfaces tasks.

Add project knowledge

Knowledge provides briefs, decisions, templates and learnings.

Develop content in a structured way

Chat supports research, document work and drafts.

From client brief to a professionally reviewed result.

AI is a sparring partner, not an autonomous consultant.

  1. Bring the brief together

    Emails, attachments and project documents become a shared starting point.

  2. Flag open items

    Unclear requirements, missing approvals and contradictions become visible.

  3. Use research and structuring

    Chat organizes information and prepares lines of thinking.

  4. Take professional responsibility for the result

    The team reviews, sharpens and approves client communication itself.

Chifty supports information processing. Approvals, professional decisions and external actions stay with the responsible employees.

Making project learning usable

Project experience becomes organizational knowledge – without mixing up client knowledge.

Approaches, checklists and learnings should be reusable; client-specific information must stay separate. Knowledge takes approvals into account with every query.

Example questions

  • What learnings exist from similar projects?
  • What decision was made with this client?
  • Which template is approved?
  • What information may be used across projects?

Every illustrative answer shows visible source references. Neutral example files are used, never a genuine customer source.

For teams between client context and their own methodology.

Account and consulting

Capture client status and open items.

Project management

Keep track of decisions, tasks and handovers.

Strategy and creative

Use research, documents and learnings.

Leadership and operations

Manage AI access and knowledge areas.

AI must not bypass permissions.

Chifty answers questions only with content the person asking is allowed to access. This applies to documents, notes and connected knowledge sources as well as context in Office and Chat.

Client knowledge stays limited to the project team, while methods and templates can be usable organization-wide.

Hosted in Germany

AI processing in the EU by default (europe-west1)

No AI training on customer data

Centralized management of access and models

Frequently asked questions

How does Chifty help when feedback and approvals are scattered across many email threads?
Chifty Office condenses client communication into a clear, traceable status and highlights tasks and open items. Emails, attachments and project documents become a shared working basis in which ambiguities, outstanding approvals and contradictory requirements stand out, instead of staying buried across multiple threads.
How can learnings from past projects be reused without mixing up client knowledge?
Client-specific information stays restricted to the respective project team, while methods, checklists and approved templates can be made available across the organization. Chifty Knowledge checks permissions with every single query, so project experience turns into organizational knowledge without insights from one client engagement leaking into another.
Is using Chifty in agency and consulting projects compatible with the GDPR?
Chifty is designed for this: hosting takes place in Germany, AI processing runs in the EU by default (europe-west1), and no AI models are trained on company data. Permissions are checked at query time, so the AI never reveals content the person asking cannot access. Access and models are managed centrally by the organization.
Which Chifty product should agencies and consultancies start with?
The foundation is usually Chifty Knowledge, because it bundles briefs, templates, decisions and learnings as approved knowledge. Chifty Office complements client communication by condensing threads and preparing draft replies; Chifty Chat serves as the central AI workspace with multiple models for research and document work. In daily use, the three products interlock.
Does the AI take over consulting or communication with our clients?
No. Chifty treats AI as a sparring partner for information processing: merging briefs, surfacing open items, structuring research. Professional decisions, approvals and any outward communication stay with the accountable team, which reviews and sharpens results before anything reaches the client.

Connect client context with a secure AI workspace.

In a demo, we show how Chifty brings together briefs, communication and project knowledge.