Sembot / ProductFOR TEAMS AND AGENCIES

Preview of the upcoming agency workspace. Processes and Marketer AI are already available in your project.

Multiple projects.
Control from one place.

Client portfolios, alerts, results and team activity in one overview. Owners can see where a decision is needed and who is handling it.

No account needed: switch between projects, alerts and your team in the owner overview.

Example workspace
ProjectAlertsSpend
North2640 €
Studio1480 €
Trail0920 €
Sample data
EXAMPLE WORKFLOW

From portfolio overview to a person’s next action.

Use one review to identify where an owner’s decision is needed. A project requiring a response, a stable campaign and missing data share an overview that guides the team to the appropriate work.

  1. Choose a project that needs a decision.

    Compare project results over the same period, check connection status and open tasks. Weak performance needs campaign analysis; a missing connection first needs data restored, not an assessment of the specialist.

    Step outcomeA project and the reason it needs the owner’s attention.
  2. Move from an alert to ownership.

    Open the issue from the portfolio queue, review its importance and owner. The team overview helps account for planned workload when assigning work instead of assuming everyone has spare capacity.

    Step outcomeA task with an agreed priority and responsible person.
  3. Review execution and handling times.

    The team can complete a step manually, with a copilot or through AI. Return to task history and response and resolution times. Assess handling alongside the difficulty of the issue and its eventual outcome.

    Step outcomeVisible follow-through and context for reviewing the work.
For the whole team

Everyone sees their work. The owner sees the whole picture.

With multiple clients, control cannot stop at campaign status. You need to know what needs a decision, who owns the issue and whether the team can take on another task. A shared portfolio brings these perspectives together.

Agency owner or department head

Start with the project table: performance, open issues and alerts side by side. Choose the client who needs a conversation or a change in priorities, then open the task and its history. See whether the difficulty is in the campaign, data access or work waiting on the team.

Walk into the meeting with decisions to make and people responsible, without collecting status updates from every specialist.

Team lead and account manager

Assign new tasks with workload, deadlines and the nature of the work in mind. Compare the plan with tracked time, response time and resolution time. When an issue changes hands, keep its evidence, decisions and completed steps together instead of starting the handover from scratch.

Know who can take on the work, what is holding up progress and which specific question to take back to the client.

Specialist and task owner

Open your task from the list, kanban board or timeline. Inspect the related campaign in Sembot or go to Google Ads or Analytics. Complete a step manually, prepare it with a copilot or delegate a supported action to AI, keeping the context for the next person.

Start with a specific object and question; the result of your work stays available to the whole team.

Example scenarios

An agency day. Six places where Sembot helps.

These scenarios show how to connect routine checks with team execution. Pick a situation familiar to your agency and explore the relevant example without creating an account.

A morning review that ends with decisions

Situation
Several projects need attention: a change in performance, a new alert and a task that has stalled. Each specialist knows their part, but the owner needs a view of the whole portfolio.
Work in Sembot
Review the project table and shared alert queue. Open issues that need intervention, check their owners and set priorities. The team overview lets you compare the plan with available capacity straight away.
Work outcome
A worklist for today: what to check, who is responsible and which next step should appear on each task.
FROM OVERVIEW TO ACTION

Shared context.
A clear next move.

Choose a project. Open a task. See how your team and AI take the next step in an example, without creating an account.

PortfolioSee where attention is needed.
TaskReview the evidence and ownership.
ActionExplore manual work, copilot and agents.
PORTFOLIO

See your projects side by side.

Compare project statistics and review alerts in a shared queue. Move from a client result to the actual task instead of collecting updates from different tools.

  • Project performance overview
  • Alerts across your portfolio
  • Priorities and task owners
TEAM

Understand workload and response times.

Assign tasks and track time worked, time to first response and time to resolution. Interpret the numbers alongside task type, workload and responsibility.

  • Workload and assignments
  • Time tracking
  • Response and resolution times
SHARED AI

One workspace for people and agents.

Share AI across the team instead of arranging a separate subscription for each person. Portfolio management is an add-on to Marketer AI or Professional; project capacity and White Label are separate choices.

  • Shared AI usage
  • An add-on for both deployment models
  • Projects and branding to fit your needs
CHOOSE HOW TO WORK

Three perspectives an owner needs.

Project results and quality of service are different signals.

Spend, conversion value and ROAS describe performance according to platform data. Open tasks and alerts describe work to handle. Read them together, but do not treat ROAS as profit or an empty source as a zero result.

Planned workload does not replace time tracking.

The plan shows who can take work. Tracked time describes actual work, while response and resolution times describe task handling. A shorter time alone does not prove higher quality.

Shared AI preserves continuity between people.

A specialist can delegate an available step to AI, and the next person can see the outcome in the same task. Shared context helps hand over work without forwarding private conversations from individual AI accounts.

Tools for execution

From the portfolio to the work. From the task to the tool.

A management overview is useful when you can move from it to a specific issue. Sembot connects work organisation with the marketing tools people and agents use to complete tasks.

Performance → campaign → decision

Move from a project comparison to a report and the data for a selected campaign. Inspect ads, URLs and budgets in context. The same data scope helps prepare both the client conversation and the specialist’s next action.

Feed → ad → creative

Connect catalogue data with campaign and asset preparation. The team can work on product titles and attributes, ads, images, clips and page descriptions. A shared product offer provides the reference for reviewing content before use.

Alert → task → responsible person

An issue can originate in a campaign, a product or a task from Asana or ClickUp. Define the process and response: email, SMS, Twilio or a supported action. A shared portfolio queue helps keep track of issues across tools and clients.

Task → copilot → execution

AI works with task data, and its output stays attached to the issue. A specialist can request analysis or delegate an available action; the next person inherits the context. Kanban, list and timeline organise execution separately from the portfolio owner’s overview.

Your working model

Choose the environment that fits your agency’s work.

Portfolio is a paid platform add-on, not a separate plan required for every task. Start with the deployment model, then choose project capacity and client access.

Marketer AI + portfolio

Work in the ready-to-use SaaS application without preparing your own servers. Add a shared overview of projects, alerts and the team. Project count and feed capacity are selected separately; portfolio alone does not increase those limits.

  • Tasks and tools in a ready-to-use environment
  • Portfolio and additional projects as add-ons
  • Optional platform White Label under your agency’s brand
Choose SaaS with portfolio

Professional + portfolio

Run Sembot on infrastructure that meets the requirements, including access through a VPN. Use your own API keys for LLMs and video: pay providers directly, with a 0% Sembot markup. There are no licence limits on scale; capacity depends on the environment’s performance.

  • Isolated environment with an agreed operating model
  • Portfolio and White Label selected separately
  • Separate costs for the licence, infrastructure and API usage
Choose Professional with portfolio
Sembot’s experience

Explore Sembot’s experience through specific customer stories.

Historical case studies describe the engagement, solutions used and results within a particular period. They help you understand Sembot’s experience, but are not evidence of the new portfolio module, AI agents or gains in team productivity. Explore those ways of working in the interactive examples first, then assess them on your own project.

Skupszop.pl

revenue growth over 16 months

Read the customer story
Coś dla Zdrowia
+44%

revenue growth in six months

Read the customer story
BEFORE YOU START

Good to know.

Is this only for agencies?

No. The same overview helps an internal team managing several stores, brands or projects. The relevant need is shared management, not the company’s organisational form.

How does portfolio management differ from the task system?

A task focuses on a specific issue; the portfolio shows multiple projects and teams from an owner’s perspective. Portfolio management is an add-on to your chosen Sembot model, not a requirement for using every task.

Can clients use our brand?

Platform White Label is a separate add-on with an agreed branding and domain scope. If you also need an isolated environment or VPN, consider Professional. White Label CSS has a separate scope.

START WITH A FOCUSED SCOPE

Start with one project and one clear owner.

Explore the owner overview
  1. In the portfolio preview, compare a project, an alert and the team view.

  2. Choose a pilot project, connect its data and assign an owner to its first process.

  3. Review the first task with the team, then choose the portfolio scope in pricing.

See Sembot with your own data.

Choose a process, connect its source and review the first result. Find package and add-on details in pricing.