No account needed: switch between projects, alerts and your team in the owner overview.
Example workspace
Project
Alerts
Spend
North
2
640 €
Studio
1
480 €
Trail
0
920 €
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.
01
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.
02
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.
03
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.
01
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.
02
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.
03
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.
01
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.
02
A client’s page goes down while ads are running
Situation
A process confirms an unavailable URL linked to active ads. The task includes evidence, affected ads and the spending context needed to assess the issue’s importance.
Work in Sembot
Notify the responsible person by email, SMS or a Twilio call. In the task, choose a response: manually, with a copilot or through an available AI action. You can also connect a supported action to an automated rule in advance.
Work outcome
Track limiting traffic to the error separately from fixing the page. The history shows the completed step and the work that needs handing over.
03
A client’s budget moves away from the agreed plan
Situation
Projected spending differs from the monthly plan. Instead of a general budget question, the team gets a specific period, deviation and campaigns to investigate.
Work in Sembot
Go from the task to campaign data. The specialist can compare spending pace, discuss options with a copilot and prepare an adjustment for agreement. The account manager has the assumptions and proposed next step at hand.
Work outcome
The conversation concerns a specific budget option, with the same reference point for the next review. An adjustment scenario stays distinct from a change that has actually been made.
04
A specialist’s absence does not leave work stranded
Situation
The person managing a client is away when an urgent task arrives. The team lead needs to hand it to someone with available time and the right context.
Work in Sembot
Check workload and assign the task. The covering specialist opens the same history, related data and outcome of an earlier AI action. Shared AI serves the team instead of separate subscriptions and conversations locked inside individual accounts.
Work outcome
The covering specialist sees what has been checked and what to do now. Assignment, progress and time spent can be reviewed alongside the same issue.
05
A new client gets their first monitoring scope
Situation
A store joins the portfolio. The team needs to understand data readiness and establish ownership before extending monitoring to more areas.
Work in Sembot
Start with one project and an important situation you currently check manually. Connect the required source, define the scope and threshold, and assign an owner. Review the first reading; if the data is incomplete, address the connection or configuration first.
Work outcome
The first project has a defined check and a clear owner. That starting point helps agree on further processes and the portfolio scope you need.
06
A client review connects performance with work done
Situation
The reporting period is coming to an end. You need to present campaign results, explain the team’s decisions and show what still needs action.
Work in Sembot
Open performance data and a report for the right scope. Go deeper into a campaign, then review its related tasks and history. Use the data and work so far to prepare the reasoning behind your next steps.
Work outcome
You have material for the conversation: performance, completed actions and the next work plan. A list of closed tasks does not have to stand in for evidence of sales growth.
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.
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
02
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
03
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.
01
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.
02
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.
03
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.
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
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
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.
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.