AgencyOS

Built on ArtMetrics

AI Systems

MarketX

AI orchestration, operational intelligence, pain analysis, workflow recommendations, proposal generation, and outbound intelligence.

ai-enhanced
Preview delivery workspaceMarketplace

Service Packages

Service Packages in a Box: client intake, kickoff, dependency checklist, project plan, SOPs, MarketX assistant, delivery workspace, client portal, reports, QA, handoff, and upsell path.

Service package scaffold

This plugin can be added to proposal only or installed as a draft tenant service package.

Problem / Outcome Summary

Business problem

AI outputs are not useful unless they reason over the operational graph, roles, KPIs, workflows, and implementation state.

Business impact

better system recommendationsfaster implementation planning

Operational symptoms

  • generic AI recommendations
  • no approval control
  • AI lacks workspace context

Recommended user

COORevOpsExecutive

Install / Configure

Tooling Included

Tools, workflows, templates, dashboards, AI actions, automations, integrations, and KPI tracking are defined in the AgencyOS registry.

Tools

MarketX Workspace

workflow

Operational workspace for MarketX tasks, owners, and outcomes.

MarketX Dashboard

dashboard

Manager visibility and KPI reporting for MarketX.

MarketX Implementation Checklist

checklist

Step-by-step install and operationalization checklist for MarketX.

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for MarketX.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for MarketX.

Templates

MarketX SOP

sop

Standard operating procedure for installing and running MarketX.

MarketX Proposal Section

proposal_section

RevMax-ready proposal insert with problem, system, phases, KPIs, and value.

MarketX Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

MarketX Executive Dashboard

scorecard, trend, exception table

Executive rollup for MarketX outcomes, risk, and implementation progress.

MarketX Operator Queue

table, kanban

Daily action queue and blocked-work visibility for MarketX.

AI Actions

Diagnose MarketX gap

system recommendation

Which MarketX workflow should we install first for this client?

Write MarketX proposal insert

RevMax proposal section

Explain MarketX to an executive buyer.

Automations

MarketX task routing

low

New workflow item created -> Assign owner, due date, and escalation rule

MarketX exception alert

medium

KPI or SLA misses threshold -> Create manager review task and MarketX summary

Integrations

MarketX

available

manual import and demo-local workflow

KPIs

Recommendation Acceptance

leading

Improve 20% in 60 days

Approval Cycle Time

operational

Tracked weekly

Implementation Roadmap Completion

lagging

Tracked weekly

Interactive Preview

Operational workspace for MarketX tasks, owners, and outcomes.

MarketX Workspace

Step 1

diagnose bottleneck

Step 2

install workflow

Step 3

assign owners

Step 4

activate reporting

Step 5

optimize with MarketX

Implementation Plan

Quick wins, operationalization, visibility/reporting, AI optimization, and enterprise scaling.

1

Install quick-win workspace

Create the core workspace, owner queue, demo data, and first checklist.

quick-winsCOO1-2 days
2

Operationalize workflow

Assign roles, configure required fields, connect fallback modes, and define approval gates.

operationalizationCOO3-5 days
3

Add visibility layer

Install dashboards, KPI trackers, alerts, and manager exceptions.

reportingCOO2-4 days
4

Enable MarketX actions

Enable AI prompts, proposal inserts, roadmap generation, and conflict checks with approval gates.

ai-optimizationCOO1-3 days
5

Scale controls

Add permissions, multi-location variants, audit trail, and handoff outputs.

enterprise-scalingCOO1-2 weeks
Install MarketX

This will add

MarketX Workspace
MarketX Dashboard
MarketX Implementation Checklist
MarketX Executive Dashboard
MarketX Operator Queue
MarketX SOP
MarketX Proposal Section
MarketX implementation architect context
RevMax proposal section

Required setup

Fallback: can run manually without integrations. Demo install state is local until persistence is wired.

Related Systems

Prerequisites

none

Commonly paired

outboundosrevmaxcrmmax

Ask MarketX

MarketX uses AgencyOS registry context as the implementation architect.

Recommended deployment order

1quick wins
2operationalization
3visibility/reporting
4AI optimization
5enterprise scaling

Missing dependencies: pixelguard

Proposal Usage

Add this system to a RevMax proposal with implementation steps, KPIs, business value, and demo proof.

Generated proposal-ready section

MarketX Proposal Section

MarketX addresses the operational bottleneck by installing repeatable workflow infrastructure with measurable outcomes.

Recommendation AcceptanceApproval Cycle TimeImplementation Roadmap Completion