AgencyOSLogin

Create workspace

Start with a clean AgencyOS workspace.

New workspaces are production-ready and empty by default. No demo leads, no inherited opportunities, no old sequences, and no client clutter. Your first source is either a CSV import or an UpBox connection.

0 accounts on workspace creation
0 contacts on workspace creation
0 leads on workspace creation
0 lists on workspace creation
0 sequences on workspace creation
0 deals on workspace creation
0 projects on workspace creation

Workspace setup

Configure the workspace boundary first, then choose the first ingestion path.

Signup authenticates with Supabase. Clean agency workspace creation never seeds demo leads, proposals, tenants, projects, or fake activity.

Clean data boundary

Demo data never becomes the default state for a new production workspace.

CSV import ready

The Lists module is the first destination for clean lead and account import.

UpBox connection ready

UpBox stays the opportunity ingestion engine while AgencyOS owns system orchestration.