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Business & Agency

by InfiniBot First-party

Run the business side of your AI OS — HQ, command center, clients, pipeline and agencies in one place.

Business & Agency cover
Business HQ — today's focus and progress
Business HQ — today's focus and progress
Clients — CRM with invoicing and payment links
Clients — CRM with invoicing and payment links
Command — executive view across the business
Command — executive view across the business

About

Business & Agency turns InfiniBot into the operating system for a business or an agency.

  • Business HQ — today's focus, decision-ready items and progress across your whole business.
  • Command — executive and operations views, the daily agency board, agencies and their topology.
  • Clients — a CRM with invoicing and payment links.
  • Sales Pipeline — leads moving through your stages to won deals.
  • Register — opportunities, decisions, risks, commitments and people.
  • Leads & Funnels — lead capture, the qualifier, funnels and campaigns.
  • Business settings — your business profile and income sync (Whop, Stripe, Square keys are write-only settings).
  • Agency selector in the top bar, plus the client-director, outreach, ledger, scout, briefer and monitor agents.

Works with the Products plugin when it is on (product cards on Business HQ). Turning the plugin off hides every page, the agency selector, the business agents and the business schedules; your data stays exactly where it is.

businessagencycrmclientspipelineinvoicingcommand-center

InfiniBot Cloud

Works on Cloud Runs on InfiniBot Cloud and on self-hosted InfiniBot.

Permissions requested

  • Networkapi.whop.com (optional key), api.stripe.com (optional key), connect.squareup.com (optional key), api.notion.com (only when a Notion sync is configured), api.netlify.com (lead-qualifier forms, only when connected)
  • Files<stateDir>/agency-operations/agency.db, business.json, business/income.json (existing paths, unchanged), <stateDir>/opportunity.db, decision.db, risk.db, commitment.db, person.db, hq-progress.json (existing paths, unchanged), <stateDir>/funnels/, campaigns/, lead-qualifier.json (existing paths, unchanged), <stateDir>/plugin-data/business-agency
  • SecretswhopApiKey, stripeSecretKey, squareAccessToken, WHOP_API_KEY, STRIPE_API_KEY, SQUARE_API_KEY

Version history

  1. 2026.10.7

    No release notes.

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