The best part of working with AI agents is that they work inside the tools you already have. No migration, no new software. But that means they need a way in. Here's how to set that up so your accounts stay safe and stay yours.
Give the agent its own seat
Most business software lets you add users. WordPress, most CRMs, Google Analytics, Google Ads, Meta Business Suite and project tools all do. When you add a seat for the agents, you get three things:
- Your own login stays private.
- You can see what the agent's user changed.
- You can remove access in one click, any time.
Pick the smallest role that gets the job done
If the agents are writing blog posts, they need editor access, not admin. If they're building reports, read-only access is often enough. Start small and add more only when a task needs it.
When a tool won't allow another user
Some tools only allow one login, or charge a lot for a second seat. In that case you can share a login with us directly. When the work is done, or if you ever stop, change the password and the access is gone.
Two-factor codes
Many tools send a code to your phone when someone logs in. We'll work out an approach that fits each tool on the first call. Sometimes that's adding the agent's email as a backup, and sometimes it's you approving the first login.
What you should never have to do
- Move your accounts into someone else's name.
- Give up ownership of your website, ads or data.
- Pay a vendor to get your own stuff back when you leave.
With managed agents, everything stays in your accounts. We work as a user you control. Remove us any time, and everything we built stays with you.
Want to see what an agent could take off your plate? See what we do or book a free call.