Build a Knowledge Base for Your Agency
Centralize client playbooks and SOPs with categories, search, and per-client access controls. Made with Kleap. Free to start.
A working app, not a template
Agencies run on repeatable processes, yet every account manager reinvents the same onboarding and reporting steps. A knowledge base standardizes SOPs and client playbooks so delivery stays consistent no matter who staffs the account. Per-client sections keep sensitive briefs separate while shared best practices stay open to the whole team.
What your agencies app handles
Create a category per client with role-restricted access so each account team only sees the briefs and credentials relevant to their work.
Maintain a shared, agency-wide SOP category — onboarding, reporting, QA — that every account can reuse instead of rebuilding from scratch.
Use search tags for deliverable type (SEO, ads, design) so anyone can pull the right process template in seconds.
Give client-facing team leads editor roles while junior staff read and follow, keeping playbooks authoritative.
Build it in 3 steps
Describe it
Tell Kleap what your agencies needs, in plain words.
AI builds it
Get a real working app with records, forms, and a dashboard.
Publish
Refine it in chat, then publish. It is a live app you own.
Frequently asked questions
Can I really build a knowledge base for your agency without code?+
Yes. Describe what you track and Kleap builds a working knowledge base for agencies — records, forms, roles, and a dashboard. You refine it by chatting, no code and no spreadsheets.
Is it free to build?+
Yes. You can describe your app, generate it, preview it live, and keep refining it in chat for free. A custom domain and advanced options are paid.
Do I own the app and its data?+
Yes. The app runs on your own Kleap Database and the data is yours. You control who can log in and what each role is allowed to see.
Can I change it after it is built?+
Yes. Keep chatting to add fields, change the workflow, restyle it, or add new views. The app updates live as you describe the changes.
More Knowledge Base use cases
Build a Knowledge Base for Your Agency
Describe it and watch it come to life. Free to start.