Stammer AI Client Onboarding Sprint (5-7 days)
A rapid deployment playbook for agencies to onboard a new client onto Stammer AI, including white-label setup, agent configuration, and channel integration, delivered in under a week. Time: 5-7 days.
By InnovaAI ResearchPublished Updated
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Stammer AI Client Onboarding Sprint (5-7 days)
A rapid deployment playbook for agencies to onboard a new client onto Stammer AI, including white-label setup, agent configuration, and channel integration, delivered in under a week.
- Active Stammer AI Agency Plan ($197/mo) with white-label domain configured
- Client's website URL, business knowledge base (FAQs, services, policies), and calendar connection (Google Calendar or Calendly)
- Access to client's website CMS or hosting for embedding chat widget
- Client's messaging channel accounts (WhatsApp Business, Facebook Messenger, Instagram) for agent deployment
- Client's CRM or email notification endpoint for lead capture
- 1.Set up Stammer AI agency account with custom domain, logo, and brand colors for white-label dashboard
- 2.Create a new client project in Stammer AI and assign a dedicated AI chat agent and voice agent
- 3.Upload client's knowledge base (up to 5M characters) with FAQs, services, and policies
- 1.Configure AI chat agent's lead capture flow: collect name, phone, email, and service interest
- 2.Integrate Google Calendar or Calendly for appointment booking within the chat agent
- 3.Test chat agent on web preview and adjust conversation flow for common client scenarios
- 1.Deploy AI chat agent on client's website via embed code or widget integration
- 2.Connect WhatsApp Business and Facebook Messenger channels to the same agent
- 3.Set up email or CRM notification for new leads captured by the agent
- 1.Configure AI voice agent with a custom greeting, call routing, and appointment booking logic
- 2.Test voice agent with a few inbound calls to verify lead qualification and calendar integration
- 3.Adjust voice agent's language and tone to match client's brand voice
- 1.Enable client dashboard access with white-label branding and limited permissions
- 2.Train client team on reviewing chat transcripts, call logs, and agent analytics
- 3.Hand off documentation and schedule a 30-day check-in for optimization
At $197/mo for the Agency Plan, an agency can resell a Stammer AI agent to a client for $500-$1,500/mo, yielding a gross margin of 60-87%. Usage fees are typically passed through or absorbed into the retainer, keeping margins healthy.
- White-labeled client dashboard with custom domain and logo
- Deployed AI chat agent on client's website and messaging channels
- Configured AI voice agent with appointment booking integration
- Lead capture notification setup (email or CRM)
- Client training documentation and admin access credentials
Client can independently monitor and manage their AI agents via the white-label dashboard, and at least one lead has been captured and booked through the system.
More on Stammer AI
- StrategyStammer AI Compounds Agency LTV Through White-Label Voice and Chat Resale
- ConceptStammer AI Margin Stack
- Evaluation RuleStammer AI Rule: Adopt Only If You Can Cover Per-Message Costs on Top of the $197 Plan
- Decision FrameworkStammer AI: Buy vs Skip (White-Label Voice & Chat for Agencies)
- Failure PatternThe Stammer AI Per-Message Margin Trap
- Operating ProcedureStammer AI Client Agent Deployment (Onboarding)