Appy.AI Client Workspace Setup (Onboarding)

Appy.AI Client Workspace Setup (Onboarding)

1. 01

   Create a dedicated test Slack workspace and connect it to Appy.AI before touching any client environment

   Confirm the @mention interaction model works and that Violet accepts a natural language goal, then note which permissions the 900+ application catalogue requests so the client-side install does not stall on an unexpected OAuth scope.

2. 02

   Open the client's Slack or Microsoft Teams workspace and install the Appy.AI app under the $50/month AI Workforce plan

   The plan carries 20,000 credits monthly and unlimited users, so the whole client team can be added without per-seat negotiation. Record the workspace ID against the client account in your agency tracker.

3. 03

   Deploy the pre-built specialist that matches the client's first recurring task

   Pick Marcus for content creation, Piper for cold email, or Sage for bookkeeping. Deploy one agent only at onboarding; a second specialist goes in after the first task runs clean for a week.

4. 04

   Create any custom agent by describing the role in natural language rather than reaching for a workflow builder

   Write the role description the way you would brief a junior hire: scope, tone, escalation path. Persistent workspace context means the agent keeps that framing across sessions.

5. 05

   Connect the client's existing platforms from the 30+ integration list

   HubSpot, Stripe, QuickBooks, and Google Ads are the common four. Grant read and write where the task needs it, read-only everywhere else, and log which account each connection points at.

6. 06

   Map one recurring task end to end and run it once in front of the client

   Show the activity stream so the client sees every action the agent took. This is the moment the retainer gets justified, so do not skip the live run.

7. 07

   Train the client team on agent commands and daily usage

   Cover the @mention pattern, how to correct a bad output, and who on their side owns the agent. Leave a one-page command sheet in the workspace.

8. 08

   Set the credit burn baseline before handoff

   Note credits consumed in week one against the 20,000 monthly allowance. If a single client task eats more than a fifth of the pool, split that task across a second agent team or reprice the retainer.