Arahi Client Workspace and Approval Setup (Onboarding)

Arahi Client Workspace and Approval Setup (Onboarding)

1. 01

   Create a new workspace per client in the Arahi dashboard

   Navigate to the workspace switcher and select 'Create Workspace'. Name it after the client to maintain data isolation and branding.

2. 02

   Connect core apps in the Integrations panel

   In the workspace, open Integrations and connect Gmail, Slack, and Google Sheets. For Growth plan clients, add premium integrations like Salesforce or HubSpot.

3. 03

   Define the first automation in plain English

   Use the agent builder to describe a repetitive client process, such as 'qualify leads from form submissions and notify the sales team in Slack'.

4. 04

   Set human approval checkpoints

   In the workflow editor, add approval steps for sensitive actions like sending client communications or updating CRM records.

5. 05

   Configure scheduling and triggers

   Set the automation to run on a schedule or trigger from specific events, ensuring it aligns with the client's operational hours.

6. 06

   Test the workflow with a pilot run

   Execute a test to verify the automation behaves correctly, checking that approvals trigger and actions complete across connected apps.

7. 07

   Review usage against plan limits

   Check the credits and actions used in the workspace to ensure the client's activity stays within the Starter or Growth plan thresholds.