Fyxer Client Workspace Setup (Onboarding)

Fyxer Client Workspace Setup (Onboarding)

1. 01

   Connect the client's Gmail or Outlook account and calendar to Fyxer

   Use the client's own mailbox credentials, not a shared agency inbox. Fyxer labels incoming mail, records meetings, and tracks follow-ups only after this connection is live, so nothing downstream works until it is done.

2. 02

   Create a personal space per client and assign shared spaces to the delivery seat

   The Free plan caps at 3 personal spaces. Pro gives unlimited personal spaces plus 3 shared spaces per seat, which is the tier to use once an agency is running more than three client mailboxes through one seat.

3. 03

   Set priority labels and test draft replies against the client's tone

   Fyxer drafts in the user's writing style, so run three or four real client threads through it and correct the output before the client sees anything. Confirm the prioritized inbox surfaces the communications the client actually cares about.

4. 04

   Verify meeting recording and action item capture on one live client call

   Record a real meeting, check that the summary lists action items, and confirm the follow-up list refreshes afterward. Audio meeting notes are available even on the Free plan, so this is a low-risk test.

5. 05

   Confirm credit consumption against the plan ceiling

   Free includes 400 credits a month. Pro includes 3,000 credits per month per paid member. Track usage in the first week so a heavy client mailbox does not exhaust the allowance mid-month.

6. 06

   Hand the configured workspace to the delivery owner with a written escalation path

   Document which labels mean what, who reviews draft replies before sending, and how the client raises a misfiled email. This is the handoff point between onboarding and the monthly retainer.