Heyy Client Workspace Setup (Onboarding)

Heyy Client Workspace Setup (Onboarding)

1. 01

   Create the Heyy workspace and connect channel accounts

   Open the Heyy account for the client and connect WhatsApp, Instagram, Messenger, and the website Live Chat widget. All four channels are the mandatory input for receiving and sending messages, so confirm each connection shows active before moving on.

2. 02

   Select the vendor plan against the client's user and credit math

   Hobby at $49/month gives 1,000 credits, 1 AI employee, 3 MB per AI employee, 3 Actions per AI employee, and 3 channels. Pro at $149/month covers 5 users, 6,000 credits, 2 AI employees, 20 MB per AI employee, 8 Actions per AI employee, and unlimited automations. Ultra at $499/month covers 10 users, 20,000 credits, 3 AI employees, 50 MB per AI employee, and 500 AI assets per AI employee. Annual billing drops these to $41, $125, and $416 respectively. Match the tier to the retainer the agency is charging, not to the client's wish list.

3. 03

   Define the AI employee role for the pilot client

   Scope the first AI employee to lead capture and qualification from inbound messages, support ticket routing, and 24/7 FAQ responses. Keep the role narrow for the pilot so the agency can measure deflection before widening scope.

4. 04

   Build the FAQ response library and lead capture sequences

   Load the client's top 20 questions into the response library and configure capture sequences that collect contact details before handoff. This is the same asset set the Heyy Starter Chat Launch productized offer delivers for a $2,250 fee across roughly 20 hours of setup.

5. 05

   Wire no-code automations for routing and follow-up

   Use the no-code automation builder to route support tickets, tag contacts, and trigger sales follow-up. Pro and Ultra include unlimited automations, so reserve Hobby's 3 Actions per AI employee for the simplest pilot flows only.

6. 06

   Configure the Mini-CRM and shared inbox for the client team

   Set up contact tagging and pipeline stages in the Mini-CRM, then open the shared inbox so the client's front-desk or sales staff see every conversation in one place. Assign inbox ownership before training, not after.

7. 07

   Test across every connected channel before client handover

   Send live test messages through WhatsApp, Instagram, Messenger, and the website widget. Confirm the AI employee responds, captures the lead, and routes correctly on each surface, because a channel that fails silently at launch becomes a support ticket the agency absorbs.

8. 08

   Train client staff and set the branding expectation in writing

   Walk the client's team through the inbox and Mini-CRM, then document that Heyy's client-facing surfaces display Heyy branding. White-label positioning is limited to internal workflow automation, so the agency should not promise a rebranded end-customer portal.