MyHandler Client Device Provisioning and Channel Connection (Onboarding)

MyHandler Client Device Provisioning and Channel Connection (Onboarding)

1. 01

   Confirm the client machine runs Windows and that the engagement is scoped to a single named user.

   MyHandler is a Windows-only desktop application with no documented multi-tenant layer, so each client seat needs its own install. If the retainer covers a team, price one licence per person rather than assuming a shared workspace.

2. 02

   Install MyHandler and verify the encrypted on-device database is created before any channel is connected.

   The local database is the product's core asset. Confirm it exists and is encrypted first, because every later step (screen capture, transcripts, inbox sync) writes into it.

3. 03

   Connect the client's email account (Gmail, Outlook, or IMAP) as the first channel.

   The Free plan allows 3 connected channels, Personal allows 8, and Business allows 25. Count the client's real inboxes, Slack, Teams, SMS, Telegram, and Discord surfaces before choosing a plan, because channel count is the first hard ceiling an agency hits.

4. 04

   Add calendar and file folder channels, then set AI classification rules on each.

   AI classifications are metered separately from credits: 250 per month on Personal and 500 per month on Business. Write the classification rules narrowly at onboarding so the client does not burn the monthly allowance on low-value mail in week one.

5. 05

   Enable Ghostwriter drafting and test it against a live email thread.

   Ghostwriter reads the current thread and pulls context from the client's calendar and files. Run one real reply end to end with the client watching, so they see the draft source before they trust it on client-facing correspondence.

6. 06

   Configure voice dictation and voice commands, and confirm the monthly voice minute allowance.

   Voice minutes are capped at 1 per month on Free, 10 on Personal, and 30 on Business. If the client plans to dictate meeting notes daily, the Business tier is the only realistic option and the agency should say so at onboarding rather than after a failed month.

7. 07

   Decide the cloud AI posture with the client and record the decision in the delivery notes.

   Cloud AI is optional and can be disabled entirely, which keeps all processing local. For clients handling regulated or confidential material, disable it and document that choice so the retainer scope is unambiguous.

8. 08

   Hand over a one-page operating note covering searchable memory queries, the credit balance, and who to contact when a channel disconnects.

   Credits run 300 per month on Free, 2,000 on Personal, and 5,000 on Business. Give the client the number and the reset cadence so support tickets about exhausted credits do not become unpaid agency hours.