Skillsync Client Workspace Setup (Onboarding)

Skillsync Client Workspace Setup (Onboarding)

1. 01

   Install the Skillsync Mac app and add the plugin for the client's primary agent

   Cover Claude Code, Codex, or OpenCode first, whichever the client's engineers open most often. The Mac app installs plugins automatically, so no per-agent manual wiring is needed on macOS.

2. 02

   Add the open-source skl CLI to any Linux, Windows, or remote-server machines in the client's stack

   The Mac app does not cover those environments. Confirm the CLI is on PATH before the first indexed session, otherwise remote work never enters the recall pool.

3. 03

   Create the team workspace and invite the client's engineers as seats

   Pro is $20 per seat per month and includes shared workspaces and the skill library. Size the seat count to engineers who actually run prompts, not to headcount.

4. 04

   Leave sessions private and share only the ones the client should see

   Skillsync keeps sessions private until explicitly shared. Default to private during onboarding so a contractor's exploratory prompts do not surface in the client's recall.

5. 05

   Seed the skill library with the client's recurring conventions

   Load naming rules, framework choices, and review checklists as skills so every agent in the workspace recalls the same standards instead of re-deriving them per session.

6. 06

   Run a live recall test with a prompt the client has already solved

   Ask an agent to repeat a task from a prior session and confirm the cited recollection appears in under 1 second. If nothing surfaces, the session was never indexed or sits outside the shared set.

7. 07

   Show the global hotkey overlay to the client's team

   The overlay searches sessions from any app, which is the feature engineers adopt fastest. Walk through one search together so the habit starts on day one.

8. 08

   Record the vendor tier and seat count in the retainer file

   Your published cost basis is the Pro seat price. Anything you bill above it is the margin on the workspace management retainer, so keep the number current as seats change.