Stammer AI Client Agent Deployment (Onboarding)

Stammer AI Client Agent Deployment (Onboarding)

1. 01

   Create a new client workspace in the Stammer AI dashboard

   Navigate to the 'Clients' section and click 'Add Client'. Enter the client's business name and assign a unique subdomain for their branded portal.

2. 02

   Configure white-label branding for the client

   Go to 'Branding Settings' and upload the client's logo, set their brand colors, and customize the domain (e.g., clientname.yourdomain.com). Ensure all client-facing interfaces show only the client's brand.

3. 03

   Build an AI chatbot agent

   In the 'Chat Agents' tab, click 'Create Agent'. Select the 'Website Chat' channel. Upload the client's knowledge base (up to 5M characters on Agency plan) using their FAQ, website content, or PDFs.

4. 04

   Integrate appointment booking

   Under 'Integrations', connect the client's Google Calendar or Calendly account. Configure the agent to check availability and book appointments directly in the conversation.

5. 05

   Deploy the chatbot on the client's website

   Copy the generated embed code from the 'Deploy' section and provide it to the client for installation. Alternatively, use the direct link option for a pop-up widget.

6. 06

   Set up a voice agent for inbound calls

   In 'Voice Agents', create a new agent. Assign a phone number (via Twilio integration) and configure the voice flow for lead qualification or support routing. Test the call flow using the built-in simulator.

7. 07

   Enable client dashboard access

   In 'Client Settings', toggle on 'Client Dashboard'. The client will see their own analytics, chat transcripts, and call logs without accessing your agency backend.

8. 08

   Run a live test and handoff

   Initiate a test chat and a test call to verify lead capture, appointment booking, and brand display. Review the conversation logs in the 'Analytics' tab. Once approved, provide the client with login credentials to their dashboard.