AgentDisplay Client Board Configuration (Onboarding)

AgentDisplay Client Board Configuration (Onboarding)

1. 01

   Create a free AgentDisplay account and generate a unique display URL for the client

   Navigate to the AgentDisplay dashboard and select 'New Board'. Copy the generated URL; this acts as the public credential for the client's board.

2. 02

   Configure the board's agent slots

   In the board settings, assign up to 3 agents for the Free plan or more if the client is on a paid plan. Name each agent slot to match the client's workflow (e.g., 'Lead Qualifier', 'Invoice Processor').

3. 03

   Test the display URL with a sample HTTP POST

   Send a test POST to the display URL with query parameters like status=running and message='Test run'. Verify the board updates in real time on desktop and mobile.

4. 04

   Integrate the client's agents to post status updates

   Modify the agent's code (e.g., in Claude Code, n8n, or bash) to send HTTP POST requests to the display URL at key milestones: running, waiting, complete, error, blocked. Include custom metrics like tasks completed as parameters.

5. 05

   Set up email alerts for error and blocked states

   In the AgentDisplay settings, enable email notifications for when an agent goes into error or blocked status. This ensures proactive issue detection for the client.

6. 06

   Create a branded shareable dashboard URL

   Customize the board's display name and any branding options available in the settings. Share the URL with the client for self-monitoring.

7. 07

   Document the monitoring workflow and hand off to the client

   Prepare a short guide explaining how to read the board, what each status means, and how to interpret custom metrics. Deliver this along with the dashboard URL.