Lunara AI Client Workspace Setup (Onboarding)

Lunara AI Client Workspace Setup (Onboarding)

1. 01

   Provision the client tenant in the multi-tenant dashboard

   Create a new client account from the admin panel. Assign a unique subdomain or custom domain for white-label branding, and note the tenant ID for later API calls.

2. 02

   Configure telephony routing via Twilio or SIP trunk

   In the telephony settings, connect the client's Twilio account or custom SIP trunk. Set the primary inbound number and define fallback routing rules for after-hours or overflow.

3. 03

   Upload client documents for RAG knowledge integration

   Navigate to the knowledge base section and upload the client's FAQs, service menus, or policy documents. Enable the RAG index so the voice agent can retrieve accurate answers during calls.

4. 04

   Build the voice agent call flow

   Use the voice agent builder to script the greeting, intent recognition, and response logic. Configure appointment booking actions and set escalation triggers to hand off to a human operator when needed.

5. 05

   Configure the messenger bot for WhatsApp and Telegram

   In the messenger bot settings, connect the client's WhatsApp Business API and Telegram bot token. Map common intents to the same knowledge base and set up automated replies with fallback to human chat.

6. 06

   Test latency and call quality

   Place a test call through the platform to verify the 300-600ms latency target. Check audio clarity and confirm that the agent correctly handles a sample booking scenario.

7. 07

   Enable billing and set client pricing

   In the billing engine, configure the client's subscription plan and per-minute or per-call pricing. Ensure invoices are generated automatically under your white-label brand.

8. 08

   Train client staff on dashboard usage

   Provide the client with access to their tenant dashboard. Walk them through call log review, live call monitoring, and how to update the knowledge base for future changes.