Weav Client Workspace Setup (Onboarding)

Weav Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace and confirm the plan tier against expected message volume

   Plus at $29/month caps at 500 AI messages and 2 teammates, Pro at $119/month gives 5,000 messages and 3 teammates, Max at $359/month gives 20,000 messages and 5 teammates. Pick the tier from the client's last 90 days of ticket count, not from their optimism.

2. 02

   Sync the client website URL and upload documentation to the training data field

   Training data caps are 1MB on Plus, 10MB on Pro, and 50MB on Max. Compress PDFs and strip duplicate help articles before upload so the knowledge base fits the tier the client is paying for.

3. 03

   Connect the unified inbox channels: client email account plus Shopify, Stripe, or Google Drive

   Shopify and Stripe connections let Weav answer order status and billing questions without a human. Google Drive syncing keeps policy documents current when the client edits them.

4. 04

   Enable AI actions and map each one to a top support question

   Plus allows 5 enabled AI actions, Pro 10, Max 25. Rank the client's historical tickets by frequency and enable actions in that order so the highest-volume questions resolve autonomously first.

5. 05

   Run a historical ticket replay before going live

   Feed a sample of past resolved tickets through the AI agents and compare drafted replies against what human agents actually sent. Flag any category where the draft drifts from client tone or policy, then correct the training source rather than patching individual replies.

6. 06

   Set escalation routing so complex issues reach a named human teammate with full context

   Define which intents always escalate (refunds above a threshold, legal language, account deletion) and confirm the assigned teammate exists on the plan's seat count.

7. 07

   Decide on branding removal before the client sees the interface

   White-label branding removal costs $99/month per platform. On a $450/month starter retainer that fee consumes over a fifth of the fee, so quote it as a separate line item or leave Weav branding in place.

8. 08

   Record the baseline resolution rate and schedule the first monthly review

   Log the pre-launch human resolution rate and the target of over 70% autonomous resolution. The monthly review compares against this baseline so the agency can defend the retainer with numbers.