Your First Client Setup

Overview

In this module, you’ll set up your first client on the platform. This covers the admin workflow you’ll repeat for every new client.

Step 1: Create a Customer

Customers are the top-level billing entity. Each business client gets one customer record.

Through the admin dashboard:

1. Navigate to Customers and click Add Customer
2. Enter the customer name (e.g., “Acme Realty”)
3. Save — the platform generates a unique customer ID

Step 2: Generate an API Key

API keys allow programmatic access. Useful if the client wants to integrate OpenIntent into their own systems.

Through the admin dashboard:

1. Open the customer you just created
2. Click Generate API Key
3. Give it a label (e.g., “Acme Production Key”)
4. Copy the key immediately — it is only shown once at creation time

Important: The full key value cannot be retrieved again after creation. Store it securely and share it with your client through a secure channel.

Step 3: Set Up User Authentication

Users authenticate through the platform’s identity provider. You need to:

1. Set up your login system (or use your existing one)
2. Register users — either manually or enable self-registration
3. Configure the mobile app — point it at your login system

When a user logs in for the first time, OpenIntent automatically provisions their account:

• Creates a user record with their identity and email
• Sets up default preferences
• Begins the onboarding flow

User Auto-Provisioning

No manual user creation is needed. The flow is:

User opens app → Logs in → First interaction with the platform
→ Platform checks: does this user exist? No → creates user account
→ Onboarding begins

Step 4: Configure the Onboarding Flow

When a new user first logs in, the AI conducts an onboarding conversation to learn about them:

• Their name and role
• Their business type
• What they want to automate
• Their preferences (timezone, communication style)

This information is stored as user memories and preferences, which personalize every future interaction.

The mobile app handles this automatically for new users — no manual triggering required.

Step 5: Enable Tools for the Client

By default, new users don’t have any tools enabled. You decide which tools each client gets access to.

View Available Tools

Through the admin dashboard, navigate to the Tool Catalog to see all approved tools (37+ built-in tools).

Enable Tools for a User

Users can enable tools through the app, or you can pre-configure them through the admin dashboard.

As an agency, you’ll typically pre-configure a tool set for each client type:

Client Type	Recommended Tools
Real estate agency	Send email, create calendar events, manage calendar, CRM contacts, CRM leads, web search
Marketing agency	Send email, web search, fetch web pages, translate text, CRM lead management
Accounting firm	Sales invoices, purchase invoices, journal entries, payment entries, expense claims, calculator
General small business	Send email, manage calendar, weather, calculator, web search, to-do lists

Step 6: Set Up Integrations

Connect the client’s existing services. This requires configuring integration providers at the admin level first.

Admin: Configure an Integration Provider

Through the admin dashboard:

1. Navigate to Integrations > Providers
2. Click Add Provider (e.g., Google)
3. Enter the provider credentials (client ID and secret from the provider’s developer console)
4. Select the permissions your clients will need (e.g., email sending, calendar access)
5. Save

User: Connect an Integration

Once the provider is configured, users connect from the app:

1. Open the app and go to Integrations
2. See a list of available services to connect
3. Tap Connect on the desired service (e.g., Google)
4. A browser window opens for the user to log into their account and grant permissions
5. Once authorized, the integration is active and the AI can use related tools

Step 7: Customize the System Prompt (Optional)

Each user gets a dynamic system prompt that tells the AI who they are and how to help them. You can customize this prompt to match the client’s business vertical.

For example, a real estate client’s prompt might instruct the AI to:

• Help manage property listings and schedule showings
• Follow up with leads on a 48-hour cadence
• Always check the calendar before suggesting meeting times

A marketing client’s prompt might focus on:

• Campaign scheduling and content calendars
• Lead nurturing sequences
• Reporting and analytics

The prompt automatically includes the user’s name, current time, memories, open tasks, and pending questions — no manual setup needed for those.

Checklist: New Client Onboarding

• Create customer record through the admin dashboard
• Generate API key if needed
• Register user in the login system
• User logs into mobile app (auto-provisions)
• Onboarding conversation completes
• Enable appropriate tools
• Configure integrations (Google, etc.)
• Customize system prompt for their use case
• Set up initial automated tasks (Module 07)
• Configure branding (Module 10)

Hands-On Exercise

1. Use the admin dashboard to create a test customer called “Demo Agency”
2. Generate an API key for the customer
3. Log into the mobile app as a new user
4. Complete the onboarding flow
5. Enable at least 5 tools from the catalog
6. Connect a Google account integration