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Client Onboarding Agent

Automates new client onboarding — tenant provisioning, database setup, welcome flows. New client live in minutes.

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What This Agent Does

How it works.

When a new client signs up or is added to the IT Portal, this agent automatically provisions their tenant environment, initialises their database with the correct schema, sends a branded welcome WhatsApp message sequence, and creates their first admin user account. No manual setup needed.

Inputs

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Client name
Business name used as tenant identifier
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Email & phone
Used for admin login and welcome WhatsApp
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Plan type
Determines features, limits and billing
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Domain preference
Subdomain or custom domain to configure
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Vertical selected
Hotel / school / clinic — applies vertical-specific schema

Outputs

Tenant database provisioned
Isolated DB schema created and seeded
Admin account created
First admin user with temporary password
Welcome WhatsApp sent
Branded message with login link and credentials
Domain configured
DNS, SSL and Nginx vhost ready in minutes
Onboarding checklist sent
Step-by-step checklist shared with client

Automation Flow

New client added
Captured via signup form or admin panel
Plan validated
Payment received and plan limits applied
DB provisioned
Tenant database created and seeded
Admin account created
First admin user with temporary password
Domain configured
DNS record, SSL certificate and Nginx vhost
Welcome WhatsApp sent
Branded message with login link and credentials
Checklist shared
Onboarding checklist delivered to client
Client is live
Tenant ready to use — no manual handoff
Tech Stack
MySQLNode.jsWhatsApp Business APINginx configDNS API
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Ready to run Client Onboarding Agent?

We configure, test and hand it over running in your environment. Fixed price, no recurring fee.

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