Client Onboarding Workflow

When to Use

When the user asks to onboard a new client or set up a new client account.

Instructions

Step 1: Gather Client Info

• •Client name (company name)
• •Contact email
• •Plan: starter | growth | enterprise
• •Primary use case / workflow to automate

Step 2: Create Client Record

1. •Add client to InstantDB via the dashboard or API:
   typescript

   import { db } from "@/lib/instant";
   db.transact(
     db.tx.clients[id()].update({
       name: "Client Name",
       email: "client@example.com",
       company: "Company Inc",
       plan: "growth",
       status: "onboarding",
       createdAt: new Date(),
       updatedAt: new Date(),
     })
   );
   

Step 3: Create Agent

1. •Use the flowaudit-agent skill to scaffold their first moat bot.
2. •Configure the agent for their specific workflow.
3. •Link the agent to the client in InstantDB.

Step 4: Configure Agent

1. •Set up skills for their workflow.
2. •Configure tools and integrations.
3. •Test the agent with sample inputs.

Step 5: Activate

1. •Deploy the agent to OpenClaw gateway.
2. •Verify the agent responds correctly.
3. •Update client status from "onboarding" to "active".

Step 6: Documentation

1. •Update docs/tracking/change_log.md with new client.
2. •Create a note in docs/tracking/insights.md if anything notable was learned.

Conventions

• •Client status flow: onboarding → active → (optionally churned)
• •Each client gets at least one agent
• •Agent names follow pattern: {client}-{purpose}-agent