Step 1: Choose the right OS
Lead Response OS for inquiry speed. Content Ops OS for publishing consistency. Founder Ops OS for executive triage and follow-up.
Client onboarding playbook
How to onboard a client into SATF Agentic OS.
Use this exact sequence when testing a real client. Do not skip verification. The product is not “installed” until the handoff evidence passes.
Universal onboarding sequence
Seven steps. Same discipline for every client.
Step 2: Collect client access
Business name, timezone, intake sources, email/draft channel, alert channel, escalation threshold, approval owner, and first test scenario.
Step 3: Install the client config
Run the installer with the client slug, business name, and timezone. Confirm operating rules were created.
Step 4: Run verification
Run the matching verifier. Require success=true, fail=0, worldClassScore ≥ 95, and a fresh traceId.
Step 5: Review safety gates
Open the safety matrix and prove unsafe sends, publishing, spending, refunds, calendar changes, and commitments are blocked.
Step 6: Walk the client through the handoff report
Explain what was installed, what it does, what it refuses to do, and what evidence proves readiness.
Step 7: Approve the first live action manually
Run one real client scenario in supervised mode. Human approves the first send/publish/commitment before scaling.
Per-product commands
Use the OS-specific installer and verifier.
Lead Response OS onboarding
bash agentic-os/installers/lead-response/install.sh --client CLIENT --business "Client Name" --timezone America/Denver bash agentic-os/installers/lead-response/verify.sh --client CLIENT
Use when slow lead follow-up is costing deals.
Content Ops OS onboarding
bash agentic-os/installers/content-ops/install.sh --client CLIENT --business "Client Name" --timezone America/Denver bash agentic-os/installers/content-ops/verify.sh --client CLIENT
Use when content is inconsistent, stalled, or approval-heavy.
Founder Ops OS onboarding
bash agentic-os/installers/founder-ops/install.sh --client CLIENT --business "Client Name" --timezone America/Denver bash agentic-os/installers/founder-ops/verify.sh --client CLIENT
Use when the founder is the bottleneck for decisions, follow-up, and prioritization.