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Client Onboarding

Configure Your
Agent Deployment.

A structured onboarding workflow for AM Catalyst clients to capture contact details, channel setup, agent behavior, security posture, and deployment notes in one clean export.

Start Onboarding →
7
Guided onboarding steps
4
Generated setup artifacts
AaaS
Built for agent deployment readiness
📋 Basic Client Information
Full name of your primary contact
Format: (XXX) XXX-XXXX - automatically formatted
📡 Channel Configuration

Select which messaging platforms this client will use:

🤖 Agent Configuration
Unique identifier for this agent
What is the agent's purpose?
Define how the agent should behave and respond
🔒 Security & Access Control
💰 Billing & Tracking
🔑 LLM API Keys & Channel Credentials
Note: You can skip adding keys now and fill them in later. Copy and paste your API keys below or add custom providers.

Select your LLM providers and enter API keys. You can add up to 4 providers.

Add credentials for the channels you selected:

Setup: Create a Slack App at api.slack.com, enable Socket Mode, add required scopes, and copy the tokens here.
Setup: Create an application at discord.com/developers, create a bot, enable Message Content Intent, and copy the token.
Setup: Register at dev.teams.microsoft.com, create OAuth2 credentials, and copy them here.
Setup: Talk to @BotFather on Telegram, create a new bot with /newbot, and copy the API token here.
Setup: Create a Twilio account at twilio.com, enable WhatsApp, and copy your Account SID and Auth Token.
✅ Review & Generate Files

Please review your information below. When you continue, this page will generate and download OpenClaw-ready setup files for this client.

Client Information

Client Name:-
Company:-
Email:-
Billing Email:-

Agent Configuration

Agent Name:-
Model:-
Channels:-
Security Level:-

Project Details

Phase:-
Deployment Date:-