Adding a client

Ask your AI Admin

Tell it the client's name and, if you have it, the website. It confirms what it is about to create and does it on your yes.

Your agency

Channels

Workers

Ada

Ada

Sam09:14

Add Globex as a client. globex.example

AdaAPP09:15

I'll create the client Globex with globex.example as its website, which gives it a logo and a description. No worker is assigned yet; tell me which one when you're ready. OK?

Sam09:18

OK

AdaAPP09:23

Done. Globex is in the tray on your Company chart until someone places it.

In control

1. Open Clients and press New Client, or open Company, press Add, and choose Client.
2. Type the Company name. The slug under it is the client's short name in URLs; click it to change it.
3. Add the Website URL if you have it. Ergoly uses it for the logo and a public description.
4. Optionally paste a Slack Channel ID for the channel you share with the client. You can do this later from the worker instead.
5. Press Create client.

From a channel

When a worker joins a channel and no client matches, it offers New client…. That creates the client and maps the channel to it in one step. See Slack.