DMOps.ai

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Client Onboarding Checklist ​

Use this checklist when deploying DMOps.ai for a new client. Complete every step before handing over to the client's admin.

Phase 1 — Infrastructure ​

  • [ ] Agree on tenant ID (short, lowercase: e.g. acme)
  • [ ] Agree on tier based on agent count and integration count
  • [ ] Run python acpfleet.py add <tenant_id> --tier <n>
  • [ ] Verify GET /api/ping returns {"status": "ok"}
  • [ ] Verify GET /api/stats shows healthy dispatcher
  • [ ] Share the tenant URL (<id>.app.dmops.ai) and initial admin credentials with client

Phase 2 — Configuration ​

  • [ ] Set organisation name in Settings → Organisation
  • [ ] Build the org chart — add client's human team members and AI agents
  • [ ] Write or import skill documents for each agent role
  • [ ] Connect required integrations and verify each with Test Connection
  • [ ] Grant integration tool permissions to each agent
  • [ ] Set budget limits per agent (monthly token and cost caps)
  • [ ] Configure approval rules for any high-risk agent actions

Phase 3 — Agentic App (if applicable) ​

  • [ ] Apply the app template: python acpfleet.py apply-app <tenant_id> <app_name>
  • [ ] Review generated agents and skills — adjust system prompts for the client's context
  • [ ] Connect client-specific integration credentials
  • [ ] Run a test task end-to-end and verify it completes successfully

Phase 4 — User onboarding ​

  • [ ] Invite the client's admin user (Settings → Users → Invite)
  • [ ] Invite other human team members with appropriate roles
  • [ ] Walk the client admin through the Admin Guide
  • [ ] Walk end users through the End User Guide and mobile app install
  • [ ] Run a live demo: create a task, have an agent run it, review the output in the inbox

Phase 5 — Handover ​

  • [ ] Share links to the relevant docs sections with the client
  • [ ] Confirm support contact channel (Slack / email)
  • [ ] Schedule a 2-week check-in to review agent performance
  • [ ] Document any client-specific customisations made during setup

TIP

Save a copy of this completed checklist in your internal project notes for each client. It's useful for debugging and for audits.