Onboard Runbook

Agencies reselling voice agents may repeat the same client onboarding work: collect sources, draft knowledge, configure behavior, interview stakeholders and test the result. Onboard Runbook proposes a multi-tenant, white-label workflow that turns those steps into a traceable delivery record. The supplied research confirms an open-source set of onboarding skills reported to compress this process, an agency billing and portal product without the delivery pipeline, and a proprietary platform copilot limited to its own ecosystem. That validates the workflow and direct substitutes while leaving a cross-platform commercial runbook as a testable gap.

A client's public website is not automatically authorized for reuse, complete, current or safe to treat as source truth. Pages can contain third-party content, legal disclaimers, outdated prices, prompt-injection text and claims that should never become agent instructions. Scraping must follow client authority and source terms. A generated knowledge base is a draft until content owners verify exact passages, applicability and omissions. A discovery interview requires recording notice, consent, role clarity and correction. A draft agent cannot receive production credentials, place calls, book appointments, make promises or change client systems without separate delegated authority and testing.

Client identity, agency membership, source authorization, retrieved representation, extracted claim, citation, knowledge draft, content-owner finding, approved fact, discovery question, stakeholder answer, transcript correction, configuration proposal, test case, test result, client approval, credential grant, deployment, production observation, correction and business outcome remain separate. The reported thirty-minute workflow is evidence about an open-source implementation, not a delivery guarantee. The first release should prove one vertical template and sandbox-only onboarding before white-label scale.

An agency owner or delivery lead repeatedly onboarding voice-agent clients and seeking a consistent, client-visible process across research, discovery, configuration and acceptance testing.