dassi Client Workspace Setup (Onboarding)

dassi Client Workspace Setup (Onboarding)

1. 01

   Install the dassi extension in the client's Chrome, Edge, or Brave profile and complete the vendor onboarding flow.

   Setup complexity is rated medium and no published time-to-value duration exists, so budget a full session rather than promising same-day delivery. Confirm the browser profile is the one holding the accounts the agent will act on.

2. 02

   Confirm the client's signed-in accounts are reachable from that browser profile before teaching any job.

   dassi operates on accounts the client is already signed into, so no separate integrations or API setup is required. If the client's ops team works in a different profile or device, resolve that first or the taught job will fail at run time.

3. 03

   Have the client describe the first recurring task in plain English, then walk dassi through it once.

   The vendor's own examples are reconciling payouts against orders, screening applicants and updating an ATS, and building weekly reports from dashboards into a template. Pick the task the client repeats most often, not the most impressive one.

4. 04

   Set the sites, schedule, and approval rules for the taught job.

   Flag any action that touches money, sends a message, or changes a record so dassi pauses for human approval. Unattended execution is only safe once the flagged list is agreed in writing with the client.

5. 05

   Run the job in supervised mode and capture run history before handing over.

   dassi runs only while the browser is open, so it cannot execute on a true server schedule. Agree with the client which machine stays open and when, or the schedule will silently miss runs.

6. 06

   Choose the vendor tier the agency will deliver on and record the cost against the retainer.

   Starter is $25/month ($21 annual) and saves roughly 16 hours of work monthly; Pro is $100/month ($83 annual) at roughly 64 hours; Max is $300/month ($250 annual) at roughly 200 hours. A developer tier at $10/month is also published. Match the tier to the client's task volume, not to the agency's margin target.

7. 07

   Write the client runbook covering how to pause a job, modify a job definition, and escalate a failed run.

   The dassi Task Starter Pack is priced at $1,800 for 16 hours of setup and includes three recurring task automations, approval rules, scheduling, and this runbook. Expect 15 to 30 minutes of setup per additional client and recurring support for workflow refinement.