PSV client onboarding

Turn operating knowledge intoan AI employee your team can trust.

Map the job, connect the right systems, define the exact output, and prove what success means before launch. Every open question has an owner. Every acceptance decision carries evidence.

Invite-only. Autosaved. Passwords and one-time codes never belong in this portal.

One source of truth

From kickoff to acceptance.

Five readiness lanes keep scope, access, controls, proof, and signoff aligned. The workspace shows what is known, what remains open, who owns it, and what evidence closes the gap.

  1. 01

    Information

    Company context, stakeholders, agent charter, workflows, and judgment rules.

  2. 02

    Access

    Least-privilege connections with ownership, scope, expiry, and capability proof.

  3. 03

    Security

    Data classes, licensing, procurement, retention, and provider restrictions.

  4. 04

    Testing

    Golden fixtures, expected outputs, edge cases, tolerances, and evidence.

  5. 05

    Acceptance

    Named reviewers, measurable criteria, UAT signoff, and a launch gate.

Built for a clean launch

Clarity

Define the complete job

Capture triggers, inputs, steps, decision rules, exceptions, exact outputs, destinations, service levels, and approval boundaries in one workflow contract.

Control

Connect access safely

Prefer OAuth and dedicated service identities. Track purpose, scope, authorization, testing, approval, expiry, and revocation as separate facts.

Proof

Accept outcomes with evidence

Use real fixtures, expected outputs, measurable tolerances, named reviewers, and a versioned signoff record before an AI employee is called launch-ready.