2.1 Signing up a new customer (manual 38)
Section titled “2.1 Signing up a new customer (manual 38)”It can fill in Business name, Slug, Administrator name, Administrator email and Language, and tap “Create customer”. It only points out the Vertical (it’s a catalog that grows over time, not a closed list fixed forever), and it never fills in the administrator’s initial password — the system flatly rejects any attempt to declare a password field in a manifest, so it isn’t even among the things the assistant could touch; that data you type yourself.
2.2 Inviting someone to your team (manual 41)
Section titled “2.2 Inviting someone to your team (manual 41)”It can fill in Name, Email and Role (Owner or Member), and tap “Create user” — the password, just like when signing up a customer, is never filled in by the assistant.
2.3 Brand (manual 41)
Section titled “2.3 Brand (manual 41)”It can fill in Primary color, Accent color, Product name, Default language, Terms and conditions URL and Privacy policy URL, and tap “Save changes”. Uploading the logos (light background, dark background, favicon) it only points out — they’re files, and picking a file from your computer isn’t something the assistant can do for you.
2.4 Assigning a plan to a customer (manual 38)
Section titled “2.4 Assigning a plan to a customer (manual 38)”Guidance only. Choosing which customer and which plan is a flow with data that keeps changing (your own customer portfolio, your own plan catalog) — the assistant takes you to the screen and walks you through it, but you choose.
2.5 The rest of the console
Section titled “2.5 The rest of the console”Overview, Customers (the list), Referrals, Team (the list), Activity, Plans (the catalog) and AI: the assistant takes you to any of them and highlights where everything is, even though it doesn’t yet fill in forms there — coverage will keep expanding over time, the same way it has on your customers’ Platform (manual 58).
