New Client Setup

Let's get your AI agent up and running.

Complete this form so we can configure and launch your AI agent within 7 days.

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Agent
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Accounts
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Tools
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Goals
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Name your AI agent

Give your agent a name — this is how we'll refer to it during setup and in reports.

You can always rename it later.
Please enter a name for your agent.
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Agent accounts

Set up the email account for your agent, and share your Slack details so we can connect everything.

Please create a new email account for your AI agent (e.g. agent@yourbusiness.com) and share the login details below.

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Please enter a valid email address.
Please enter the password.
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Do you already have a Slack account? If yes, please provide your email and password and we'll set it up. If not, we'll create a full Slack account for you — leave these blank.

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Your credentials are transmitted securely over HTTPS and only accessible to your dedicated TurnkeyAI setup engineer.

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Connect your tools

Add up to 5 platforms or apps you'd like your AI agent to access. Leave unused tools blank.

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Tool 1
Click to add credentials
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Tool 2
Click to add credentials
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Tool 3
Click to add credentials
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Tool 4
Click to add credentials
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Tool 5
Click to add credentials
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All credentials are encrypted in transit and only used to connect your tools during setup.

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Personality & Goals

Help us shape your agent's character and define what success looks like for your business.

What is soul.md?

Think of soul.md as your AI agent's personality. It defines who your agent is — its name, how it communicates, its tone, and what it should (or should never) do. This is what makes your agent feel like a natural extension of your business rather than a generic bot.

"My agent should be professional but friendly, always sign off with our business name, and never discuss competitors."
Please describe your agent's personality.

What is goal.md?

goal.md is where you tell your AI agent what success looks like for your business. Think in numbers and targets — not tasks, but outcomes. Your agent will use these goals to prioritise what it does and how hard it works.

"Get 10 new clients per month", "Book 20 calls per week", "Generate $50,000 in revenue this quarter", "Respond to every lead within 15 minutes."
Please share your business goals.


You must accept the terms and conditions to continue.

You're all set!

We've received your onboarding details. Your TurnkeyAI engineer will be in touch within 24 hours to kick off your setup.

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