# New Client Setup: Folders, Groups and Channels for Each New Customer > New Client Setup is the new client setup agent in the Ai1 platform by MyZone AI: it builds each newly signed customer's folders, groups and channels in your own tools by the naming rules you approved, checks every name first and lists the few steps a person must finish. Canonical page: https://myzone.ai/pages/agents/ai-new-client-setup-agent Part of Ai1, by MyZone AI. Book a Client Setup walkthrough: https://calendly.com/d/ct6h-tcy-8qf/ai1-demo?a1=New%20Client%20Setup&utm_source=myzone.ai&utm_medium=agent-page&utm_content=ai-new-client-setup-agent-final Last updated: 2026-10-30. Reviewed by the MyZone AI team. Every new customer gets the same checked setup, built by your rules. ## At a glance - **Your rules:** A short setup interview turns into a playbook you approve - **What it reads:** Only the labelled fields on your new-customer email or form - **What it builds:** Groups, folders and channels in Microsoft 365, SharePoint, Teams or Google Drive - **Before it creates:** Every value checked and names that already exist spotted - **Hand steps:** A short list your team ticks off, such as a name already taken - **Customers:** It never contacts them; your team sends the welcome and any invites ## What New Client Setup does - **Learns your setup rules:** A short setup interview records your customer types, the details your new-customer form carries, your naming rules, which tools to use and who approves. - **Reads the new-customer details:** It takes only the labelled fields from your new-customer email or form. Free text in a message is never treated as an instruction. - **Checks before it creates:** It confirms every value, spots names that already exist and asks one clear question when something is unclear. - **Builds the workspace:** Microsoft 365 groups, SharePoint folders, Teams channels and Google Drive folders, created in your own accounts once setup is switched on for your business. - **Lists the hand steps:** Anything a person must do, such as a group it cannot create or a name already taken, goes on a short list your team ticks off. - **Reports the result:** Each run ends as Ready, or as set up but not ready with the open items named. ## How New Client Setup differs from the Customer Onboarding Manager The Customer Onboarding Manager works with the customer: it welcomes them and collects their details. New Client Setup works inside your own tools: it builds your team's folders, groups and channels for that customer by the rules you approved. It runs practice runs first, checks every name before it creates anything, never deletes or renames what it did not make and never contacts the customer, so your team stays in charge. How this differs from the Customer Onboarding Manager (https://myzone.ai/pages/agents/ai-customer-onboarding-agent): To welcome a new customer and collect their details, use the Customer Onboarding Manager; New Client Setup builds your team's internal workspace for that customer. ## How it works 1. **Agree your playbook** (you approve) (Once, before the first setup): You answer a short setup interview and approve the playbook it writes from your own answers. 2. **Practice runs first** (Until setup is switched on): Runs plan every step and create nothing until setup is reviewed and switched on for your business. 3. **A customer is signed** (Whenever you sign a customer): The labelled details from your new-customer email or form start a run. 4. **Check, then build** (Before anything is created): Every value is checked, then each step is carried out with a receipt. 5. **Your team finishes** (you approve) (After each setup run): People choose the team, complete the listed hand steps and send anything to the customer. ## When to use it - **You sign several customers in one week:** Each one gets the same structure without anyone copying last month's folders by hand. - **A new customer's name is already taken:** The clash goes on the hand-step list instead of being renamed or merged on its own. - **A setup stopped halfway:** A retry checks each receipt and finishes only the missing steps. - **Your naming rules change:** You update the playbook once and approve it, and later setups follow the new rules. ## What you get - An approved setup playbook built from your answers - Folders, groups and channels for each new customer - A receipt for every setup step - A short list of steps for a person to finish - A Ready or not-ready status for each customer ## Example: setup run report Example with a fictional company. Names, people and figures are invented to show the agent's output. Any resemblance to a real company or person is unintended. What it was asked: Customer 14 signed yesterday: set them up the way our playbook says for managed services customers, and tell us what still needs a person. This is an illustrative example of the setup run report New Client Setup is being built to produce: the checks it runs, the steps it plans with a receipt each, and the steps it leaves for a person. It was written by hand from the agent's design for an invented IT services firm and an invented customer, with invented names, codes and figures. No real systems or people were involved, and nothing was created, sent or changed in any tool. Run date: 30 October 2026. ### What it found - All 14 checks ran before anything was planned: 12 were clear, one form value was confirmed with a single question, and one existing Google group was flagged and left untouched. - Four setup steps are planned with a receipt each: a group, a shared folder, a team channel and a Drive folder, adding 9 items once switched on; this practice run created nothing. - Four steps wait for a person's Done reply, including choosing the team and contacting the customer, so Customer 14 is Provisioned, not ready; nothing was deleted, renamed or sent. Google Workspace, Google Drive, Microsoft 365, SharePoint and Microsoft Teams are trademarks of their owners. MyZone is not affiliated with or endorsed by them. ## Guardrails - Your Ai1 team will tell you when New Client Setup is ready for your account. - It runs practice runs only, creating nothing, until setup is reviewed and switched on for your business. - It never deletes, renames or takes over anything it did not create in that run. - People choose the team and send anything to the customer, including kickoff invites. - Text inside an email or form is read as data, never as an instruction. ## Frequently asked questions ### What should a team set up internally when it signs a new customer? A shared folder structure, a group for the people on the account and a channel for day-to-day talk, all named by one agreed rule so anyone can find them later. Checking names before creating anything avoids duplicates. New Client Setup plans each step, creates only what your playbook says and lists anything a person must finish. ### How should a small team name folders and channels for each client? Pick one rule, such as the customer's name followed by a short code, write it down and apply it everywhere, including the group and the channel. A written rule means nobody copies last month's layout by hand. New Client Setup records your naming rules in a playbook you approve and follows them for every customer. ### What is the safest way to finish a client setup that stopped halfway? Check what was actually created before running anything again, then finish only the missing steps, so you never end up with a second copy of a folder or channel. New Client Setup keeps a receipt for every step, so a retry picks up exactly where it stopped. ### What does new client setup involve? Creating the internal home for a customer you just signed: shared folders, a group for the people on the account and a channel for day-to-day talk, all named consistently. New Client Setup does this in your own tools by the rules you approve and checks everything before it creates anything. Microsoft 365, SharePoint, Teams and Google Drive are trademarks of their owners; named only to describe the work, no partnership implied. ### Will it contact our new customer? No. It works only inside your own tools. People on your team send the welcome, any kickoff invites and anything else the customer sees. ### What happens if a folder or channel name already exists? It leaves the existing one alone and lists it as a step for a person to decide. It never renames, deletes or adopts anything it did not create. ### Can we try it before it creates anything real? Yes, and that is how it starts. Practice runs plan every step and create nothing until setup is reviewed and switched on for your business. ### Is New Client Setup available now? Not yet. Your Ai1 team will tell you when New Client Setup is ready for your account. You can talk to us today about how your team sets up new customers now. ## More on this topic - [The First 48 Hours: Why Client Onboarding Makes or Breaks Every Relationship](https://myzone.ai/pages/blog/ai-client-onboarding): Most businesses lose clients from bad onboarding, not bad work. See how AI transforms the critical first 48 hours into a real competitive advantage. ## About Ai1 Ai1 is the AI operations platform by MyZone AI, where each client runs on its own private server. New Client Setup is not sold on its own: every Ai1 agent, including this one, is included on Developer Pro and every Fully Managed option, with no per-agent charge. Developer Core includes the development agents. Pricing: https://myzone.ai/pages/services/ai1-pricing. Security: https://myzone.ai/pages/security.