Founder-pilot onboarding

Create scoped owner and staff workspaces.

Turn a sold DemandRelay founder pilot into two protected dashboard profiles: owner access with proof and revenue context, and staff access limited to follow-up, approvals, and guardrails.

Protected operator key

Enter the DemandRelay operator key.

Workspace inputs

Required first workspace fields.

Business name

Vertical

Primary service

Market

Primary phone

Timezone

Services, comma separated

Lead sources, comma separated

Business-name matching list

Owner dashboard key

Staff dashboard key

Workspace result

No workspace created yet.

watch

Create a workspace to see onboarding checks, owner login, staff login, and storage status.

Existing profiles

Stored workspaces.

Unlock to load profiles.

Owner path

What owner sees.

Revenue and proof digest

Owner profile can view recovery, ROI, digest, products, support, and settings.

Client settings

Owner can update business profile, quiet hours, and templates.

Staff path

What staff sees.

Limited access

Staff profile is limited to queue, reply approval, assigned leads, and guardrails.

No expansion context

Staff does not receive pricing, owner digest, or product-expansion controls.