Skip to main content

New Client Setup

Use sable-agents-demo/BUILD.md as the complete rebuild reference. This page summarizes the sequence.

1. Copy The Skeleton​

Copy sable-agents-demo/ into a new client-specific repo or, once extracted, fork the future reusable demo template.

Replace:

  • Spine data.
  • Agent prompts.
  • Skills.
  • Board template.
  • Demo transcript.
  • Product copy.
  • Auth/users/project memberships.

2. Stand Up Supabase​

Apply migrations, seed fictional/sanitized data, configure storage, and set secrets.

3. Configure Connectors​

Start in read/dry-run mode:

  • Fathom: webhook and poller.
  • Asana: mirror before act.
  • Toggl: drift before hours write.
  • Drive: targeted test document before full pull.
  • HubSpot: match-rate decision before any write path.

4. Deploy Web​

Deploy web/ to Vercel and configure env vars.

5. Deploy Docs​

Build docs-site/ and decide whether to deploy it independently or publish it as a static artifact.

6. Keep Demo Data Safe​

For early demos, use fictional or sanitized data. Do not import real client transcripts or documents until the security and permission model is signed off.