Retainer dev agency pack

What each client fills in

Business name

How messages sign off.

AI model

The model the client’s key can use.

Topics

Comma-separated: billing, bug, how-to, account.

When a person replies

One sentence the customer reads: “We answer within one working day.”

Owner’s mobile

Texted when something needs a person now.

Team channel

The Slack channel that hears about it.

Requests channel

The Slack channel where people ask for things.

Task list ID

The ClickUp list the tasks go into.

Owner’s email

Gets the summaries and the cases a person must handle.

The accounts it needs

Each is the client’s own, stored encrypted and never copied between clients. Until one is added the client’s checklist shows it, and nothing runs.

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  In the client’s Zendesk: Admin Center → Apps and integrations → APIs → Zendesk API → enable Token access → Add API token. The triggers make webhooks, which needs an admin’s email and token.

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  platform.claude.com → Settings → API keys → Create key, in the workspace that bills this client.

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  In the client’s Slack: api.slack.com/apps → Create New App → OAuth & Permissions → add the chat:write scope (and channels:history, plus groups:history for a private channel, for the message trigger) → Install to Workspace → copy the Bot User OAuth Token. Invite the app to the channel.

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  In the client’s ClickUp: avatar → Settings → Apps → API Token → Generate.

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  In the client’s Stripe dashboard: Developers → API keys → Create restricted key. Give it only what the steps need: Customers write, Payment Links write, Prices read, Invoices write, and Webhook Endpoints write for the triggers. Leave “IP access” empty: Thrum has no fixed addresses, so a key locked to IPs fails every call.

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After you install it

It lands switched off. The client’s checklist holds exactly this:

1. Connect the client’s Zendesk, for “A ticket is opened” and “Acknowledge it”
2. Connect the client’s Anthropic, for “Sort the ticket”
3. Connect the client’s Twilio (SMS), for “Text whoever is on call”
4. Connect the client’s Slack, for “Post to the team”
5. Fill in AI model (The model the client’s key can use)
6. Fill in Business name (How messages sign off)
7. Fill in Topics (Comma-separated: billing, bug, how-to, account)
8. Fill in When a person replies (One sentence the customer reads: “We answer within one working day.”)
9. Fill in Owner’s mobile (Texted when something needs a person now)
10. Fill in Team channel (The Slack channel that hears about it)
11. Connect the client’s Slack, for “A message is posted in a channel” and “Say where it went”
12. Connect the client’s Anthropic, for “Write the task”
13. Connect the client’s ClickUp
14. Fill in Requests channel (The Slack channel where people ask for things)
15. Fill in Task list ID (The ClickUp list the tasks go into)
16. Connect the client’s Stripe, for “A payment fails”
17. Connect the client’s Resend (email), for “Tell the customer, kindly” and “Tell the owner”
18. Connect the client’s Twilio (SMS), for “And by text”
19. Fill in Owner’s email (Gets the summaries and the cases a person must handle)