Onboarding with Saatchi 2.0

Accessing Saatchi 2.0

• Log in to your Umbrella account.

• Navigate to Dashboard → Marketing → Tools → Saatchi 2.0.

• If you're using an agency account, go to Tools → Saatchi Agency Manager and click Open Tool.

• Use Single Sign-On (SSO) to access the Saatchi platform.
  

Creating Your First Bot (Quick Method – Magic Link)

• In the Saatchi platform, locate the Magic Link feature.

• Enter the website URL (e.g., agency or client site).

• Saatchi will auto-generate a basic bot using website content within 90–120 seconds.

• The bot will appear in your dashboard and open in the Basic Editor for customization.

Using the Basic Editor

• Review & Edit: Verify the business description, services, and other scraped details.
  Customize: Edit avatar, personality, and objectives (e.g., book consults, collect leads).
  Brand: Update colors, welcome messages, and branding elements.
  

Upgrading Your Agency Plan

• If you need more bots or tokens:
  
  

  • Go to Tools → Saatchi Agency Manager.
    Click your current plan name and choose Professional or Ultimate.
    Confirm to upgrade.

Onboarding a Client

1. Client Self-Setup (White-Label Link)

• Go to Config → Settings → White Label.

• Set your agency name, logo, and domain (if needed).

• Generate and send the registration/demo link to the client.

• They enter their website URL, and the system creates a bot, guiding them through setup.
  
  

2. Agency Setup

• Create a client account via your Saatchi Agency dashboard.

• Use the Magic Link or manual setup with their website URL.

• Customize the bot using the Basic Editor.

• Share access with the client or embed the bot on their website.