---
name: new-client
description: Set up a new answering service client from scratch - the account and its owner, phone lines, numbers, call script, on-call calendar, features and supervisor logins. Use when an admin is onboarding a client or adding a line to an existing one.
---

# Set up a new client

Collect everything first, confirm it once, then build in this order. Each step reads back
what it created before the next one starts.

## 1. Gather

1. Check the client doesn't already exist: `search_accounts` by company name and main
   phone number. If it does, add a line to it instead (step 3).
2. `list_account_creation_reference_data`. Its `required_fields` say exactly what this
   site needs, along with the time zones, industries, skills and available numbers.
3. Ask for every missing value in **one** question: company name and phone, owner name and
   email, each line's company name, time zone, industry, skill, and its number (an
   available one, or a new one to buy or port).

## 2. Create the account

Show the complete account and its lines in plain words, then `create_account` once it's
approved. Read back the account and its lines with `get_account` and
`list_account_phones`.

## 3. Lines and numbers

- **Another line on an existing account:** `create_account_phone`.
- **A number they don't have yet:** buy it or port it in with `numbers-and-porting`, then
  put it on the line.

## 4. How calls are answered

- **Call script:** `call-scripts`, built with `build_agent_script`.
- **On-call calendar:** `on-call-setup`, built with `build_on_call_calendar`.
- **AI receptionist,** if the client wants one: `ai-receptionists`.

## 5. Features and logins

- `list_account_features`, then `update_account_features` for what the client bought.
  Say which features add charges (AI Assistant, AMD, AMD Premium) before turning one on.
  Secure Messaging means recipients sign in to read each message.
- Supervisor logins for the client's staff: check `list_supervisors`, then
  `create_supervisor`. Never ask for or set a password; the new supervisor gets an email
  to set their own.

## Finish

Summarize what exists now: the account, each line and its number, its script, its on-call
levels and who's on them, features turned on, and anything still open, such as a port
that hasn't completed.