# Using AI Tools to Onboard Clients to Paige Automatically

Canonical: https://support.merchynt.com/kb/article/ai-tools-automatically-onboard-clients-paige

Use popular AI tools like ChatGPT and Claude to automatically onboard your clients to Paige

You can use many popular AI tools like ChatGPT and Claude to automatically onboard your clients to Paige for you, following local SEO best practices and your preferred setup for your clients.

If you run an agency, client onboarding can be one of the most repetitive parts of your week. Every new client means collecting details, configuring their setup the way you like it, and making sure nothing gets missed. This guide shows you how to hand that work off to an AI assistant you already use, so your clients get set up consistently while you focus on higher-value work.

The idea is simple: your AI tool does the onboarding, guided by your own instructions and your own local SEO standards. You stay in control of how each client is set up, and the AI handles the repetitive steps.

## What You'll Need

Before you start, gather the following:

- **Your client information.** This can be the transcript and notes from your sales calls or client onboarding calls. In other words, the details you already capture during the normal course of winning and welcoming a client are exactly what the AI needs.
- **Access to a Chrome tab logged into your Paige account.** This lets the AI work inside Paige on your behalf.
- **An agent instruction file.** This tells the AI how you want it to handle your client onboarding.

## How It Works

1. Upload all the information about your clients to your favorite AI platform, like ChatGPT or Claude. Transcripts and notes from your sales calls or client onboarding calls work well for this.
2. Give the AI access to a Chrome tab that's logged into your Paige account.
3. Provide an agent instruction file that tells the AI what to do.

The AI then onboards your clients to Paige for you, following local SEO best practices and your preferred setup for your clients.

## The Agent Instruction File

Your agent instruction file is where you tell the AI how to work. It includes information you can customize to your liking, so you can inform your AI on how you want it to handle different scenarios.

Merchynt provides a standard agent instruction file you can use as a starting template. It is attached to this guide, so you can begin with it and adjust it to match the way you like to set up your clients.

### Customizing Your Instructions

Because the instruction file is yours to customize, you can shape it around your own preferences and the different situations that come up during onboarding. Start from the standard template, then edit it to reflect how you want your clients handled.

## Why Agencies Use This Approach

Handing onboarding to an AI tool you already trust means:

- **Consistency.** Every client follows your preferred setup and local SEO best practices.
- **Less repetitive work.** The AI handles the onboarding steps instead of you doing them one by one.
- **Flexibility.** Because you customize the instruction file, the AI handles different scenarios the way you want.

## Getting Started

To put this into practice, upload your client information to your chosen AI platform, connect it to a Chrome tab logged into Paige, and supply your agent instruction file. You can begin with the standard template attached to this guide and refine it over time to match your preferred setup.

If you'd like a hand along the way, reach out to us through live chat and we'll be happy to help.