Onboarding is a short, structured process so both sides know exactly which WhatsApp group ELLY joins, which tools ELLY connects to, what ELLY will do, what it will cost, how the 45-day trial works, and when billing starts — before any card authorization is submitted.
A 30–45 minute conversation about your operations, current tools, team roles, and the recurring admin work you want to hand off. We confirm whether ELLY is a good fit before anything else moves forward. No payment information is collected on this call.
You receive a written summary describing: (a) the specific workflows ELLY will run, (b) the tools ELLY will access and the access method for each, (c) which actions require your team's approval before execution, (d) the selected monthly price, (e) the matching onboarding fee, (f) the 45-day trial start and end dates, and (g) your proposed go-live date. Nothing starts until you approve this in writing.
You create (or designate) a dedicated WhatsApp group for operations and add the ELLY assistant number. You also provision access to the tools identified in your scope through approved secure methods — OAuth, invited team seats, shared folders, exports, or written per-task authorization. Sensitive credentials are never sent in plain text, and ELLY does not request raw bank account credentials.
You receive a secure checkout, invoice, or payment link from an approved third-party payment provider (Wave, GoCardless, Stripe, QuickBooks Payments, or another approved processor). You authorize the 45 Day Free Trial with ELLY and place a card securely on file. Payment method details are entered only on the provider's site — not on ours. Nothing is charged during the trial period, and paid activation is approved separately before the first payment.
On the confirmed trial start date, ELLY starts operating inside your WhatsApp group, running the workflows approved in your scope. Your card is not charged during the 45-day trial. When the 45 days are complete, ELLY stays paused until you approve paid activation for the selected monthly subscription plus matching onboarding fee. After paid activation, subscription payments recur monthly unless you cancel under the terms in the Cancellation & Refund Policy.
You receive weekly activity summaries and a monthly scope review. Scope adjustments within your subscription can be requested at any time; changes that materially expand scope are quoted in writing before they take effect.
To go live cleanly, ELLY needs a small set of inputs from your side. Everything below is standard for an administrative operations engagement.
A dedicated WhatsApp group for the ELLY workflow (owners, key staff, and the ELLY assistant number). We can help you set this up on the discovery call.
The names, WhatsApp numbers, and email addresses of the people authorized to approve scope changes, sign off on outbound communications, and authorize billing on behalf of your business.
A list of the tools ELLY will interact with — CRM, email, calendar, document storage, task tools, accounting — and the account or workspace names for each.
For each tool: OAuth connection, an invited team seat with role-appropriate permissions, a shared folder, a data export, or written authorization to perform specific tasks.
Your existing message templates, document templates, brand voice notes, and any standard operating procedures ELLY should follow.
Which types of drafts require review before sending, who reviews them, and how urgent items should be escalated.
Any regulated or client-facing activity that must be routed to a licensed professional on your side — brokerage supervision, legal review, accounting sign-off, etc.