Eight steps covering everything needed to build any AI agent. Complete this before starting any build. Takes 20 minutes with the client on a call.
Tool 2 of 5
Chat Widget Feature Config
Configure the chat widget behaviour for each client. This output goes directly into the Fredi agent build.
01Client details
02Behaviour settings
5 seconds is recommended. Instant pop-ups get closed.
03Features — toggle on or off
Copy conversation button
Visitor can copy the full chat transcript to clipboard
Clear conversation button
Clears the chat with a confirmation step — cannot be undone
Voice / mic input
Visitor can tap mic and speak instead of typing — Chrome only
Send transcript to visitor by email
At end of conversation, offers to email the visitor a copy
Typing indicator
Shows "..." while the agent is thinking — feels more human
Persistent session
Conversation stays open if visitor leaves and returns in same session
Out-of-hours mode
Shows different message outside business hours — still captures lead
Privacy notice in widget
Required under UK GDPR — shows one-line notice before chat starts
04Out-of-hours & offline
Widget configuration output
Widget config
Tool 3 of 5
Compliance Pack Generator
Generates three documents required under UK GDPR and PECR before any AI agent goes live on a client's website. Must be completed for every client.
⚠ Under UK GDPR, you are a data processor and your client is the data controller. A signed DPA is legally required before you handle their customers' personal data. The ICO registration check and privacy notice are also mandatory.
01Client & Mediahubink details
02ICO registration check
03Data captured by the agent
Document 1 — Widget privacy notice
Copy this one-liner into the chat widget. It must appear before the conversation starts.
Privacy notice
Document 2 — Privacy policy addendum
Add this section to the client's website privacy policy.
Privacy policy addendum
Document 3 — Data Processing Agreement (DPA)
Print, sign, and retain a copy. Both parties must sign before go-live.
DPA — Mediahubink & client
Tool 4 of 5
Google Apps Script Generator
Generates a ready-to-deploy Apps Script for each client. Paste it into their Google Sheet to receive leads, fire email notifications, and optionally send transcript copies to visitors.
01Client setup
02Data columns
Match your Google Sheet column order. Leave blank to skip.
03Features
Email notification to owner on every lead
Fires immediately when Fredi captures a lead
Send transcript copy to visitor
If visitor provided email, sends them a copy of the conversation
Auto-set status to NEW on entry
Writes "NEW" to the status column automatically
Deploy instructions
1. Open the client's Google Sheet → Extensions → Apps Script
2. Delete any existing code → paste the script below → Save
3. Click Deploy → New deployment → Web app → Execute as Me → Anyone can access
4. Copy the Web App URL and paste it into the Fredi webhook config
Google Apps Script
Tool 5 of 5
Weekly Lead Summary Generator
Paste lead data from any client's Google Sheet and generate a client-ready email and plain-text report in seconds.
01Report details
02Column mapping
Match to your client's sheet columns. Leave blank if that column doesn't exist.
03Paste lead data
Open the client's Google Sheet → select all data rows (not the header) → Copy → Paste below.
Summary output
Email version
Email to client
Plain text — WhatsApp or records
Plain text
Tool 6 of 6
Auth Security Checklist
Applied to every deployment with a login screen. Fredi · Netty · Susie · Brass · all client agents. Toggle between your internal view and the client-facing version.
0/7 verified
✓ All items verified — deployment cleared for launch
This document outlines the security measures included in every Mediahubink deployment that includes user login or account management. These are applied as standard — not billed as extras.
Note: This checklist covers authentication-layer security. Network-level security, data encryption at rest, and third-party service security (Supabase, Make.com, etc.) are governed separately. Mediahubink can provide a full security review on request.