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.
⟳Pre-filled from onboarding brief — · Agent:
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.
⟳Pre-filled from onboarding brief — · Agent:
⚠ 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.
⟳Pre-filled from onboarding brief — · Agent:
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.
⟳Pre-filled from onboarding brief — · Agent:
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.