Creating Your First Project

This guide walks you through creating a Project, completing required sections, and submitting to your aggregator.

Step 1: Create the Project

1. Go to Projects → + Create Project
2. Select the Project Type (RCS is the only supported channel during beta)
3. Choose an existing Brand or create a new one

If you create a new Brand here, it will also be added to your Brand inventory for future use.

Step 2: Complete Project Details

After creation, you'll land on the Project Details page. The form is divided into sections that correspond to the information required to launch an RCS agent.

Page Layout

Look under Next Steps for you to see tasks assigned to you.

Understanding Milestones

Every project has a fixed sequence. As the project passes Milestones, subsequent sections of the details page will be unlocked and available to edit.

Project Form Sections

Project Details

Review all of the channel details for the project and invite collaborators. From the Project Partners area, you can invite and assign to a Client. You can bulk assign tasks when assigning the project.

Brand Details

Business information about the Brand (e.g., legal name, EIN). Pre-filled if you selected an existing Brand.

Agent Details

Information about the RCS agent, including:

• Branding assets (logo, colors)
• Point of contact for identity verification

Opt In, Opt Out and Message Flow

Details on the messaging content and user interactions. This information must be demonstrated in your demo video later.

Agent ID

Your unique Agent ID and QR code for testing. This section unlocks after the first milestone is complete.

Demo Assets

Upload your demo video here. This section unlocks once Agent ID has been provisioned.

Launch Status

Set the status of agent launch to keep your Clients up to date on the latest launch status based on feedback from your aggregator

Step 3: Record and Upload Your Demo Video

Once your Agent ID is generated, follow these steps to record your demo:

1. Add your phone number as a test device for this agent within your aggregator's dashboard (or through the process they've provided).
2. Scan the QR code in the Agent ID section to open a messaging thread with the agent. Confirm the logo and display name are visible. If not, try a different phone number or contact your aggregator for support.
3. Record a 2–3 minute video showing the agent's core messaging flow, including:
• Opt in
• Opt out
• Help
• External triggers
• Other core interactions
4. Upload the video to the Demo Assets section.

Step 4: Run PreCheck

Use the PreCheck tool in the right-side pane to validate your Project. PreCheck runs content quality checks and flags issues that could delay approval.

Step 5: Submit to Your Aggregator

How you submit depends on your setup:

Once your aggregator receives the complete Project (including demo video), they will proceed with final provisioning and launch.

Beta Recommended Workflow

In most cases, you should:

1. Create a Project
2. Complete initial Agent, Brand and Messaging Flow fields if known
3. Invite your Client and assign remaining Tasks to complete the rest.

This ensures that your Client has assigned work when they accept the project invite.

Inviting Clients (Best Practice)

When invited as part of a Project workflow:

• They see the Project immediately
• Tasks are already assigned and they can get started right away.

If invited from the Partners page:

• No Projects may be visible at login
• They must wait to be assigned before completing work

How to Invite a Client to a Project

1. Open the Project
2. Click Invite Client
3. Choose whether to assign Tasks to the Client upon project acceptance

Once the Client accepts the project invite:

• The Project is reassigned (if Tasks were also assigned) which gives them edit access
• They can complete the tasks assigned
• When they are finished, they can use the Submit action to hand the Project back to you

Adding Internal Team Members to a Project

Project membership is separate from account membership.

To add a teammate:

1. Open the Project
2. Locate Team Members
3. Search and add an existing Account Member

Team members:

• Receive assignment and comment notifications
• Inherit permissions from their account roles