Manage clients

Add a client

3 answers here, then the setup page walks you through the rest step by step: PostHog, the install (with a prompt you paste into Claude Code), the webhook, the checks, and the learning period. Team members with the MCP can run it all with /cro-onboard.

1The client

Business nameVerticalDecides which pattern library results count as precedent. Edit or group verticals under Admin.

2The site

DomainBuilt onGitHub repoPostHog project IDMain conversion

3Where leads come from

Basin formBasin posts every submission to Website OS by webhook (JSON).Webflow native formA site webhook on form submissions posts every native form here.TypeformThe form's webhook posts each response here; hidden fields carry the tracking ids.HubSpot formA HubSpot workflow sends each submission here as JSON.Direct APIThe site, n8n or Zapier posts each lead as flat JSON with a key.

Basin form ID

4Approvals

Who approves testsClient users are invited from the client's settings once the account is live. Catch sends the invite link; the tool never emails a client.

Creates the account in onboarding. It joins the agent's runs once you activate it.