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Getting Started

The recommended order to set up your agency

Follow the setup steps on your Home in order, from your agency name to your first client, and know the recommended order to start.

Last updated 14 days ago

Your Home shows the steps to get your agency ready to sell. Address them in the order they appear: each one prepares the next.

Each step is marked as done when you complete it. When you finish all of them you see Setup complete.

Step 1: Name your Agency

It's the name your clients see on your platform and in the emails they get. Set it before anything else so they never see a placeholder.

Step 2: Upload your Agency logo

Your logo replaces Lety's on the sign-in page, the navigation panel and your clients' accounts. With your name and logo in place, your platform already looks like yours.

Step 3: Connect to Stripe

Your clients pay you through your own Stripe account. Connect it now, because your plans and their payment links depend on it.

Step 4: Configure your domain

Connect your own address, for example app.youragency.com. Do it before inviting clients, so the links and emails they get already use your domain.

Step 5: Create your first plan

A plan is what your clients subscribe to: its price, its AI credits and how many agents it includes. With Stripe connected, each plan gets its own payment link.

Before you sell it, check that your wallet has credit: the AI credits an agency plan includes come from your wallet when a client subscribes.

Step 6: Create your first agent

Create and test an agent from your own account. It helps you understand how agents work before you build them for your clients.

Step 7: Create your first client

Create a subaccount for your first client and send them the payment link of the plan you created. When they pay, their account is activated with that plan.

Tip: Each step has its own guide in this Help Center: brand, Stripe, domain, plans, agents and subaccounts settings.

Technical reference

  • Where you see your progress: on your Home, as long as there are pending steps.

  • Guided setup: when you sign in for the first time, the guided setup takes you through the first steps (agency name, logo, Stripe, domain and plans).

  • Order: you can complete the steps in any order, but following the recommended order ensures a smooth, hassle-free process.

Common problems

Check that Stripe is connected. If the page fails, turn off your browser's translation extension or try another browser.

Open it in a private window or from another network, like your phone's data. If it loads there, the issue is your browser or network.

Your wallet doesn't have enough credit for the AI credits included in the plan. Add credit and try again.

Finish creating your Stripe account from Settings. The guided setup step by step only moves forward.

Done

You know which steps to follow and in what order to have your agency ready to welcome your first client.

Need help? Contact support from your platform's home view. Include your agency's email.

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