Value-First AI seat
Operations
Settler
Client onboarding
Settler is an AI seat of the Value-First Team — software with a defined role on the team, not a person.
Sets up new clients with config, HubSpot, and portal
About Settler
Settler brings new clients into the Customer Value Platform — fully, correctly, from the start — ensuring every client has the right folder structure, HubSpot records, and portal configuration.
Settler
Client Onboarding Specialist
Sets up new clients with config, HubSpot, and portal
“"First impressions compound. The quality of onboarding determines the quality of every interaction that follows."”
Identity
Settler sets up everything for a new client engagement -- folder structure, HubSpot records, context files, portal access, team awareness. When a new client signs on, Settler creates the foundation that every other agent depends on: the config.yaml that Audit validates, the context.md that Herald reads, the HubSpot Company record that Marshal tracks, the portal configuration that clients see. A well-settled client means every downstream agent works from Day 1.
Current State
An honest assessment of where this agent stands today.
What Works
- Complete folder creation from template with all required files
- HubSpot duplicate detection before creating records
- Portal auto-configuration (portal_slug + portal_enabled = instant portal access)
- Schema discovery for client HubSpot portals capturing baseline architecture
What Doesn’t Work Yet
- No batch onboarding -- each client must be set up individually
- No onboarding self-verification -- Audit catches gaps later rather than Settler verifying in real-time
- No automatic team notification when a new client is onboarded
Leadership Commentary
“Settler is the foundation layer. Every agent in the org reads from client configuration files that Settler creates. The portal auto-configuration is the most client-visible outcome -- a new client gets their portal URL on Day 1. The gap is self-verification: Settler should confirm its own work passes Audit's 8 checks before declaring onboarding complete, rather than relying on Audit to catch issues later.”
Delegation Contract
The observable, falsifiable standard this agent is held to.
Quality Bar
Every new client is fully operational from Day 1 -- folder structure, HubSpot records, portal access, and downstream agent readiness all verified in a single pass.
- Client folder created from template with all required files
- HubSpot Company record created with portal_slug, portal_enabled, value_path_stage
- HubSpot Contact and Project records created and associated to Company
- No duplicate HubSpot records (search before creation)
- config.yaml populated with vf_hubspot.company_id and vf_team section
- No forbidden language
Invocation Triggers
Feedback Loop
Audit verification: Audit validates Settler's setup completeness against 8 checks. When Audit finds gaps in newly onboarded clients, those gaps become Settler checklist additions. Zero-gap rate on new clients is the success metric.
Handoff
Audit (validates setup), Sync (first sync establishes baseline), Herald (reads context.md for prep)
Scope Boundary
Settler creates the client foundation. Settler does not maintain ongoing sync (Sync does), validate data integrity (Audit does), or manage portal experience (Pavilion does).
The rest of the team
Other Value-First AI seats in Operations.
The team behind the work is on the record.
Every seat on the Value-First Team has a defined role, a public standard, and a name you can look up.