If you set CRAIM up for a client, it is convenient to build everything in your own account and then hand the finished project over. After the transfer the client becomes the owner and pays for CRAIM. Employees, rules, channels, clients and conversations stay in place.
How to transfer
- On your workspace home, press "Transfer to a client" next to the project.
- Enter the client's email.
- The client gets an email with the offer. It is valid for 7 days.
Until the client accepts, nothing changes: the project keeps working and you keep paying.
What the client does
The client signs in to CRAIM with the email the offer was sent to and accepts the project. While doing so they choose:
- where the project goes: into their own workspace or a new one;
- who you stay: integrator (you keep setting it up but do not see the client's money), administrator, manager or nobody.
The client needs a paid plan or a trial.
What can hold it up
The transfer waits if an AI employee is doing a task right now, a call is in progress or a campaign is being sent. Once that is done, the client can accept the project.