What this is for
Helping customers arrive with the minimum safe information needed for setup review.
Setup readiness
What to Prepare Before Setup
Collect the safe context CoreStaff needs before any manual review begins.
Current status: managed setup until approved. CoreStaff is preparing launch surfaces; some flows remain preview or human-reviewed until approved.
Helping customers arrive with the minimum safe information needed for setup review.
Who should use it
Anyone starting a CoreStaff review who wants to avoid back-and-forth.
What to prepare
- A role choice or a clear short list of role candidates.
- A simple workflow summary.
- A safe escalation contact.
Approval boundary
- The owner reviews the setup before any live step.
- Manual review remains the default until later approval changes it.
Step-by-step
How to use the guide
Step-by-step usage guidance
- Write a short business summary.
- Pick the role or workflow you want reviewed.
- List the safe tasks and the tasks that require approval.
- Identify the human contact who can approve the setup.
What the AI employee can do
- Tell you which details are useful.
- Help you avoid oversharing.
- Point to the role guides and the help center.
What it cannot do yet
- It cannot collect secrets, payment data, or private records.
- It cannot claim a live onboarding or live signup flow.
Privacy and security notes
- Use only minimum safe context.
- Do not attach passwords, cards, or customer records.
Support path
- General setup: hello@corestaffai.com
- Support: support@corestaffai.com
Related guides
Current status
Managed setup comes first while customer access is opened in stages.
This guide never claims live signup, live billing, live connectors, live OAuth, live email, or public-agent activation. It is a customer-facing explanation of the current managed setup posture and the human-review boundary, and it should be read alongside the static workspace shell preview.
Honest boundary
Customers should use hello@corestaffai.com for setup, custom, or general questions and support@corestaffai.com for support. If something is outside this guide's scope, route it to a human reviewer first.