New client

is_test will be set from the current OPS_MODE. Cannot be changed after create.

NameHow this client appears in the admin UI and on their dashboard.Slug

Public URL: ops.salesmind.ai/c/{slug}. 10 chars from the unambiguous alphabet. Click regenerate to get a new one or type your own.

Hourly rate ($)Reload pack (hours)Reload threshold (hours)

Auto-reloadCharge automatically when balance drops below thresholdPhase 1 will act on this flag. Phase 0 stores the preference but doesn't auto-charge.

Stripe linkage (skip if client will self-onboard)

Recommended: leave both blank. The client activates themselves by clicking their dashboard link and paying their first pack through Stripe Checkout (card saved automatically for future auto-reloads). Fill these only for enterprise migrations where you already have a Stripe customer + PM pre-arranged.

Stripe customer IDDefault payment method ID

Contact email (optional)Notes (optional)

Cancel