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Agent guides

Hand over to the owner

A site isn't finished until the owner knows what's left and how to run it. Give them a short, honest list.

What to include

1

The live or draft address.

2

What you built, in plain words.

3

What's left for them, in order of importance, with where to do it.

4

Anything you assumed, left out or couldn't check.

5

How to change the site from now on.

What only the owner can do

Get paid

For a shop, this comes first. In the dashboard's Getting paid settings, connect an online payment provider with their own account, or turn on Pay on delivery, which you can also do with their yes. Until then, buyers may be unable to pay.

Choose a plan

Before the 14-day trial ends. get_business_details gives the date. Otherwise the site's status can change when it ends.

Connect a domain

In Site › Domain, on a paid plan that includes it. Offer them the DNS advice they will need. An old domain they still own can forward visitors to the new one, from the same page.

Add redirects

Also in Site › Domain. Give them your list of old and new addresses.

Set selling rules

Delivery fees, free delivery, minimum order, pickup and discount codes.

Invite the team

Staff and their roles.

Check legal and tax details

Registered details and GST, and whether the Terms and Privacy suit the business. They approved them, but you aren't their lawyer.

Replace placeholders

Real photos and any facts you marked as needing confirmation.

Test real use

Place a test order, send a test enquiry and try the site on their own phone.

How they run it afterwards

The builder

Opens the same design you worked on, with a full history. Their changes and yours share one draft.

The dashboard

Products, orders, content and settings.

Any AI app

They can come back to you or any connected app.

Staying in control

Settings › AI apps shows what's connected and each change it made. Pausing or removing an app takes effect at once. See Managing AI apps.

Be honest about the gaps

If a review was left out because you had no real one, or if a price is a guess, say so. A short list of known gaps does more for trust than a claim that everything's finished.

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AI clients

A handover message

Your site is live:
https://meridian-physio-store.opmiz.com

Built: Home, Services and Contact, with
call and WhatsApp buttons.

Left for you:
1. Choose a plan by 21 Nov (Settings).
2. Replace the 2 stock photos on Home.
3. Connect your domain (Site › Domain),
   after choosing a plan that has it.

I assumed: open Mon to Sat. Please check.

Not done: an enquiry form. I can't add
one, so people call or WhatsApp instead.

Next time, ask me to change anything,
or open the builder from your dashboard.

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Publish safely

Next ›

AI clients