Customer onboarding (Elitery internal)

This guide is for Elitery engineers onboarding a new Professional or Enterprise customer. It assumes the customer has already deployed the muster backend and dashboard on their own AWS infrastructure.

Prerequisites

The customer’s environment must have:

muster backend running and accessible (e.g. https://api.acmebank.com/health returns 200)
muster dashboard deployed and accessible
PostgreSQL database provisioned and connected
Direct database access for Elitery (for the onboarding script)

Step 1 — Set required env vars on the backend

Confirm these are set on the customer’s backend service:

Variable	Description
`DATABASE_URL`	`postgresql+asyncpg://user:pass@host:5432/muster`
`JWT_SECRET_KEY`	Strong 256-bit random string
`CUSTOMER_NAME`	Customer company name (shown in dashboard)
`RESEND_API_KEY`	From resend.com — for alert emails
`EMAIL_FROM`	e.g. `muster@acmebank.com`
`ANTHROPIC_API_KEY`	For AI insights and weekly report narratives
`INTERNAL_ADMIN_SECRET`	Strong secret for muster-central proxy

Scanner credentials (configure based on what the customer wants scanned):

Variable	For
`AWS_ACCESS_KEY_ID` + `AWS_SECRET_ACCESS_KEY`	Cost Explorer + DNS scanning
`N8N_API_KEY` + `N8N_BASE_URL`	n8n workflow scanning
`OPENAI_SCANNER_KEYS`	OpenAI Assistants scanning
`GITHUB_TOKEN`	Git repo scanning

Step 2 — Run the onboarding script

From a machine with database access to the customer’s instance:

# Clone muster repo if not already cloned
git clone https://github.com/prawirk1/muster.git && cd muster

# Run interactively
DATABASE_URL="postgresql+asyncpg://user:pass@customer-db:5432/muster" \
JWT_SECRET_KEY="their-jwt-secret" \
PYTHONPATH=backend \
    python scripts/onboard_customer.py

# Or non-interactive
DATABASE_URL="..." JWT_SECRET_KEY="..." PYTHONPATH=backend \
    python scripts/onboard_customer.py \
        --company "Acme Bank" \
        --slug "acmebank" \
        --email "admin@acmebank.com" \
        --plan professional \
        --currency USD \
        --agent-limit 100

The script will:

Create or update instance_config (company name, plan, agent limit)
Create the admin user with a temporary password (must change on first login)
Set up model pricing
Print the tenant ID and next steps

Step 3 — Send the customer their credentials

Send the customer:

Their dashboard URL
Admin email address
Temporary password
Instruction to change password on first login

Suggested email template:

Subject: Your muster instance is ready

Hi [Name],

Your muster AI operations dashboard is ready.

Dashboard: https://[their-dashboard-url]
Email: [admin-email]
Temporary password: [password]

You'll be prompted to change your password on first login.

Next: add alert contacts in Settings so Elitery can send you
weekly reports and anomaly alerts.

— Elitery

Step 4 — Configure alert contacts

After the customer logs in, ask them to go to Settings → Alert contacts and add up to 3 email addresses. These receive:

Weekly health reports (sent by Elitery every Friday)
Anomaly alerts (within 2 business hours of detection)

Step 5 — Run baseline discovery scan

In the muster dashboard → Discovery, trigger a manual scan to establish a baseline of what’s in their environment. You can also trigger scans via API:

curl -X POST https://[backend-url]/api/v1/discovery/scan \
  -H "Authorization: Bearer [admin-token]" \
  -H "Content-Type: application/json" \
  -d '{"scanner": "all"}'

Step 6 — Configure agent integration

Share the integration guide with the customer’s developers. Recommend OTel for any coded agents:

# Customer's agent env vars (one-time setup)
OTEL_EXPORTER_OTLP_ENDPOINT=https://backend.[customer-slug].getmuster.io/api/v1/otel
OTEL_EXPORTER_OTLP_HEADERS=Authorization=Bearer <service-account-jwt>
OTEL_EXPORTER_OTLP_PROTOCOL=http/json

For no-code tools (n8n, Flowise, Dify), Elitery deploys platform connectors — no action needed from the customer. For agents with specific business-rule checks, share the manual signals guide →. Check OTel connection status anytime:

curl -H "Authorization: Bearer <admin-token>"   https://backend.[customer-slug].getmuster.io/api/v1/otel/status

Step 7 — Book kickoff call

Book a 30-minute call with the customer to:

Walk through the discovery findings
Confirm agents in the Discovery queue
Confirm OTel integration is sending traces (check /api/v1/otel/status)
Set expectations on the weekly report cadence

Getting Started

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Customer onboarding (Elitery internal)

Prerequisites

Step 1 — Set required env vars on the backend

Step 2 — Run the onboarding script

Step 3 — Send the customer their credentials

Step 4 — Configure alert contacts

Step 5 — Run baseline discovery scan

Step 6 — Configure agent integration

Step 7 — Book kickoff call

Checklist

​Prerequisites

​Step 1 — Set required env vars on the backend

​Step 2 — Run the onboarding script

​Step 3 — Send the customer their credentials

​Step 4 — Configure alert contacts

​Step 5 — Run baseline discovery scan

​Step 6 — Configure agent integration

​Step 7 — Book kickoff call

​Checklist

Prerequisites

Step 1 — Set required env vars on the backend

Step 2 — Run the onboarding script

Step 3 — Send the customer their credentials

Step 4 — Configure alert contacts

Step 5 — Run baseline discovery scan

Step 6 — Configure agent integration

Step 7 — Book kickoff call

Checklist