STAFFROOSTER DOCUMENTATION

From first workflow to controlled deployment.

The technical and trust center for customers, reviewers, billing teams, operators, and implementation partners.

Current product scope: Features that require third-party services remain unavailable until an authorized administrator connects and configures those services.

Technical home

Documentation, service information, integration guidance, security disclosures, and operating boundaries now live together on StaffRooster.com.

DOCUMENTATION

Implementation guidance

  1. Use this page for onboarding, Roosters, workflows, approvals, payments, and operations.
  2. Open Rooster guides for role-specific setup and test requirements.
  3. Use the FAQ for short answers and the status page for service posture.
  4. StaffRooster.net has been retired and its content consolidated here.
TRUST

Security and compliance

  1. Review security safeguards and customer responsibilities.
  2. Read AI transparency for model use and human-accountability boundaries.
  3. Use the compliance center for privacy, terms, data processing, and subprocessors.
  4. Report concerns through the published customer-support channel.

Get started

Move from a new workspace to an approved deployment without skipping the human controls.

QUICKSTART

Eight-step onboarding

  1. Complete the company profile and workflow objective.
  2. Add approved knowledge sources and integrations.
  3. Define guardrails, tests, and escalation owners.
  4. Submit for human review before deployment.
FOUNDATIONS

How StaffRooster works

  1. Agents own narrow roles.
  2. Playbooks coordinate complete workflows.
  3. Policies define what can happen automatically.
  4. Approvals preserve human accountability.

Agents and workflows

Configure a specialist around a measurable business outcome, not an open-ended prompt.

PUBLIC EVALUATION

Try a Rooster demo

  1. Open any available Rooster profile.
  2. View the no-token guided example or enter fictional context.
  3. Live trials allow three short turns and no integrations.
  4. Use the consultation path to configure a production workflow.
CONFIGURATION

Rooster workbench

  1. Choose the agent and operating mode.
  2. Write workspace-specific instructions.
  3. Set confidence, volume, and escalation limits.
  4. Save changes before running validation.
VALIDATION

Test before launch

  1. Use realistic inputs and edge cases.
  2. Review draft output and confidence.
  3. Approve at least one current test.
  4. Retest whenever guardrails change.
PLAYBOOKS

Multi-Rooster handoffs

  1. Define the initiating event.
  2. Assign each step to one role.
  3. Specify the shared context and completion condition.
  4. Insert approvals at consequential actions.
FAILURES

Exception handling

  1. Failed work enters operator review.
  2. Repeated signals become incidents.
  3. Operators acknowledge and resolve incidents.
  4. Emergency pause stops workspace execution.

Embeddable Concierge

Deploy a branded website conversation layer with approved knowledge, durable history, and a deliberate path to a person.

PRICING

Confirmed preview model

  1. $499 per month includes one authorized website and 1,000 AI responses.
  2. Additional AI responses are $0.15 each; additional websites are $199 per month.
  3. Standard $2,500 guided onboarding applies.
  4. The preview and waitlist do not collect payment or create a subscription.
CUSTOMIZATION

Brand and behavior

  1. Choose the logo, color, launcher position, greeting, and suggested prompts.
  2. Define voice, supported topics, collection fields, business hours, and handoff language.
  3. Preview every device size before publishing.
  4. Version changes so customers and reviewers can see what changed.
HISTORY

Conversation continuity

  1. Public previews keep short history only on the visitor’s device.
  2. Production history is scoped to the customer workspace and conversation identity.
  3. Set retention, export, and deletion rules before deployment.
  4. Summarize or compact long conversations to control context cost.
EMBED

Multi-domain website deployment

  1. StaffRooster generates a signed embed only after configuration and human approval.
  2. Assign the same approved configuration to one or more exact domains.
  3. Origin validation prevents the widget from running on unapproved sites.
  4. Each additional website is $199/month; emergency pause disables new responses everywhere.
LAUNCHER

Collapse and reopen

  1. Concierge loads as a compact branded launcher by default.
  2. Visitors may expand or minimize it without losing the current conversation.
  3. Choose bottom-left or bottom-right placement for each approved configuration.
  4. Keyboard labels and touch-sized controls remain available across screen sizes.
HANDOFF

Human escalation

  1. Define topics and confidence thresholds that require a person.
  2. Send the conversation summary and source messages to the approved queue.
  3. Tell the visitor what will happen and when to expect a response.
  4. Never claim a handoff, booking, or message was completed unless the connected system confirms it.

Governance and access

Permissions and approval boundaries are enforced on the server, not only hidden in the interface.

ROLES

Workspace permissions

  1. Owner: workspace and access control.
  2. Admin: configuration and operations.
  3. Reviewer: human decisions.
  4. Billing: subscriptions and payments.
  5. Operator: permitted daily workflows.
APPROVALS

Human decision points

  1. High-impact tasks remain queued.
  2. Reviewers see inputs, drafts, risk, and confidence.
  3. Every decision records reviewer and time.
  4. Changed policies invalidate stale validation.
DATA

Data controls

  1. Workspace-scoped storage.
  2. Governed export and deletion requests.
  3. Human review before destructive completion.
  4. Published privacy and processing terms.
AUDIT

Operational evidence

  1. Agent runs and decisions are retained.
  2. Outbound delivery is idempotent.
  3. Administrative changes enter the audit trail.
  4. Launch readiness is recalculated continuously.

Integrations

Every external system requires explicit authorization and has a visible readiness state.

EMAIL

Gmail delivery

  1. Connect an authorized sender.
  2. Approved drafts stage before delivery.
  3. Delivery attempts use idempotency keys.
  4. Internal lead-generation notes are excluded from customer email.
INTAKE

Lead sources

  1. Create a revocable source credential.
  2. Send a unique external inquiry ID.
  3. Rate limits and duplicate protection apply.
  4. New leads pause for human review.
STRIPE

Billing and Connect

  1. StaffRooster subscriptions use Stripe Billing.
  2. Client payments use direct Connect charges.
  3. The client business remains merchant of record.
  4. Payment fees and caps are disclosed before Checkout.
SECRETS

Credential safety

  1. Secrets stay in encrypted runtime configuration.
  2. The dashboard displays readiness, never values.
  3. Use restricted keys and a separate sandbox.
  4. Rotate revoked or exposed credentials immediately.

Payments and reconciliation

StaffRooster separates its SaaS billing from the payments each customer business accepts.

ONBOARDING

Connected business setup

  1. Stripe-hosted onboarding collects verification details.
  2. Charges remain disabled until Stripe approves the account.
  3. Businesses receive their own Stripe Dashboard.
  4. Stripe manages payouts and processing fees.
FEES

Transparent economics

  1. Starter: 0.50%, capped at $10.
  2. Growth: 0.25%, capped at $7.50.
  3. Scale: no StaffRooster transaction fee.
  4. Stripe processing fees remain separate.
LEDGER

Payment status

  1. Created links enter the payment ledger.
  2. Signed webhooks mark paid or expired sessions.
  3. Refunds and disputes remain visible.
  4. Amounts and StaffRooster fees stay reconcilable.
BOUNDARIES

Responsibilities

  1. The business sets prices and delivers service.
  2. Stripe processes and pays out funds.
  3. StaffRooster coordinates workflows and applies its disclosed fee.
  4. The customer pays through secure Stripe Checkout.

Launch and operations

Use the launch gate and operator center to keep every deployment supportable.

READINESS

Go-live checklist

  1. Onboarding is submitted and approved.
  2. Active Roosters have current policies and tests.
  3. Required integrations are configured.
  4. No critical incident or emergency pause is active.
MONITORING

Daily operations

  1. Review Rooster health and failure rates.
  2. Clear outstanding approvals.
  3. Resolve delivery and intake incidents.
  4. Watch usage, cost, and subscription status.
CUSTOMER JOURNEY

Release rehearsal

  1. Use a separate test customer identity.
  2. Complete Checkout, onboarding, one approved Rooster task, and delivery.
  3. Confirm invoices, notifications, cancellation, and access changes.
  4. Record defects before inviting a customer.
BILLING

Revenue recovery

  1. Stripe webhooks are the subscription source of truth.
  2. Failed payments pause new paid work and notify the workspace.
  3. Customer Portal handles payment methods, invoices, and cancellation.
  4. Operators reconcile failed events before restoring access.
INCIDENTS

Response runbook

  1. Acknowledge the incident and identify affected workspaces.
  2. Pause execution when data, delivery, or authorization could be unsafe.
  3. Preserve audit evidence and communicate only verified facts.
  4. Resolve, document cause, and validate recovery before resuming.
RELEASE

Staged rollout

  1. Start with internal rehearsal.
  2. Invite three to five design partners.
  3. Keep every external action approval-required.
  4. Expand only after reliability and support targets are met.