POC Setup

Internal guide for setting up proof-of-concept workspaces for prospective customers.

This guide is for Sempleo administrators. POC workspace creation requires super-admin access.

A proof-of-concept (POC) workspace is a pre-configured trial environment set up for a prospective customer to evaluate Sempleo.

Creating a POC Workspace

Use the admin API or dashboard to create a POC workspace:

Required Information

Field	Description
Company name	The prospect's company name
Domain	Company email domain (e.g., `acme.com`)
Plan	Usually `trial` with extended days
Admin email	Email for the primary contact
Admin name	Name of the primary contact
Trial days	Extended trial period (default 14, POCs typically 30)
Bonus credits	Additional credits beyond standard trial (optional)

Optional Pre-Configuration

Field	Description
Team description	Description for the auto-created "General" team
Agent slugs	Array of agent slugs to pre-install
Welcome message	Custom message shown on their first login
Pre-install agents	Auto-install recommended agents

Via API

POST /api/v1/admin/poc
Content-Type: application/json
Authorization: Bearer <admin-token>
 
{
  "name": "Acme Corp",
  "domain": "acme.com",
  "plan": "trial",
  "adminEmail": "jane@acme.com",
  "adminName": "Jane Smith",
  "trialDays": 30,
  "bonusCredits": 5000,
  "sendInvite": true,
  "preInstallAgents": true,
  "teamDescription": "Acme operations team",
  "agentSlugs": ["customer-support", "knowledge-assistant"],
  "welcomeMessage": "Welcome to your Sempleo evaluation! Your dedicated account manager is available at support@sempleo.ai."
}

What Happens

When a POC workspace is created:

A new company is created with the specified plan
Trial credits are allocated (5,000 + bonus)
An admin user account is created
If sendInvite is true, an invitation email is sent
If preInstallAgents is true, recommended agents are installed
If agentSlugs are provided, specific agents are installed
If teamDescription is set, a "General" team is created
If welcomeMessage is set, it's shown on their dashboard

Monitoring POC Progress

Use the admin dashboard to track:

Agent usage (runs, questions answered)
Credit consumption
Document uploads
Team member additions
Login activity

Converting to Paid

When a POC converts:

The prospect upgrades via Settings → Billing
Or, an admin can change the plan via the admin API
All data, agents, and configurations are preserved