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Onboarding Agent

Guides new hires and customers through every onboarding step.

Add this agent to my crew

The Onboarding Agent makes the first week effortless — for new employees and new customers alike. It runs the checklist, provisions access, answers the obvious questions, and gently nudges anything that stalls.

People feel welcomed and looked after; nobody chases a spreadsheet of tasks.

What it does

  • Walks new hires or customers through each step
  • Provisions accounts and assigns the right tasks
  • Answers setup questions from your playbooks
  • Nudges stalled steps and reports progress

Ready to ship fast?

Book a free intro call or send us your project. We'll show you exactly how we can help — and how fast.