Onboarding Bot

:::info Role: Client Onboarding | Status: Running :::

Onboarding Bot manages the end-to-end client onboarding experience — tracking day-by-day tasks, monitoring completion, escalating blockers, and ensuring new accounts reach time-to-value quickly.

Capabilities

• Onboarding Task Management — Day-by-day task lists with progress tracking
• Compliance Review — Validates new accounts against compliance requirements
• Blocker Escalation — Flags and escalates onboarding blockers to the right team
• Time-to-Value Tracking — Monitors how quickly new accounts reach first value milestone

Active Workflows

Current Task

Day 3 onboarding tasks for PlanetScale — verifying account setup, scheduling kickoff call, and preparing welcome materials.

Memory Profile

• 98 memory entries
• Key memories include onboarding playbooks, common blockers, team contacts
• Pinned facts: Onboarding SLAs, kickoff template, day-by-day checklist

Onboarding Phases

The Client Onboarding workflow runs through 5 steps:

Account Setup (Day 1) Fetch account data, configure workspace, generate welcome materials.

Engagement Analysis (Day 2-3) Analyze the account's profile, use case, and expected engagement pattern.

Proposal Generation (Day 3-5) Generate a customized onboarding plan with milestones and success criteria.

Compliance Review (Day 5-7) Run compliance checks. Human approval gate — pauses for review if issues found.

Follow-up & Handoff (Day 7-14) Send follow-up communications, schedule check-ins, hand off to assigned AE.

Onboarding SLAs