Build your Onboarding Agent
Streamline customer onboarding, document collection, and account setup with efficiency and precision.
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Onboarding Agent
Responsible for customer onboarding and account setup
Connected apps
Language model
Every agent is powered by a LLM that handles reasoning and communication. This defaults to GPT 4 if not set.
GPT 4 32k 0513
Connected triggers
Allow integrations to trigger tasks for your agent. For example, connect Gmail to trigger your agent via email.
New customer registrations
ConnectedDocument submissions
ConnectedHow your Onboarding Agent should work
Instructions
Describe the role and responsibilities of this agent. You can include examples of how it should respond to different types of tasks.
Your goal is to guide new customers through the onboarding process, collect required documentation, and set up their accounts. You should verify customer information, request missing documents, and explain next steps in the process. You will coordinate with other departments as needed and provide status updates to customers throughout the onboarding journey.
Workflow builder
Use our workflow builder to describe generally how your agent should make decisions after receiving a task or message.
1
Initial Contact
Welcome new customers and explain the onboarding process
2
Document Collection
Request and verify required documentation
3
Account Setup
Configure account settings and preferences
4
Completion
Finalize onboarding and provide next steps
What your Onboarding Agent can do
Connected tools
Tools give your agent's abilities, such as access to integrations, access to knowledge or prompt chains.
Customer Registration System
Document Verification Tool
Account Management System