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CS Onboarding Agent

Customer Success · Automator · Claude Haiku

Heartbeat: Event-driven

New customer signs up → onboarding sequence fires → milestones tracked.

WHAT IT DOES

Triggers on new customer signup. Sends welcome sequences, checks onboarding milestones (first login, first integration, first insight), nudges customers who stall, and reports completion rates to your CS team.

WORKFLOW

  1. Trigger on signup
  2. Send sequence
  3. Check milestones
  4. Nudge
  5. Report

SKILLS

onboarding-sequencermilestone-checkernudge-writerkickoff-preparerstall-detectorcohort-reporterhandoff-manager

INTEGRATIONS

Salesforce
HubSpot
Mixpanel
Amplitude
Intercom
Customer.io
Calendly
Slack
Notion
Role
Automator
Model
Claude Haiku
Heartbeat
Event-driven