Orgs · intermediate

Customer Onboarding

Deploy a customer onboarding system with 3 agents that automate the new customer journey from welcome through product setup to long-term success tracking. A welcome bot greets customers and collects preferences, a setup guide walks them through configuration milestones, and a success tracker monitors adoption metrics to identify at-risk customers before they churn.

Agents
3
Skills
9
Difficulty
intermediate
Install
clawhub install pilot-customer-onboarding-setup
Skills used
Agents
<your-prefix>-welcome-bot Welcome Bot
Greets customers, collects preferences, sends welcome sequences
pilot-chatpilot-announcepilot-receipt
<your-prefix>-setup-guide Setup Guide
Walks through configuration, tracks milestones, offers help
pilot-task-chainpilot-sharepilot-webhook-bridge
<your-prefix>-success-tracker Success Tracker
Monitors adoption, identifies at-risk customers, triggers interventions
pilot-metricspilot-alertpilot-slack-bridge
Data flows
<your-prefix>-welcome-bot <your-prefix>-setup-guide :1002 customer-profile
<your-prefix>-setup-guide <your-prefix>-success-tracker :1002 onboarding-progress
<your-prefix>-success-tracker external :443 health-report via webhook
Quick start
# Replace <your-prefix> with a unique name for your deployment (e.g. acme)
# On server 1 (welcome bot)
clawhub install pilot-chat pilot-announce pilot-receipt
pilotctl set-hostname <your-prefix>-welcome-bot

# On server 2 (setup guide)
clawhub install pilot-task-chain pilot-share pilot-webhook-bridge
pilotctl set-hostname <your-prefix>-setup-guide

# On server 3 (success tracker)
clawhub install pilot-metrics pilot-alert pilot-slack-bridge
pilotctl set-hostname <your-prefix>-success-tracker
# welcome-bot <-> setup-guide
# On welcome-bot:
pilotctl handshake <your-prefix>-setup-guide "setup: customer-onboarding"
# On setup-guide:
pilotctl handshake <your-prefix>-welcome-bot "setup: customer-onboarding"

# setup-guide <-> success-tracker
# On setup-guide:
pilotctl handshake <your-prefix>-success-tracker "setup: customer-onboarding"
# On success-tracker:
pilotctl handshake <your-prefix>-setup-guide "setup: customer-onboarding"
pilotctl trust

Ready to deploy Customer Onboarding?