Customer Onboarding

intermediate · 3 agents · 9 skills

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.

Install

clawhub install pilot-customer-onboarding-setup

Skills used

Agents

<your-prefix>-welcome-bot - Welcome Bot
Greets customers, collects preferences, sends welcome sequences
Skills: pilot-chat, pilot-announce, pilot-receipt
<your-prefix>-setup-guide - Setup Guide
Walks through configuration, tracks milestones, offers help
Skills: pilot-task-chain, pilot-share, pilot-webhook-bridge
<your-prefix>-success-tracker - Success Tracker
Monitors adoption, identifies at-risk customers, triggers interventions
Skills: pilot-metrics, pilot-alert, pilot-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