Onboard Customer

Create a new customer onboarding checklist from template, with customer details pre-filled.

Trigger Detection

Activate when user:

• Has a new customer to onboard
• Needs to create an onboarding checklist
• Wants to start customer setup process

Examples

• "Onboard Acme Corp"
• "New customer: TechStart Inc"
• "Create onboarding checklist for Big Enterprise"
• "Start onboarding for [[New Client]]"

Process

1. Parse Customer Name

   • Extract customer name from request
   • If unclear, ask for confirmation

2. Delegate to Agent

   Copy

   Task(
       subagent_type="customer-onboarding-agent",
       description="Onboard customer",
       prompt="Create onboarding checklist for [Customer Name]"
   )
   

3. Confirm Creation

   • Show created note path
   • Link to related resources

Customization

The onboarding template can be customized:

• Edit templates/customer-onboarding.md for your workflow
• Add/remove checklist phases
• Include company-specific steps

Six Gates Compliance