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Slack Customer Onboarding Agent
When a new customer signs, it writes the kickoff plan from the sales call, chases each step past its date, and sends the customer an update each Monday. Your team stops chasing setup by hand.
15 minutes. You'll see how it would run at your business, the hours it frees up and what it costs.
- ✓Writes the kickoff plan from the sales callper customer
- ✓Chases anything past its promised dateevery day
- ✓Sends each customer a Monday updateweekly
Onboarding moves without anyone chasing it.
Slack
HubSpot
GmailHow it works
The agent does the job from start to finish, on its own schedule. Your team talks to it in Slack or Teams.
Starts when the deal is won
It sees the deal move to won in HubSpot and reads the notes and the call logged on it.
- 2
Writes the kickoff plan
From the sales call, it writes the setup steps, who owns each one, and the date promised. Each step goes into HubSpot as a task.
Shares the plan with your team
The plan goes to your team in Slack, in a channel for that customer if your process uses one.
- 4
Chases what is late, every day
Each step past its date gets a nudge: a Slack message to your owner, or an email to the customer when the step is theirs.
Sends the customer a Monday update
Each customer gets an email from your inbox: what got done, what is next, and what you need from them.
What you get
Late steps get chased the day they slip, not when the customer asks what happened.
Each new customer has a written plan with owners and dates, built from what they were told on the sales call.
A short update lands each Monday, so nobody has to write it by hand.
What this looks like at your business
Kickoff planSetup steps, owners and dates, written from the sales call.
Designed for software companiesLate stepsEach step past its date chased with the right person.
Designed for software companiesCustomer updateDone, next and what you need, sent to each new customer.
Designed for software companiesBuilt for your company
Your version, set up around how you work
No two businesses run this job the same way. Your Slack Customer Onboarding Agent follows your process, your rules and your software, not a template.
The steps your customers go through, in your order, with the dates you promise.
Your onboarding lead, your engineers, or the account owner. Each one hears about their own steps.
Your tone, your sign-off, and the details your customers want to see each week.
HubSpot, Gmail and Slack today. If you track customers in Salesforce or email from Outlook, your version works there.
Works in the software you use
You make the key in your own accounts. Nothing to install on your computers.
Part of a team of agents
Agents pass work to each other, so a job keeps moving without someone on your team handing it along.
Tracks each trial to paid. A trial that turns into a paying customer is one the Onboarding Agent sets up.
Trials that stall on day two, not day 30.
See this agent →Checks who logged in and set up each hour, and sends next steps or tells the owner to call once onboarding is done.
Your team calls at the right time, with the reason.
See this agent →Keeps HubSpot copied and searchable, calls included, so the plan can be built from what the customer said on the sales call.
Your CRM stays right without anyone typing.
See this agent →Built for
Book a 15-minute call
Get your version of the Slack Customer Onboarding Agent
Bring how your team does this job today. In 15 minutes you'll know how your version would run, the hours it frees up and what it costs.
Questions about the Slack Customer Onboarding Agent
Is my customers' information safe?
Yes. The agent reads only the deals, calls and email its job needs, in your own HubSpot, Gmail and Slack. Customer details never go into public AI. Agents connect to AI through business-grade connections audited under SOC 2.
Does it change my HubSpot?
Only the tasks and notes for each setup step. Your deals and contacts stay the way your team set them.
Can it follow the way we onboard?
Yes. Your version uses your steps, your dates and your people. We set that up with you after the call.
Can I turn it off?
Yes. Remove its key in HubSpot, Gmail or Slack and the agent loses access right away.
What does it cost?
You get the price on the call, along with the hours it saves your team.