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AI agent for customer onboarding specialists

Account Setup Blocker Chaser Agent

Find stuck customers early and move each of them to the next setup step.

MonitoringCustomer supportOperations
See how it worksGet access
Account Setup Blocker Chaser Agent: what goes in, what the agent does and what you get

What it does

You have 60 customers in setup, and one of them has been stuck on connecting their data for 18 days while you were busy with kickoffs. This agent checks each customer's setup progress every day and compares the time on the current step with what is normal for that plan. It finds who is stuck beyond the expected time and looks for the likely blocker, using product usage, errors and support tickets, such as a failed connection or a missing admin permission. It then drafts a help message that includes the right guide or an offer of a call. It rechecks after a few days to see if the customer moved. If they did not, it proposes a different approach, such as a call or a contact at the customer's company. The specialist approves every message. Edge case: the customer is on holiday, so the agent waits.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
ApprovedYes, continueYes, continueNoNo 1 STARTS WHEN Daily progress check 2 USES A TOOL Read each customer's setup step and time on it 3 DOES Find customers beyond the expected time 4 USES A TOOL Look at errors, tickets and activity for the likelyblocker 5 DOES Draft a help message with the matching guide or acall offer 6 YOU APPROVE Specialist approves each message 7 USES A TOOL Send the approved message and log it 8 USES A TOOL Recheck the customer's progress after three days 9 CHECKS THE RESULT Has the customer moved past the blocked step? If not: propose another approach such as a call or adifferent contact. Back to step 4. 10 CHECKS THE RESULT Is the customer on the expected path for the nextstep? If not: mark them for review and list the next likelyblocker. Back to step 3. 11 RESULT Stuck customer report
Read the steps as a list
  1. Daily progress check
  2. Read each customer's setup step and time on it
  3. Find customers beyond the expected time
  4. Look at errors, tickets and activity for the likely blocker
  5. Draft a help message with the matching guide or a call offer
  6. Specialist approves each messageThe agent waits here for your OK.
  7. Send the approved message and log it
  8. Recheck the customer's progress after three days
  9. Has the customer moved past the blocked step?If not: propose another approach such as a call or a different contact. Back to step 4.
  10. Is the customer on the expected path for the next step?If not: mark them for review and list the next likely blocker. Back to step 3.
  11. Stuck customer report

How it decides

A customer is stuck when they spend more than 1.5 times the normal time on a step. The blocker is chosen from errors, tickets and the step type.

  • Flag a step after 1.5 times its normal duration
  • Match the guide to the error shown, not just to the step
  • Wait 3 days before chasing again
  • Skip customers with a known absence or pause note

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Normal duration for each setup step
  • Stuck threshold (default 1.5 times normal)
  • Wait before chasing again (default 3 days)
  • Message tone and signature
  • Escalation rule

What keeps you in control

It always asks you first

  • Specialist approves each message before it is sent

Hard limits

  • Never send a message without approval
  • Never contact someone who has asked to be left alone

It stops when

  • Done: customer completes setup
  • Stop: no response after three messages, so the specialist and account owner decide next steps

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensHannah's account has spent 16 days on connecting its data source, against a normal 6. The agent finds three failed login errors and a ticket about permissions. It drafts a message with the admin permission guide and offers a 15-minute call. The specialist approves it. After three days the customer still has not moved, so the agent proposes contacting the IT contact named in the contract.

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