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AI agent for customer onboarding specialists

Account Setup Verification Agent

Setup milestones that are really working, not just reported done

Quality controlCustomer supportOperations
See how it worksGet access
Account Setup Verification Agent: what goes in, what the agent does and what you get

What it does

Customers often say setup is done when key pieces are quietly broken, which surfaces weeks later as poor adoption. At each setup milestone this agent checks the customer's account directly: users invited and active, roles set, single sign-on working, integrations connected and syncing, and data imported with the expected record counts. It compares what it finds with the onboarding plan. Each failed check gets a plain fix guide for the customer's admin, which the specialist approves before sending. After the admin reports a fix, the agent runs the checks again. Repeated failures go to the specialist with logs. The specialist decides when to mark a milestone complete. Edge case: an integration that connects but syncs zero records is treated as failed, not done.

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
Yes, continueApprovedYes, continueNoNo 1 STARTS WHEN Setup milestone reached 2 USES A TOOL Load the onboarding plan and expected record counts 3 USES A TOOL Check users, roles, SSO, integrations and imports 4 DOES Compare results with the plan 5 CHECKS THE RESULT Do synced record counts match within tolerance? If not: mark the item failed even if it shows connected.Back to step 3. 6 USES A TOOL Draft fix guides for failed checks 7 YOU APPROVE Specialist approves sending fix guides 8 CHECKS THE RESULT Do all checks pass after the customer's fixes? If not: rerun the checks and send logs to the specialistafter two failures. Back to step 3. 9 RESULT Milestone marked complete
Read the steps as a list
  1. Setup milestone reached
  2. Load the onboarding plan and expected record counts
  3. Check users, roles, SSO, integrations and imports
  4. Compare results with the plan
  5. Do synced record counts match within tolerance?If not: mark the item failed even if it shows connected. Back to step 3.
  6. Draft fix guides for failed checks
  7. Specialist approves sending fix guidesThe agent waits here for your OK.
  8. Do all checks pass after the customer's fixes?If not: rerun the checks and send logs to the specialist after two failures. Back to step 3.
  9. Milestone marked complete

How it decides

A milestone passes only if every technical check passes in the live account.

  • Zero-record syncs count as failed
  • Import counts must be within 2% of the source
  • Two repeated failures trigger a working session

Make it yours

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

  • Checks per milestone
  • Import tolerance (default 2%)
  • Fix guide style
  • When to escalate

What keeps you in control

It always asks you first

  • Sending fix guides
  • Marking milestones complete

Hard limits

  • Read-only access to customer accounts
  • Never changes customer settings

It stops when

  • Done: all milestones verified
  • Stop: customer pauses onboarding

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 happensOn June 10 the customer said their CRM integration was done. The agent found it connected but synced 0 of 12,400 contacts because of a field mapping error. The specialist approved a fix guide. After the admin's fix, the recheck showed 12,310 synced, within the 1% tolerance. The specialist marked the milestone complete.

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