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AI agent for customer onboarding specialists

New Customer Early Issue Triage Agent

No early issue left waiting or unresolved

Customer serviceCustomer support
See how it worksGet access
New Customer Early Issue Triage Agent: what goes in, what the agent does and what you get

What it does

Problems in a customer's first 90 days shape how they feel about the whole relationship, yet early tickets get handled like any other. This agent watches support tickets, emails and chat from new accounts. It tags each issue as setup, how-to, bug or billing. How-to questions get a draft answer from the help center. Setup and bug issues are matched to known issues and routed with context. The specialist approves every reply to the customer. The agent then checks after one day whether each issue got a response, and after three days whether it is resolved. Stuck issues are escalated to the specialist with a short summary. It also counts issues per account to spot patterns. Edge case: three issues in one week from the same account trigger a check-in call suggestion.

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 New issue from a new account 2 USES A TOOL Load the account's onboarding stage and recenttickets 3 DOES Tag as setup, how-to, bug or billing 4 USES A TOOL Draft help-center answers or match to known issues 5 YOU APPROVE Specialist approves replies 6 CHECKS THE RESULT Is the issue answered in a day and resolved inthree? If not: escalate to the specialist with a summary andchase the owner. Back to step 4. 7 DOES Count issues per account for patterns 8 CHECKS THE RESULT Does the account have fewer than three issues thisweek? If not: suggest a check-in call to the specialist. Backto step 7. 9 RESULT Issue closed and logged
Read the steps as a list
  1. New issue from a new account
  2. Load the account's onboarding stage and recent tickets
  3. Tag as setup, how-to, bug or billing
  4. Draft help-center answers or match to known issues
  5. Specialist approves repliesThe agent waits here for your OK.
  6. Is the issue answered in a day and resolved in three?If not: escalate to the specialist with a summary and chase the owner. Back to step 4.
  7. Count issues per account for patterns
  8. Does the account have fewer than three issues this week?If not: suggest a check-in call to the specialist. Back to step 7.
  9. Issue closed and logged

How it decides

It routes by issue type and escalates when response or resolution time passes the limit.

  • Three issues in a week suggests a check-in call
  • Bugs are linked to known issues when possible
  • Billing issues go to finance with the contract

Make it yours

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

  • New account window (default 90 days)
  • Response and resolution limits
  • Issue types
  • Pattern threshold

What keeps you in control

It always asks you first

  • Customer replies
  • Check-in calls

Hard limits

  • Never promises fix dates
  • Never issues credits

It stops when

  • Done: issue resolved
  • Stop: account passes 90 days

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 September 3, a new account reported missing data in exports. The agent matched it to a known bug and routed it to engineering with context. After three days it was not resolved, so the check failed and it escalated to the specialist. It also saw this was the account's third issue that week and suggested a call, which the specialist booked.

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