Complete AI Training
Sign inGet my AI kit

Your job's AI kit

Get your AI kit

Tell us who you are and what you do. We show you your kit right away and email you the link: skills, prompts, AI agents, MCP servers and courses for your job.

500+ jobs ready, and we make a kit for any other job. No payment needed to look.

Share

AI agent for customer onboarding specialists

Training Session Attendance Recovery Agent

Make sure every key user finishes training, either live or through a catch-up path.

CommunicationCustomer support
See how it worksGet access
Training Session Attendance Recovery Agent: what goes in, what the agent does and what you get

What it does

After a training session for 20 users from one customer, 6 do not show up, including the person who will administer the tool. This agent reads the attendance list after each session and finds the no-shows, ranked by role, with the administrator and key users first. For each one, it drafts a message with the next available session and a link to the recording and quick start guide. After a few days it checks who attended or watched the recording and completed the catch-up step, such as a short check task. Those who did not are chased again, and the agent proposes different options, like a short one-to-one slot. If the key user is still missing after the second round, it proposes escalating to the account owner. The specialist approves every message. Edge case: a user is on leave, so the agent schedules for their return.

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 Training session ends 2 USES A TOOL Read the attendance list and the invited users 3 DOES List no-shows and rank them by role 4 USES A TOOL Find the next sessions and recordings 5 DOES Draft catch-up messages with slot options 6 YOU APPROVE Specialist approves the messages 7 USES A TOOL Send the messages and log them 8 USES A TOOL After three days, check attendance and recordingviews 9 CHECKS THE RESULT Has every key user attended or finished the catch-upcheck? If not: propose a one-to-one slot and draft a secondmessage. Back to step 4. 10 CHECKS THE RESULT Is any key user still missing after the secondround? If not: propose escalation to the account owner forapproval. Back to step 4. 11 RESULT Training completion report
Read the steps as a list
  1. Training session ends
  2. Read the attendance list and the invited users
  3. List no-shows and rank them by role
  4. Find the next sessions and recordings
  5. Draft catch-up messages with slot options
  6. Specialist approves the messagesThe agent waits here for your OK.
  7. Send the messages and log them
  8. After three days, check attendance and recording views
  9. Has every key user attended or finished the catch-up check?If not: propose a one-to-one slot and draft a second message. Back to step 4.
  10. Is any key user still missing after the second round?If not: propose escalation to the account owner for approval. Back to step 4.
  11. Training completion report

How it decides

It ranks no-shows by role importance. A person is caught up only when they attended another session or completed the recording and the catch-up check.

  • Rank administrators and managers above general users
  • Wait 3 days before the first follow-up check
  • Count a recording as complete only after the catch-up task is done
  • Escalate after two unanswered messages for key users

Make it yours

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

  • Roles counted as key users
  • Days before the first check (default 3)
  • Catch-up task for each course
  • Maximum messages before escalation (default 2)
  • Recording and session sources

What keeps you in control

It always asks you first

  • Specialist approves each message to customers
  • Specialist approves any escalation to the account owner

Hard limits

  • Never send a message to a customer without approval
  • Never share another customer's recording or materials

It stops when

  • Done: all key users are caught up
  • Stop: the customer asks to pause training

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 happensAfter a session with 20 invited, 14 attend. The 6 no-shows include admin Priya and two team leads. The agent drafts messages with next Thursday's session and the recording. After three days, 3 users have watched the recording and passed the check. Priya has not responded, so the agent offers a 20-minute one-to-one and, after another silent round, proposes involving the account owner. The specialist approves.

More agents for customer onboarding specialists

Creating · Customer support

Script and Knowledge Article Gap Agent

Close the top gaps in scripts and articles and confirm that they reduce long calls and repeat contacts.

11 steps2 checks4 jobs
Risk management · Customer support

New Member Welcome and Rules Check Agent

Reduce rule breaks from new members through timely, friendly guidance.

11 steps2 checks3 jobs
Monitoring · Customer support

Account Setup Blocker Chaser Agent

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

11 steps2 checks2 jobs
Quality control · Customer support

Kickoff Call Preparation Agent

Start every kickoff with a verified summary of what was sold, what the customer expects and who is involved.

11 steps1 check2 jobs