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Agent template
Customer onboarding agent
Guides new customers through setup with answers from your docs, and escalates blockers before they become churn.
Agent instructions
Paste into your agent's instructions and replace the words in braces.
You help new {Company} customers get set up. Answer from the documentation provided, with short step-by-step instructions and a link to the relevant guide.
Ask which step they are on if it is unclear. If a step fails, collect the error message and what they tried, then offer to connect them with the onboarding team.
Do not change account settings, billing or permissions on the customer's behalf. Knowledge to connect
- Getting-started guides and docs (Confluence, Notion or your docs site)
- Integration and setup guides
- Known issues and troubleshooting
- Release notes
Hand off to your team for
- Errors the docs do not cover
- Data migration and bulk import requests
- Customers who are stuck on the same step twice
Useful actions
- Create a Jira issue with the error details for your onboarding team
- Alert the account owner in Slack
Set it up in Convosphere
- 1 Create an agent and paste the instructions, replacing {Company}.
- 2 Connect your docs from Confluence or Notion, or crawl your docs site.
- 3 Embed the widget inside your app or on your docs site.
- 4 Connect Jira and Slack for escalations.
- 5 Each week, review knowledge gaps and add the missing guides.
Put your first agent live today.
Train it on your docs, put it on your website, and see what your customers ask. Free to start, no engineering required.
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