Playbooks / Customer Support / Customer Health
Onboarding Check-Ins
Watches activation: if a new customer stalls, draft help targeted to where they stopped. Two touches, then a human conversation.
How to run it
Open Customer Support > Customer Health > Onboarding Check-Ins in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Onboarding Check-Ins workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Watch activation: if a new customer stalls, draft help targeted to where they stopped. Two touches, then a human conversation.
Put this workflow to work.
The Customer Support agent ships with this one installed. Open the demo and ask it to run the Onboarding Check-Ins workflow on something of yours.