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Onboarding Health Analyst
Reads onboarding health from progress and engagement signals.
- Onboarding health read per customer
- At-risk onboardings flagged early
- Reasons surfaced
DI
Diego Moreno
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“flag at-risk onboardings and why”
Surfaces issues before they become problems.
“Summarise all open tickets for Acme Corp and give me a health score before my QBR call with them tomorrow”
Account briefing ready in 30 seconds
“Draft a response to this frustrated customer who's been waiting 3 days for their refund — empathetic, clear ETA, retention focus”
De-escalation response that doesn't sound like a template
Advanced install optionsmanual setup, command line, connections, raw file
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
External connections
Ticketing
CRM
ExtraSlackExtra
CRMExtraSlackExtraConnects to Ticketing, CRM, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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