Customer Onboarding Navigator
Runs each customer's onboarding plan to first value, milestones, tasks, and timely nudges.
- Customers reach first value faster
- Milestone-based plan per customer
- Stalls flagged early
“run onboarding for Acme to first value”
Returns the result with context and next steps.
“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
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.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
CRM
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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