Step 1: Navigate to the Onboards Section
From the left-hand navigation menu, select Onboards.
Click the New Onboard button to create a new agent-based onboarding flow.
Alternatively, select an existing Onboard from the list to edit or customize its agent.
Step 2: Access Agent Settings
Once inside the chosen Onboard, locate the Agents tab or link in the header breadcrumb (e.g. Site Settings > Agents > YourAgentName).
Click on an existing agent to modify it, or choose New Agent if you’re starting from scratch.
Step 3: Configure Basic Information
Within the Basic Info tab, fill out the following:
Name: Give your agent a descriptive name that reflects its purpose or type of onboarding.
Description: Provide a brief overview to help you and your team remember what this agent does.
Slug: Set a short, memorable URL-friendly identifier for the agent.
Step 4: Select Onboarding Type & Permissions
In the Settings panel (usually to the right), define the agent’s role and access:
Onboarding Type:
External (Client Self-Steered): Clients move through steps at their own pace.
Internal (Team-Guided): Your team leads the onboarding process.
Allow Multiple Sessions: Enable this if you want multiple users or concurrent onboarding sessions managed by this agent.
Heading Text & Branding: Update the heading and choose brand colors that match your company’s style.
Step 5: Choose Your AI Model & Integrations
In the AI Model & Branding section:
Select an AI Model: Choose from supported providers (e.g., OpenAI).
Enter Your API Key: If required, input the API key to enable the AI’s capabilities.
Customize Colors & Branding: Adjust primary and secondary colors to maintain brand consistency.
Available Tools: Enable integrations like Memory, Email, Notion, or Monday to enhance the agent’s capabilities during the onboarding.
Step 6: Add Onboarding Steps
Switch to the Steps tab:
Click Add Step to create a sequence of tasks, prompts, or checkpoints.
Title: Give each step a clear, action-oriented name (e.g., “Send Welcome Email”).
Description: Provide guidance or instructions for that step.
Completion Tool: If applicable, select a tool or action that completes the step (e.g., “Email” for sending a template message).
Add as many steps as needed to cover the entire onboarding journey.
Step 7: Save & Publish
After configuring your agent and steps, click Save to store your changes.
Once you’re ready for others to access the onboarding, select Publish. A published agent is accessible via its Onboard interface.
Step 8: Test & Refine
View Live: Check your onboarding process from the end-user perspective to ensure it’s clear and intuitive.
Edit Onboard: Return to the Editor at any time to adjust steps, branding, or AI configurations.
Monitor Analytics: Later, use the Analytics tab to see how users progress through the onboarding and where improvements might be needed.