Onboarding that notices who is stuck, and why
The Onboarding Guide watches every setup milestone, diagnoses the real blocker when one stalls, and intervenes with the fix, not another reminder.
Milestone check · Ridgeline
Onboarding GuideDaily check on Ridgeline. Two milestones done, SSO setup has not moved in four days.
Reading milestone and activity history2sTheir IT admin opened the SSO guide twice and stopped at the same step both times. This is a how-to blocker, not disinterest.
Pulling the SAML steps for their identity provider3sSending the admin the exact steps1sOffering a 15-minute setup session2s
How it works
Milestone stalled · 4 daysKickoff complete · RidgelineUsage dropped · week 2Go-live date at risk
SAML steps sent to adminSetup session bookedMilestones updated · 2 of 3Blocker named on the recordTriggered by milestones and usage
The agent checks every onboarding account daily against your milestone plan, and reacts the day something stalls, not at the next weekly review.
Diagnoses before it acts
It reads usage, history and context to name the real blocker: a stuck admin, a different adoption path, or a customer who asked for time. Then it picks the intervention to match.
Acts in Slack, email and the calendar
Guides, nudges and booked sessions go out where the customer already works, and every milestone update is written back to your CRM.
Without Relevance
With Relevance
A CSM notices a quiet account during a weekly review, days after it went quiet.
The agent checks every account’s milestones daily and reads why one stalled before anyone else sees it slipping.
A generic "just checking in!" email that the stuck admin ignores.
The right fix for the actual blocker: the exact SAML steps for the stuck admin, a booked session when steps are not enough.
A checklist says a milestone is incomplete, so the customer gets nudged, even when they are live.
The agent reads real usage before acting. A customer who adopted a different path is marked done, not nagged.
High-touch accounts get walked through setup. The long tail gets a help-center link.
Every account gets watched and unblocked with the same attention, from the largest logo to the smallest self-serve signup.
The cadence fires on schedule whether the customer is sprinting or has asked for a pause.
The agent adapts to the customer’s pace: it accelerates the eager, holds off when asked, and resumes exactly when they said to.
Stalls are discovered late, so go-live slips and nobody can say why.
Blockers are caught the day they appear, with the cause named, so go-live dates hold.
Held to a quality bar, on every run
Every intervention is checked against eval test cases written for this exact job before it reaches a customer. If a run fails the bar, it never ships.
Onboarding GuidePass rate · last 14 days
Sampling 2% of live runs · 94% passing this week
Train your agent like an employee
Onboard it with your playbooks and correct it in plain English. It learns the lesson for good, and nothing changes until you approve it.
Built for enterprise teams
Run agents on your real data with the access controls, audit trails, and residency guarantees enterprises require all built in.
Monitoring
Real-time visibility into every agent’s activity, performance, and cost.
RBAC
Control who can use, build, edit, and deploy agents.
Data residency
Multi-region deployment keeps your data within your required geography.
Version control
Full version history on every agent. Roll back to any previous state.
Audit logs
Every action, every decision, every tool call logged and exportable.
Human-in-the-loop
Set approval gates on any action or allow agents to ask questions.
SSO / SAML
Enterprise single sign-on with SAML 2.0. Centralize identity & access.
PII masking
Detect and redact personally identifiable information.
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
"The key for us was how we can modularize industry knowledge and the best playbooks, and apply it."
Allen Roh
Senior Marketing Manager, Autodesk
"We're looking for every place where AI can allow sellers and customer success reps to be more engaged with customers."
Rob Giglio
Chief Customer Officer, Canva
"The ability to be vendor agnostic and the ability to scale across a breadth of functions is a really key feature."
Levi Watters
Partner, KPMG Australia
Team it up with more customer success agents
Deal won- 1Handoff brief sent
- 2Intro email sent
- Kickoff booked
Customer Transitioner
Hands new customers off from sales to success.
UpsellUpsell & Cross-Sell
Spots upsell and cross-sell potential per account.
Ticket resolvedSupport Triage
Classifies, prioritizes and routes inbound tickets.
Every agent you add shares one stack
These agents all run on one platform: one gateway, one router, one eval suite, one audit trail. Every agent after the first ships faster.
- Triggered by key events or signalslike Zapier
- Given access to contextlike Zep
- Connected to your appslike Composio
- Access to all LLMslike OpenRouter
- Performance evaluatedlike Braintrust
- No-code agent builderlike Dust.tt
- Coordinated into teamslike CrewAI
- Chained into multi-step processeslike n8n
- Kept alive through long-running worklike Temporal
- Traced at every step of every runlike Langfuse
Put the Onboarding Guide to work this quarter
We partner with enterprise teams to take this work off their plate. An agent built with you, proven against your quality bar, and live in weeks.