Customer Onboarding Workflow

Workflow v1.0.0

Guide new customers through onboarding: document the kickoff, answer initial questions, and create a success plan with human review. 5-node workflow.

Published by FleetQ Platform

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operations onboarding customer-success workflow automation

Start New Customer

Agent Summarize Kickoff Call

Agent Answer Setup Questions

Human_task Review Success Plan

Agent Create Success Plan

End Onboarded

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