All agents006
Halcyon agent
Onboarding assistant
New customers set up in days, with nobody chasing them.
9 days
to first value for new accounts, down from 24
+
/ 001 /
Scope
What it handles. What it leaves alone.
Walks each new customer through setup, answers the routine questions from your own docs and tells your team when someone is stuck. Your onboarding plan stays the same. It just gets followed.
What it handles
- Welcome sequences that follow your onboarding plan
- Answers to setup questions from your help center and runbooks
- Progress tracking per account, step by step
- A nudge to the customer success manager when a step stalls
- A handover note when onboarding is done
What it leaves alone
Contract changes, custom integrations and anything that needs a call. Those go to the customer success manager with a summary.
Everything on this list goes to a named person, with the context attached. The agent does not guess.
+
/ 002 /
Example run
One real run, start to finish.
Every run is logged like this: what the agent read, what it did and who approved it. Times come from a customer workspace, names are changed.
Connects to
- 10:15 A new account signs up. The agent creates the onboarding checklist in Notion from your template.
- 10:16 It sends the welcome email with the first two setup steps and the matching help articles.
- Day 3 Step two, connecting the data source, is still open. The agent sends a short reminder with a screenshot.
- Day 5 Still stuck. It posts in the customer success channel with the account name and what is missing.
- Day 6 The manager books a 15-minute call. Setup finishes the same day and the run is logged.
+
/ 003 /
In production
Teams running this agent today.
Each story starts with a week of looking at where the hours actually went. Numbers are before and after go-live.
+
/ 004 /
Book a demo
See this agent on your own queue.
Tell us where it would work and what it should never touch. We reply within one working day with two times for a call.
A reply within one working day
From a person, with two times for a call.
A 30-minute call about one workflow
We look at it together and say plainly whether an agent can take it.