{"id":"6ecaa31a-343c-4492-b4e8-1f7d3d342efb","shortId":"bNztyk","kind":"skill","title":"pilot-customer-onboarding-setup","tagline":"Deploy a customer onboarding system with 3 agents that automate the new customer journey from welcome through setup to success tracking.  Use this skill when: 1. User wants to set up an automated customer onboarding pipeline 2. User is configuring an agent as part of a customer s","description":"# Customer Onboarding Setup\n\nDeploy 3 agents that automate the customer journey from welcome through setup to success tracking.\n\n## Roles\n\n| Role | Hostname | Skills | Purpose |\n|------|----------|--------|---------|\n| welcome-bot | `<prefix>-welcome-bot` | pilot-chat, pilot-announce, pilot-receipt | Greets customers, collects preferences, sends welcome sequences |\n| setup-guide | `<prefix>-setup-guide` | pilot-task-chain, pilot-share, pilot-webhook-bridge | Walks through configuration, tracks milestones, offers help |\n| success-tracker | `<prefix>-success-tracker` | pilot-metrics, pilot-alert, pilot-slack-bridge | Monitors adoption, identifies at-risk customers, triggers interventions |\n\n## Setup Procedure\n\n**Step 1:** Ask the user which role this agent should play and what prefix to use.\n\n**Step 2:** Install the skills for the chosen role:\n```bash\n# welcome-bot:\nclawhub install pilot-chat pilot-announce pilot-receipt\n# setup-guide:\nclawhub install pilot-task-chain pilot-share pilot-webhook-bridge\n# success-tracker:\nclawhub install pilot-metrics pilot-alert pilot-slack-bridge\n```\n\n**Step 3:** Set the hostname:\n```bash\npilotctl --json set-hostname <prefix>-<role>\n```\n\n**Step 4:** Write the setup manifest:\n```bash\nmkdir -p ~/.pilot/setups\ncat > ~/.pilot/setups/customer-onboarding.json << 'MANIFEST'\n<USE ROLE TEMPLATE BELOW>\nMANIFEST\n```\n\n**Step 5:** Tell the user to initiate handshakes with direct communication peers.\n\n## Manifest Templates Per Role\n\n### welcome-bot\n```json\n{\"setup\":\"customer-onboarding\",\"setup_name\":\"Customer Onboarding\",\"role\":\"welcome-bot\",\"role_name\":\"Welcome Bot\",\"hostname\":\"<prefix>-welcome-bot\",\"description\":\"Greets new customers, collects preferences, sends personalized welcome sequences.\",\"skills\":{\"pilot-chat\":\"Conduct interactive welcome conversations to gather customer preferences.\",\"pilot-announce\":\"Broadcast new customer arrivals to internal teams.\",\"pilot-receipt\":\"Confirm customer profile delivery to the setup guide.\"},\"peers\":[{\"role\":\"setup-guide\",\"hostname\":\"<prefix>-setup-guide\",\"description\":\"Receives customer profiles for guided configuration\"}],\"data_flows\":[{\"direction\":\"send\",\"peer\":\"<prefix>-setup-guide\",\"port\":1002,\"topic\":\"customer-profile\",\"description\":\"Customer profiles with preferences and onboarding path\"}],\"handshakes_needed\":[\"<prefix>-setup-guide\"]}\n```\n\n### setup-guide\n```json\n{\"setup\":\"customer-onboarding\",\"setup_name\":\"Customer Onboarding\",\"role\":\"setup-guide\",\"role_name\":\"Setup Guide\",\"hostname\":\"<prefix>-setup-guide\",\"description\":\"Walks customers through product configuration, checks completion milestones, offers help.\",\"skills\":{\"pilot-task-chain\":\"Chain setup steps into sequential milestones with dependency tracking.\",\"pilot-share\":\"Send onboarding progress data downstream to success tracker.\",\"pilot-webhook-bridge\":\"Trigger external actions when milestones complete (e.g. provision resources).\"},\"peers\":[{\"role\":\"welcome-bot\",\"hostname\":\"<prefix>-welcome-bot\",\"description\":\"Sends customer profiles\"},{\"role\":\"success-tracker\",\"hostname\":\"<prefix>-success-tracker\",\"description\":\"Receives onboarding progress updates\"}],\"data_flows\":[{\"direction\":\"receive\",\"peer\":\"<prefix>-welcome-bot\",\"port\":1002,\"topic\":\"customer-profile\",\"description\":\"Customer profiles with preferences and onboarding path\"},{\"direction\":\"send\",\"peer\":\"<prefix>-success-tracker\",\"port\":1002,\"topic\":\"onboarding-progress\",\"description\":\"Onboarding progress with milestone completion data\"}],\"handshakes_needed\":[\"<prefix>-welcome-bot\",\"<prefix>-success-tracker\"]}\n```\n\n### success-tracker\n```json\n{\"setup\":\"customer-onboarding\",\"setup_name\":\"Customer Onboarding\",\"role\":\"success-tracker\",\"role_name\":\"Success Tracker\",\"hostname\":\"<prefix>-success-tracker\",\"description\":\"Monitors adoption metrics, identifies at-risk customers, triggers intervention workflows.\",\"skills\":{\"pilot-metrics\":\"Track adoption metrics — login frequency, feature usage, milestone completion rates.\",\"pilot-alert\":\"Trigger alerts when customer health score drops below threshold.\",\"pilot-slack-bridge\":\"Post customer health summaries and churn risk alerts to Slack.\"},\"peers\":[{\"role\":\"setup-guide\",\"hostname\":\"<prefix>-setup-guide\",\"description\":\"Sends onboarding progress updates\"}],\"data_flows\":[{\"direction\":\"receive\",\"peer\":\"<prefix>-setup-guide\",\"port\":1002,\"topic\":\"onboarding-progress\",\"description\":\"Onboarding progress with milestone completion data\"},{\"direction\":\"send\",\"peer\":\"external\",\"port\":443,\"topic\":\"health-report\",\"description\":\"Customer health reports to dashboards and Slack\"}],\"handshakes_needed\":[\"<prefix>-setup-guide\"]}\n```\n\n## Data Flows\n\n- `welcome-bot -> setup-guide` : customer-profile (port 1002)\n- `setup-guide -> success-tracker` : onboarding-progress (port 1002)\n- `success-tracker -> external` : health-report via webhook (port 443)\n\n## Handshakes\n\n```bash\n# welcome-bot <-> setup-guide:\npilotctl --json handshake <prefix>-setup-guide \"setup: customer-onboarding\"\npilotctl --json handshake <prefix>-welcome-bot \"setup: customer-onboarding\"\n# setup-guide <-> success-tracker:\npilotctl --json handshake <prefix>-success-tracker \"setup: customer-onboarding\"\npilotctl --json handshake <prefix>-setup-guide \"setup: customer-onboarding\"\n```\n\n## Workflow Example\n\n```bash\n# On setup-guide -- subscribe to customer profiles:\npilotctl --json subscribe <prefix>-welcome-bot customer-profile\n# On success-tracker -- subscribe to onboarding progress:\npilotctl --json subscribe <prefix>-setup-guide onboarding-progress\n# On welcome-bot -- publish a customer profile:\npilotctl --json publish <prefix>-setup-guide customer-profile '{\"customer_id\":\"cust_8a3f\",\"name\":\"Jane Smith\",\"plan\":\"pro\",\"preferences\":{\"goals\":[\"integrations\",\"reporting\"]}}'\n# On setup-guide -- publish onboarding progress:\npilotctl --json publish <prefix>-success-tracker onboarding-progress '{\"customer_id\":\"cust_8a3f\",\"completion\":0.50,\"milestones\":{\"account_created\":true,\"first_integration\":true}}'\n```\n\n## Dependencies\n\nRequires `pilot-protocol` skill, `pilotctl` binary, `clawhub` binary, and a running 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Use this skill when: 1. User wants to set up an automated customer onboarding pipeline 2. User is configuring an agent as part of a customer success or onboarding workflow 3. User asks about automating welcome sequences, setup guides, or adoption tracking across agents  Do NOT use this skill when: - User wants a single chat interaction (use pilot-chat instead) - User wants a one-off alert notification (use pilot-alert instead)"},"skills_sh_url":"https://skills.sh/TeoSlayer/pilot-skills/pilot-customer-onboarding-setup"},"updatedAt":"2026-05-18T19:14:53.469Z"}}