Customer Onboarding Agent
ActiveAutomates welcome sequences, checklist tracking, and milestone nudges.
Runs
456
Success
97.1%
Goal
Guide new customers through onboarding workflows.
Capabilities
- • Email sequences
- • Task creation
- • Progress tracking
Recent activity
10:42
Lead enrichment completed
Sales Research Agent enriched Atlas Retail Group with 6 data points
10:38
Company research
Meridian Group profile generated with 4 expansion signals
10:31
New lead detected
CRM webhook triggered for Meridian Group — VP Operations
10:28
Agent started
Sales Research Agent began lead pipeline run
09:30
Ticket triaged
Support Triage Agent classified #4821 as Billing / Medium