AgenticPath
AGENT-NATIVE ONBOARDING

Help customers reach value without leaving the agent experience.

Connecting a server is not the same as onboarding a customer. Agents need structured guidance that helps users understand capabilities, configure access, complete a first successful workflow, and safely reverse changes.

IMPLEMENTATION PRINCIPLES

Principles that guide every implementation.

01

Guided Introduction

Explain available capabilities, limitations, permissions, and common use cases.

02

Readiness Check

Verify credentials, dependencies, configuration, required access, and environmental conditions.

03

Permission-Based Setup

Ask for approval before analyzing environments or making changes.

04

First-Value Workflow

Guide the user through a useful, low-risk task that demonstrates immediate value.

05

Contextual Help

Provide documentation and troubleshooting in the user's active workflow.

06

Clean Disconnect

Explain what will be removed, preserve user control, and reverse changes cleanly.

CAPABILITIES

What we design, build, and deliver.

Guided Introduction
Readiness Check
Permission-Based Setup
First-Value Workflow
Contextual Help
Clean Disconnect and Uninstall

Improve Product Adoption Through the Agent

Connection is not onboarding. Help agents guide users to their first successful workflow.