Pilot customer onboarding setup

Customer Onboarding Setup

Deploy 3 agents that automate the customer journey from welcome through setup to success tracking.

Roles

Role	Hostname	Skills	Purpose
welcome-bot	<prefix>-welcome-bot	pilot-chat, pilot-announce, pilot-receipt	Greets customers, collects preferences, sends welcome sequences
setup-guide	<prefix>-setup-guide	pilot-task-chain, pilot-share, pilot-webhook-bridge	Walks through configuration, tracks milestones, offers help
success-tracker	<prefix>-success-tracker	pilot-metrics, pilot-alert, pilot-slack-bridge	Monitors adoption, identifies at-risk customers, triggers interventions

Setup Procedure

Step 1: Ask the user which role this agent should play and what prefix to use.

Step 2: Install the skills for the chosen role:

# welcome-bot:
clawhub install pilot-chat pilot-announce pilot-receipt
# setup-guide:
clawhub install pilot-task-chain pilot-share pilot-webhook-bridge
# success-tracker:
clawhub install pilot-metrics pilot-alert pilot-slack-bridge

Step 3: Set the hostname:

pilotctl --json set-hostname <prefix>-<role>

Step 4: Write the setup manifest:

mkdir -p ~/.pilot/setups
cat > ~/.pilot/setups/customer-onboarding.json << 'MANIFEST'
<USE ROLE TEMPLATE BELOW>
MANIFEST

Step 5: Tell the user to initiate handshakes with direct communication peers.

Manifest Templates Per Role

welcome-bot

{"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"]}

setup-guide

{"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"]}

success-tracker

{"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"]}

Data Flows

• welcome-bot -> setup-guide : customer-profile (port 1002)
• setup-guide -> success-tracker : onboarding-progress (port 1002)
• success-tracker -> external : health-report via webhook (port 443)

Handshakes

# welcome-bot <-> setup-guide:
pilotctl --json handshake <prefix>-setup-guide "setup: customer-onboarding"
pilotctl --json handshake <prefix>-welcome-bot "setup: customer-onboarding"
# setup-guide <-> success-tracker:
pilotctl --json handshake <prefix>-success-tracker "setup: customer-onboarding"
pilotctl --json handshake <prefix>-setup-guide "setup: customer-onboarding"

Workflow Example

# On setup-guide -- subscribe to customer profiles:
pilotctl --json subscribe <prefix>-welcome-bot customer-profile
# On success-tracker -- subscribe to onboarding progress:
pilotctl --json subscribe <prefix>-setup-guide onboarding-progress
# On welcome-bot -- publish a customer profile:
pilotctl --json publish <prefix>-setup-guide customer-profile '{"customer_id":"cust_8a3f","name":"Jane Smith","plan":"pro","preferences":{"goals":["integrations","reporting"]}}'
# On setup-guide -- publish onboarding progress:
pilotctl --json publish <prefix>-success-tracker onboarding-progress '{"customer_id":"cust_8a3f","completion":0.50,"milestones":{"account_created":true,"first_integration":true}}'

Dependencies

Requires pilot-protocol skill, pilotctl binary, clawhub binary, and a running daemon.