CHATBOTS
Agentic onboarding coach that completes setup steps for the user
An agent-driven in-app coach that not only answers onboarding questions from docs but, when asked, performs the setup action itself and confirms it back to the user.
How it runs
The automated pipeline, trigger to output.
- TriggerNew in-app request in IntercomIntercom
- ActionRetrieve procedure from CodaCoda
- LogicPlan steps, confirm risky actions
- ActionPerform setup via product APIHTTP webhook
- ActionRecord action and outcome in PostgresPostgres
- OutputConfirm result in IntercomIntercom
What it does
Goes beyond answering. This agentic coach reads the user's in-app request, retrieves the relevant feature docs to understand the correct procedure, then actually carries out the requested onboarding action against the product API on the user's behalf, and reports what it did. If a step is ambiguous or risky, it asks the user to confirm first.
When to use it
Use it for onboarding flows where the fastest path to activation is doing the setup for the user, such as connecting an integration or seeding a first project. Best when you trust an agent to take scoped actions and want a true do-it-for-me experience.
How it works
- 1A new in-app request arrives through the Intercom trigger.
- 2The agent retrieves the procedure for the request from the Coda docs.
- 3The agent reasons over the docs to plan the exact steps, asking the user to confirm anything destructive.
- 4It calls the product API via a webhook to perform the setup action.
- 5It records the completed action and outcome in Postgres for audit.
- 6It replies in Intercom confirming what was done and any next step.
Set it up
What you configure once, before turning it on.
- 1Connect IntercomConversations, contacts, articles.
- 2Connect CodaDocs, packs, automations.
- 3Connect HTTP webhookTrigger any URL on agent actions.
- 4Connect PostgresAny Postgres URL — query, write, migrate.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.