Implementations stall waiting on something small.
Kickoff, configuration, the file the customer still hasn't sent, the provisioning step nobody picked up. An agent chases what's owed, sets up what it's allowed to set up, and escalates the decisions that are genuinely yours.
The plan slips a week at a time, and nobody can point at the day it happened.
The blockers are never interesting: a spreadsheet in the wrong format, an admin who hasn't granted access, a question sitting in someone's inbox since Thursday. Each one costs a day of nudging that nobody has time to do, and time-to-value — the number your renewal actually depends on — is made of those days.
The part of the plan that's just chasing.
It works the plan, not a reminder list
The tasks live where they already live — a project in Jira or Asana, a checklist in your CRM, a shared channel with the customer. The agent tracks what's outstanding, who owes it, and how long it's been sitting there.
It chases the customer, politely and on schedule
On the channel the customer actually reads — email, the shared Slack or Teams channel, WhatsApp. It asks for the specific missing thing, checks what came back against what was needed, and stops asking once it arrives.
It sets up what it's allowed to set up
Creates the workspace, loads the reference data, runs the import, files the ticket to the team that owns the rest. Every provisioning action is gated the way you configure it — handle, ask first, or do it and report.
The scoping calls go to a person
A customer asking for something outside the statement of work isn't a chase, it's a decision. That goes to the implementation lead with the request and the context, not into a status column.
Working with people who aren't your employees.
A shared channel that both sides can read
The agent works in a channel with the customer's team in it, follows the conversation without joining in, and answers when a message is actually for it. Your team sees the same thread the customer does.
Strangers don't get served
An unknown sender in a shared channel becomes an access request somebody on your side approves — not a silent new user with an agent's attention and your systems behind it.
One run per customer, priced per customer
Tag each run with the account it served and get cost, error rate and p95 per implementation. If you're running onboarding as a service for someone else, that split is the invoice.
When it isn't sure
Scope questions are not status updates.
Chasing is safe to automate because being wrong costs a follow-up message. Scope, timelines and commercial commitments are not, and the agent treats them as a different class of thing: it stops, routes the request to the implementation lead with the customer's exact words, and waits. The customer sees a considered answer instead of an enthusiastic one.
Gated actions on anything that changes scope, dates or entitlements
A fallback ladder, so a customer waiting on an answer isn't waiting on one person's calendar
Every chase, every approval and every provisioning step on one trace per customer
Your project tracker, your CRM, your provisioning.
Connect a system once for the whole organization and every agent can use it from then on — with credentials held at the org and referenced by name, never pasted into a prompt.
Slack
GitHub
Jira
Google Drive
Salesforce
MongoDB
Notion
Linear
Grafana
Discord
Google Chat
Confluence
PostgreSQL
HubSpot
Airtable
Shopify
Stripe
Datadog
Sentry
GCP
BigQuery
Slack
GitHub
Jira
Google Drive
Salesforce
MongoDB
Notion
Linear
Grafana
Discord
Google Chat
Confluence
PostgreSQL
HubSpot
Airtable
Shopify
Stripe
Datadog
Sentry
GCP
BigQuery
Google Calendar
Gmail
Mixpanel
Monday
MySQL
SAP
Zendesk
Zoho CRM
Google Maps
Google Ads
Coralogix
Telegram
Apollo
Mailchimp
Calendly
Redis
Supabase
GCP Logging
gVisor
Loops
Typeform
Google Calendar
Gmail
Mixpanel
Monday
MySQL
SAP
Zendesk
Zoho CRM
Google Maps
Google Ads
Coralogix
Telegram
Apollo
Mailchimp
Calendly
Redis
Supabase
GCP Logging
gVisor
Loops
Typeform
Don't see yours? Import tools from any MCP server or request an integration.
Onboarding questions, answered plainly
Mostly about letting an agent talk to a brand-new customer.
Will a new customer know they're talking to an agent?
That's your call and it's a setting, not a trick. Most teams disclose it, because the agent's whole behaviour — asking a named colleague, waiting for an answer — is easier to explain when it isn't pretending.
Can it grant access to our product?
It can, if you allow that action. Provisioning that grants permissions is the classic case for a gate: the agent prepares the change, a person approves it in one click, and the approval is on the record with who made it.
What if the customer just stops replying?
It escalates rather than nagging forever. After the cadence you set, the stalled item goes to the implementation lead with a history of what was asked and when — which is the conversation that needs a human anyway.
Does this replace our implementation team?
No, and a page that claimed it did would be lying. It removes the chasing and the setup steps that don't need judgment, which is the part of the week that stops implementation managers doing the part that does.
Customer Support
Works the queue in your helpdesk, acts in the systems behind it, and asks before it invents a policy.
Customer Success & Renewals
Watches every account on the same schedule and hands the at-risk ones to the AE with the reasoning attached.
Back Office
Invoices, internal tickets, order exceptions, vendor files — the work in the queue.