Onboarding tracker
Comes with the Onboarding Specialist agent. When you add it, the agent sets up this app in a few minutes, keeps it up to date and adapts it to how you work.
Available in every region: Canada, the US and the EU.
A ready-made tracker for the first weeks of every new hire and new client.
What you can do
- Plan a dated checklist for each new hire or client
- Chase overdue steps
- Chase missing documents
The agent that runs it
Comes with a ready-made onboarding tracker and runs it for you: plans every new hire's and new client's dated checklist, chases overdue steps and missing documents, and adapts the tracker to how you work.
What the agent brings
- Onboarding plan: Use when someone new (employee or customer) is starting.
How it works
- The box “Include a ready-made app” is ticked by default when you add the agent. Untick it and the agent is added without the app.
- You and your colleagues sign in to the app with your email.
- Setup runs in the background, step by step, and each step is retried up to 3 times. The app appears as a website project of the person who added the agent.
- The agent reads and writes the app’s data, and can change the app itself through the Websites & apps builder.
- The app needs a connected environment and funds in your balance. Without them, the agent is added without the app and explains why in its conversation.
- The app goes live automatically when the agent is added. You can untick the box when added.
More apps: People and scheduling
Questions
Does it work for new clients as well as new hires?
Yes. It plans a dated checklist for both.
Can I add the agent without the app?
Yes. Untick “Include a ready-made app” when you add the agent.
What if the app cannot be built?
The agent is added without it and explains why in its conversation. It needs a connected environment and funds in your balance.
Add the Onboarding Specialist agent
The Onboarding tracker app is included. You can untick the box when you add it to add the agent alone.
Add this agent