Onboarding Agent

Updated June 12, 2026

Onboarding is the agent that makes sure every client engagement starts with a goal. When you add a client, it puts a proposed plan in front of you instead of leaving you with an empty record.

What it does

When you add a client to your workspace, the Onboarding agent proposes two things:

  1. A goals and KPI contract: a concrete definition of what success looks like for this client, expressed as goals and KPIs you and the client can both point to later.
  2. A setup checklist: the practical steps to get the client operational, namely brand voice, account connections, and a first content plan.

How it proposes

Goals are proposed, never assumed. The agent drafts the contract and checklist; you review them, change what’s off, and agree the goals before they go live. Until you do, nothing is in effect. It is the same propose-and-confirm rule that applies to the AI Copilot and every agent.

This is deliberate. Agreeing KPIs is a conversation with the client, and the agent’s job is to make sure that conversation happens at kickoff with a concrete draft on the table, not to skip it.

Why the goals contract matters

Agreed KPIs are the #1 retention lever: anchoring the relationship to a shared definition of success from day one is churn prevention before the first post ships. The agreed goals also feed the rest of the system:

A client onboarded without goals gives both agents less to work with. A client onboarded with an agreed KPI contract gets suggestions and reporting aimed at the right target.

Guardrails

  • Human-approved by design. The goals/KPI contract takes effect only after you review and agree it.
  • Checklist, not black box. Setup is an explicit list (brand voice, account connections, first content plan) so you can see exactly what’s done and what’s pending.

What it won’t do

  • It won’t assume goals. No KPI contract goes live without your review and agreement.
  • It won’t complete setup behind your back. The checklist proposes what needs doing; connecting accounts and approving the content plan are actions you (or your team) take.