Three service desk engineers with headsets around their necks stand talking on an operations floor at night as a stream of cyan pixels runs along the desks.

Client onboarding.

Account setup, baseline documentation and kickoff packs prepared for review.

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From the work todayto a person's sign-off.

The work today
Onboarding is repetitive but has to be right every time, and the quality varies from one technician to the next.
What the agent does
Prepares the account setup, documents baseline configurations and drafts the kickoff pack.
What a person approves
A person reviews everything client-facing before it ships, against templates leadership has approved.
What is recorded
Each onboarding is kept with what was prepared and who approved it.

Two white scale-model office blocks on a black table with a small gatehouse between them, a stream of cyan pixels passing under its raised barrier.

Nothing goes outwithout a person.

The agent works on a copy of your data. What it wants to send or change waits for a person, who sees exactly what will happen and approves or rejects it.

How approvals work