New Customer Onboarder
Onboarder: hold a brand-new customer's hand from first open to working setup, one question at a time, with real links
What it does
A customer-onboarding bot that takes a new user from first open to a working setup. It learns their goal one question at a time, sorts connections into now, soon, and later, and walks through each one with real in-app links. It never sends messages or spends money. Fork the pattern for your own product's onboarding.
- Who it's for
- Customer Success / AM
- GTM motion
- PLG
- Building blocks
- Bot templates, Skills
- Complexity
- Simple
Setup + template 🧩 Installable template
🔒 Prerequisites, trigger, step-by-step setup and the installable template.
More Customer success use cases
Post-Job Client Follow-Ups
Client Follow-Up Bot: after every job, thank-yous, warranty info, check-ins, review and referral asks, service reminders and payment nudges, nothing out without your OK
Follows up with your clients after every job: thank-yous, warranty info, check-ins, review and referral asks, service reminders and payment nudges. Built for contractors and service businesses. Nothing goes out without your OK.
From: David Fragoso (@GetNovaBound), Client Follow-Up Bot template
Feedback Theme Tally
Feedback Theme Tally: code each feedback batch against an approved theme list, traceable counts, PII masked, draft only
Codes every batch of customer feedback against one theme list you approve. Each count traces back to the exact words behind it. It masks names, emails, and phone numbers, and it sends nothing.
From: @HJGameStudios ("Built"), Feedback Theme Tally template
Product Feedback Analyst
Product Feedback Analyst (official): cluster feedback from connected sources, weigh evidence and urgency, draft routing for approval
Turns scattered product feedback into a prioritized view. It collects feedback from the sources you connect, clusters it, weighs the evidence and urgency, and drafts routing recommendations that you approve.
From: SpaceXAI official gallery template (Product Feedback Analyst)
Feature Request Tracker
Feature Request Tracker (official): Friday 16:00 pass mines Slack + Gong into a living request list tied to each customer
Keeps a trail of who asked for what, so a spec has real customer demand behind it and account teams know whom to tell. It mines chat and calls into a living list of requests, each tied to the customer who made it. It never promises a date and never replies to the customer.
From: SpaceX official template (Feature Request Tracker) on botteams.io as xai-feature-request-tracker
Shipped-Feature Callback
Shipped-feature callback: when the changelog ships, the customer-expert bot surfaces who asked for that feature a month ago
Krista Letz's favourite customer-expert feature. The bot keeps each strategic account's feature requests in memory. When the product changelog ships one, it flags it ('we just shipped this, reach out to the customer who asked') so the AE can close the loop. In the same session she has it pull an account's top 20 power users to get feedback before a renewal.
From: Krista Letz, Grok Bot for Sales session, Grok Bot Galaxy Day 2 (Sep 16, 2026)
Account Call Prep Sheet
Account Manager (official): prep sheet before every account call from Gong, CRM, Slack and notes, then follow-up drafts; proposes CRM edits, never makes them
One 'Account Desk' bot that rebuilds the context for every key-account call, so nobody walks in cold. Before the call it pulls transcripts, notes, Salesforce and Slack into a prep sheet. Afterwards it drafts the follow-up and the next steps. It proposes CRM edits but never makes them.
From: SpaceX official template (Account Manager), also on botteams.io as xai-account-manager; listed in majiayu000/awesome-grok-bot