Agents do the work. Your people make the calls.
Onboard more customers without adding headcount, and without handing your biggest accounts to a bot. CoPort runs the repeatable work across your tools and brings your team in where judgment and relationships matter.
On the walkthrough, we map your onboarding journey live and show where the gates would go.
3
Waiting on you
7 / 10
Agents working
21
Onboarding
18
On track
Waiting on you
oldest first
- 1dReview
Brightline LabsKickoff
Ready to schedule. Agenda drafted from handoff.
- 5hReview
Harbor HealthIntegrate
Escalated after 3 tries: SSO credentials missing
- 2hReview
Northwind FreightGo live
Sign-off ready. Pre-launch checks passed.
Agents working now
Illustrative example
Works across the tools you already use
- CRM
- Call & meeting notes
- Email & Slack
- Support tickets
- Product usage
- Project & task tools
- Surveys & NPS
- Billing
Every onboarding team is forced to choose.
You’re being asked to onboard more customers, faster, without adding headcount. So you pick a side, and someone pays for it.
Scale
Automate it
Templates, emails, and self-serve checklists. It scales cheaply, but customers who need help fall through the cracks, and it feels impersonal.
Touch
Staff it
CSMs run every onboarding by hand. Customers feel cared for, but every new logo means more hours and more headcount.
Either way, someone loses: the customer, or your team.
AI agents can finally do onboarding work.
You’re probably thinking what we’d be thinking: I’m not letting an unsupervised bot email my biggest account. You’re right. What’s missing isn’t more AI. It’s a way to run agents and people as one team.
What’s changed
Agents can now update records, validate data, draft follow-ups, chase missing inputs, and move work between your tools.
What hasn’t
Customers still need a person at the moments that matter.
Meet CoPort
The orchestration layer where AI agents and your CS team run onboarding together.
Agents handle the repeatable work across your tools. Your people step in where judgment and relationships matter.
See the customer. Then act.
It starts with seeing every account clearly, pulled from the tools you already use. Then CoPort acts: agents pick up the repeatable steps, and your team gets the decisions that need a person.
Your tools
- CRM
- Call & meeting notes
- Email & Slack
- Support tickets
- Product usage
- Project & task tools
- Surveys & NPS
- Billing
CoPort
For every account, pulled from every tool:
- Summary of the relationship
- Journey stage and gates
- Health score
Agents
Run the repeatable steps and escalate when stuck.
Your team
Approves the gates and owns the moments that matter.
You decide where people show up.
Every stage of the journey has a gate. Leave it open and agents advance the work. Close it and a person signs off before anything moves. Every stage has its own SLA, so you know the moment something slips.
Kickoff
Human gate
SLA 2 days
Configure
Human gate
SLA 5 days
Migrate
Agent runs
SLA 3 days
Integrate
Agent runs
SLA 5 days
Train
Agent runs
SLA 3 days
Go live
Human gate
SLA 1 day
Adopt
Agent runs
SLA 30 days
Example: a guided onboarding with three human gates and four agent-run stages. Stages, gates, and SLAs are yours to set.
One journey, three speeds.
Your customers don’t all want the same onboarding, and most tools force one mode on everyone. Self-serve tiers and enterprise deals can run on the same product, so they should run on the same journey.
For self-starters
Self-serve
Agents run the whole path. People step in when the customer asks or an agent escalates. Nobody waits on a kickoff call.
For the guided
Guided
Agents do the work. Your CSM approves at kickoff, configuration, and go-live, so an expert checks the work at the moments that count.
For complex accounts
White-glove
Your team leads every stage. Agents handle prep, follow-ups, data checks, and status updates behind them.
Every CSM walks in already briefed.
Today, your CSMs start the morning in five tools, chasing status. With CoPort, they open one view: the few decisions, sign-offs, and escalations that need a person. Everything else keeps moving without them.
- The whole account on one page. Health, stage, and what’s changed since the last touch.
- Pulled from every tool. Calls, tickets, usage, and billing, summarized so nobody has to dig.
- Ready before they engage. Open an escalation or join a call, and the context is already there.
Harbor Health
At riskStage: Integrate · Guided onboarding · Go-live target Friday
Summary
On track except SSO. The IT contact was out last week and the agent’s three requests for credentials went unanswered. Go-live slips if SSO isn’t set by Thursday.
From the last call
Customer asked for admin training before go-live.
Support
2 open tickets
Usage
14 of 40 seats
Billing
Current
Illustrative example
Trust
Built so you can trust agents with your customers.
What if the agent gets it wrong? Three answers.
Escalation, not silence
When an agent gets stuck, it stops, flags the owner, and hands over full context.
Every action logged
Agent or human, every step lands in one audit trail you can review.
SLAs on every stage
Slips surface before the customer feels them, not in next week’s status meeting.
Audit log · Harbor Health
Illustrative
- Go-live approvedJ. Alvarez · 10:42
- Escalated: SSO credentialsAgent · 09:15
- Training scheduledAgent · 08:50
- Data migration verifiedAgent · 08:31
Agents only act where you’ve let them.
The gates, SLAs, and audit trail already run in the CoPort orchestration engine today.
Not another project plan.
Project-plan tools give you a better checklist. People still do every step and update every task. CoPort does the work.
| Comparison | Project-plan onboarding tools | CoPort |
|---|---|---|
| How work moves | Linear checklist, updated by people | Agents advance the work; people approve at gates |
| Customer modes | One template for everyone | Self-serve, guided, and white-glove on one journey |
| What you see | Task status inside one tool | Cross-tool health from CRM, support, usage, and billing |
| When things stall | Depends on someone noticing | Agents escalate with context; SLA slips surface early |
| Your team’s time | Updating tasks and chasing status | Judgment calls and customer relationships |
Getting started takes three steps.
Stop choosing between scale and the personal touch.
1
Connect your stack
CRM, support, product usage, and billing.
2
Map your journey
Set the stages, the SLAs, and where people gate.
3
Let it run
Agents move the work. Your team works what’s waiting on them.
We’ll map your actual onboarding journey and show you where the gates would go.