CoPort is the orchestration layer where AI agents and your CS team run onboarding together. It reads the tools you already use, tracks every account’s health and journey stage, and splits the work between agents and people.

Will an agent contact my customers without approval?

Only in stages where you’ve left the gate open. Close a gate and a person signs off first. Every agent action is logged.

Does CoPort replace our onboarding or project tool?

No. It sits on top of the tools you already run. Project-plan tools track tasks; CoPort does the repeatable work and tells your team where they’re needed.

Can we run self-serve and enterprise customers in it?

Yes. Self-serve, guided, and white-glove customers share one journey. Only the gates change.

How do we get started?

Book a walkthrough. We’ll map your current onboarding journey with you and show where the gates would go.

The product

One layer that sees every account and keeps the work moving.

CoPort reads the tools you already run, knows where every customer stands, and splits the onboarding work between AI agents and your team, with you deciding where people step in.

Book a walkthrough Tour the product

01 · See

Cross-tool health

Every account summarized and scored from your CRM, calls, support, usage, and billing.

02 · Orchestrate

Journeys with gates

Your stages, your SLAs, and the exact points where a person has to sign off.

03 · Act

Agents and your team

Agents do the repeatable work. Your team gets only what needs a person.

01 · See

Know where every customer stands, without opening five tools.

CoPort pulls from the systems your team already lives in and builds one picture per account. Nobody re-enters status, and nobody has to remember to update a health score.

Relationship summary. What’s happening, what’s at risk, and what was promised on the last call, in plain language.
Health score. Built from real signals across CRM, support, usage, and billing.
Journey position. The stage each account is in, the next gate, and whether it’s inside its SLA.

Accounts in onboarding

21 accounts · sorted by risk

Account	Stage	Health	What changed
Harbor Health	Integrate	At risk	SSO blocked 3 days; go-live Friday
Pinecrest Co	Train	Watch	4 of 9 admins RSVP’d for training
Cedar Supply	Migrate	Healthy	Data migration 80% verified
Northwind Freight	Go live	Healthy	Pre-launch checks passed
Brightline Labs	Kickoff	Healthy	Handoff notes received from sales

Illustrative example

02 · Orchestrate

Map your journey once. Set the gates where they belong.

Build the onboarding journey your team actually runs. For every stage, choose who owns it, how long it should take, and whether a person has to sign off before it moves on.

Journey stages

Self-serveGuidedWhite-glove

Stage	Human gate	SLA	Runs it
Kickoff	Required	2 days	CSM
Configure	Required	5 days	Agent + CSM
Migrate	Auto-advance	3 days	Agent
Integrate	Auto-advance	5 days	Agent
Train	Auto-advance	3 days	Agent
Go live	Required	1 day	CSM
Adopt	Auto-advance	30 days	Agent

Illustrative example · stages, gates, and SLAs are yours to set

Your stages, not a template

Name the stages the way your team talks about them. Add, remove, or reorder as your process changes.

A gate on every stage

Open, and agents advance the work. Closed, and a person signs off before anything moves.

Three speeds, one journey

Run self-serve, guided, and white-glove customers on the same stages and the same data. Only the gates change.

03 · Act

Agents take the repeatable work off your team’s plate.

In every stage you leave open, agents do the steps that eat your team’s week, working across the tools you already use.

Update records

Keep the CRM current from call notes, emails, and stage changes.

Validate data

Check migrated and configured data before anyone has to look.

Chase missing inputs

Follow up on files, credentials, and sign-offs the customer owes you.

Draft follow-ups

Write recaps and next steps after every meeting.

Schedule training

Book sessions and track who still needs to attend.

Move work between tools

Create tickets, tasks, and updates where your team already works.

When an agent gets stuck, it doesn’t fail silently.

Harbor Health · illustrative

1 · Tries
Requests SSO credentials three times over two days.
2 · Stops
Pauses the stage instead of guessing or pushing ahead.
3 · Flags
Puts it in the account owner’s Waiting-on-you queue.
4 · Hands off
Shares what it tried, who it asked, and the go-live risk.

Waiting on you · 3

oldest first

Brightline Labs · Kickoff
Approve kickoff agenda drafted from the sales handoff
Approve
Harbor Health · Integrate
Escalated: SSO credentials missing after 3 tries
Open brief
Northwind Freight · Go live
Sign off on go-live. Pre-launch checks passed.
Approve

Illustrative example

03 · Act

Your team works only what’s waiting on them.

Each CSM starts the day with one queue: the approvals, sign-offs, and escalations that need a person. Click any item and the full account brief is already there.

Approvals at your gates. Review and sign off without hunting for context.
Escalations with a handoff. See what the agent tried and what it needs from you.
Briefs before every call. Health, stage, open tickets, and last-call commitments on one page.

Control

Agents only act where you’ve let them.

The gates, SLAs, and audit trail run in the CoPort orchestration engine today.

Human gates

A person signs off before any gated stage moves forward.

Stage SLAs

Slips surface the moment they happen, not at the next status meeting.

Full audit trail

Every action, by agent or person, is logged and reviewable.

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
Configuration signed offJ. Alvarez · Tue
CRM updated from kickoff call notesAgent · Mon

Connects to

Sits on top of the stack you already run.

No rip-and-replace. CoPort reads from your systems of record and writes back where your team works.

CRM
Account, stage, and owner
Call & meeting notes
Commitments and risks raised on calls
Support tickets
Volume, severity, and open issues
Product usage
Seats active and features adopted
Email & Slack
Customer conversations and follow-ups
Project & task tools
Tasks and tickets your team tracks
Surveys & NPS
How customers say it’s going
Billing
Contract and payment status

Common questions

What is CoPort?: CoPort is the orchestration layer where AI agents and your CS team run onboarding together. It reads the tools you already use, tracks every account’s health and journey stage, and splits the work between agents and people.
Will an agent contact my customers without approval?: Only in stages where you’ve left the gate open. Close a gate and a person signs off first. Every agent action is logged.
Does CoPort replace our onboarding or project tool?: No. It sits on top of the tools you already run. Project-plan tools track tasks; CoPort does the repeatable work and tells your team where they’re needed.
Can we run self-serve and enterprise customers in it?: Yes. Self-serve, guided, and white-glove customers share one journey. Only the gates change.
How do we get started?: Book a walkthrough. We’ll map your current onboarding journey with you and show where the gates would go.

See where the gates would go in your onboarding.

In a walkthrough, we map your actual journey live: your stages, your SLAs, and where your people should step in.

Book a walkthrough