Onboarding Call Coverage Agent

Name: Onboarding Call Coverage Agent
Author: Demodesk

Tracks which onboarding topics were actually covered with each new customer — across kickoff, training, and check-in calls — so CSMs see exactly what got skipped before churn signals start.

by Demodeskv1.0.0Updated April 22, 2026

coachingpipelineRequires Demodesk

v1.0.0

April 22, 2026

byDemodesk

Use in Demodesk

Triggers 2

Onboarding call ends

Mondays at 9:00 AM

Required connections 4

Demodesk

Salesforce

HubSpot

Slack

Data sources

Primary: Onboarding-call transcripts compared against the checklist

call transcriptsmeeting summariestopic tagsCRM accounts and onboarding-stage dataconfigured onboarding checklist

AGENT.md

Coverage, Not Completion

Customer success teams check off onboarding milestones as if attendance equals coverage. But the call ran 30 minutes, the customer asked a tangential question, and the SSO setup conversation never happened. Six weeks later: churn risk.

The Onboarding Call Coverage Agent compares each customer's actual transcripts against the team's onboarding checklist and shows what was covered, what was attempted, what was skipped — per customer.

What it produces

Per-customer onboarding coverage scorecard
Skipped-topic alerts to the CSM
Cross-customer rollup of which onboarding topics get skipped most
Recommended make-up sessions when coverage drops below threshold

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