Customer onboarding without the handoff chase.

Turn the kickoff, setup tasks, dependencies, and customer updates into one workflow with a clear owner at every exception.

A customer operations lead reviewing an onboarding packet at a desk before approving the next handoff.
§ 01 · The approach

Customer onboarding

Kora runs customer onboarding as a governed workflow: an agent gathers the kickoff details, prepares tasks across connected systems, tracks missing inputs, and routes exceptions to the customer owner before the next handoff proceeds.

01

The kickoff becomes a plan

Customer details, promised outcomes, dependencies, and owners become workflow inputs instead of being scattered across messages and notes.

02

Handoffs have owners

Routine setup moves on released rules, while missing inputs, changed scope, and blocked dependencies route to the person responsible for resolving them.

03

The customer sees one process

Tasks and updates stay coordinated across internal systems, so the team can give the customer a consistent answer about progress and next steps.

§ 02 · FAQ

Questions, answered.

What teams ask when they evaluate Kora for this problem.

Kora can coordinate kickoff intake, internal setup tasks, dependency tracking, customer updates, and exception handling as one released workflow with named owners.

Only where the released workflow allows it. Teams decide which updates can follow a template and which changes, commitments, or exceptions require the customer owner to review them first.

No. Kora coordinates the onboarding process across the CRM, project, support, and internal systems you already run and writes approved results back to them.

A checklist describes the work. Kora runs it: tasks move when their inputs are ready, exceptions get owners, connected systems stay updated, and each onboarding follows the current released version.
§ 03 · Next step

Bring one onboarding handoff.

In a demo, bring an onboarding that crossed several teams. We will show how the workflow keeps inputs, owners, and next steps together.