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Beta Client Onboarding
Manages client onboarding workflows — welcome sequences, document collection, intake forms, kickoff scheduling, and progress tracking. Supports multiple trac...
Manages client onboarding workflows — welcome sequences, document collection, intake forms, kickoff scheduling, and progress tracking. Supports multiple trac...
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clawhub
v1.0.0 1 版本 100000 Key: 无需
#latest
概述
Client Onboarding Skill
Overview
Handles the complete client onboarding process for Beta AI Agent.
Features
- Welcome email sequences
- Document collection tracking
- Intake form management
- Kickoff scheduling
- Progress tracking for multiple tracks
- Stalled account reminders
Usage
Activated automatically when a new client engagement begins.
Requirements
- Python 3
- Email integration
- Calendar access
版本历史
共 1 个版本
-
v1.0.0
当前
2026-05-07 14:50 安全 安全
安全检测
腾讯云安全 (Sanbu)
安全，无风险
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