OnboardIQ - Transform Customer Onboarding with Insightful AI
The customer onboarding application is designed to streamline and manage the onboarding process for new customers. The system tracks customer projects, assigns support members, manages tasks, and utilizes AI to facilitate both customer and support team interactions. The application also integrates a knowledge base and provides notifications for project deadlines.
Key Features:
- Customer and Project Management:
- Each customer can have multiple onboarding projects.
- Each project tracks progress, deadlines, and status.
- Task Management:
- Tasks are created and assigned to both customers and support members.
- Tasks include detailed information needed for completion.
- Task status is tracked, including whether it is done or not.
- Support Member Assignment:
- Each customer is assigned a support member who helps with onboarding.
- The support member and customer share task lists.
- AI Integration:
- Customers can use AI to ask questions and receive help with onboarding tasks.
- Support members can use AI to summarize customer actions, troubleshoot issues, and get help to unblock the customer.
- Internal Knowledge Base:
- An internal knowledge base is available to assist with onboarding.
- The AI utilizes the knowledge base to provide support and guidance.
- Progress Tracking and Notifications:
- Progress status is monitored for each project.
- Notifications are sent to sales leaders if a project is delayed beyond the deadline.
Postgres Schemas
1. customers
The customers
table stores information about the customers being onboarded. Each customer belongs to a specific tenant (organization) and has a unique identifier. The table also includes contact information for each customer.
2. projects
The projects
table tracks onboarding projects for each customer. It includes details about the project’s status, progress, and deadline. Each project is associated with a specific customer and tenant. The embeddings on the projects description helps support to find similar projects done before and learn from them.
3. support_members
The support_members
table records information about support personnel assigned to assist customers. Each support member is linked to a specific tenant and is referenced through the tenant_users table.
4. tasks
The tasks
table manages tasks assigned as part of the onboarding process. Tasks can be assigned to either customers or support members. It includes details about the task, its status, and timestamps for creation and completion. The embeddings on the task description helps AI to assist the customer on how to execute the task by looking at similar tasks on other projects.
5. knowledge_base
The knowledge_base
table contains articles and resources that assist with the onboarding process. These articles can be accessed by both customers and support members and are used to provide guidance and answers during onboarding. The embeddings on the knowledge base helps to summarize data for both the support and the customer for onboarding.
6. notifications
The notifications
table handles notifications related to the onboarding process. It tracks messages sent to designated roles (like sales leaders) and includes details about the message and its read status.
Each table schema is designed to adhere to the multitenant architecture, using tenant_id
as a composite key and referencing other tables as needed.
Full Script
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