AI Agent for Customer Onboarding — Built for Chaport
Automate Customer Onboarding for teams using Chaport. Vayan AI agents handle the workflow end-to-end — no code, set up in minutes.
112 signups onboarded overnight. Sample welcome:
How does Chaport work for customer onboarding automation?
Chaport works for customer onboarding automation by powering an Vayan AI agent that runs the workflow end-to-end inside your existing tools — no code, no custom build. The agent connects to Chaport alongside the other apps your team already uses, watches for the triggers that matter for customer onboarding, and takes the next step on its own while keeping a complete audit trail for review. Guide new customers through setup and activation automatically, significantly reducing time-to-first-value. Teams typically see days → Hours from signup to first win once the agent is in production. You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1Read the trigger event and pull the contact's context
- 2Draft the message in your team's voice
- 3Cite each personalized line's source
- 4Queue for your review or auto-send by confidence
Get started in three steps
Connect Chaport
Authorize Chaport and Vayan AI immediately starts monitoring incoming tickets and support events.
Configure Ticket Workflows
Set up AI triage rules — classify tickets by type, assign priority, and route to the right agent in Chaport.
Resolve Faster & Track Results
AI handles routine tickets and drafts responses in Chaport. Monitor resolution times and satisfaction scores live.
Welcome to Vayan — your first agent is half built
I noticed Kindleworks is a 4-person studio, and you signed up from the LinkedIn ad about lead gen agents — so I pre-loaded a lead-qualification template for you.
Personalized using LinkedIn activity from the last 30 days.
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to [email protected].
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: For every new signup this week, have @Chaport send a personalized getting-starte
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
Frequently asked questions
Yes. The customer onboarding agent connected to Chaport simultaneously interacts with 1,500+ other apps — CRMs, databases, email platforms, and more. A single customer onboarding workflow can pull data from Chaport, process it, and push results to multiple destinations.
Vayan AI connects natively with Chaport to handle the full customer onboarding workflow. The AI agent monitors Chaport events, processes customer onboarding tasks automatically, and writes results back to Chaport — no copy-pasting or tab-switching required.
The Chaport integration automates end-to-end customer onboarding — including data capture from Chaport, validation, routing, follow-up actions, and status updates. Every customer onboarding step that touches Chaport can be handled by the AI agent.
Most users connect Chaport and launch their first customer onboarding automation within 10 minutes. The guided wizard handles OAuth authorization, and you configure customer onboarding-specific rules through a visual no-code builder.
The agent segments new customers by plan, use case, and signup source, then triggers tailored customer onboarding flows — different welcome content, setup steps, and check-in cadence per segment. chaport businesses see materially faster time-to-value with personalized onboarding.
Yes. The agent monitors activation milestones, login patterns, and feature engagement during onboarding — surfacing accounts stalling at known drop-off points to your CS team with recommended interventions.
Yes. You define exactly which Chaport events start customer onboarding workflows — new records, status changes, messages, or custom triggers. Each trigger can have conditions so customer onboarding actions only fire when your specific criteria are met in Chaport.
No coding required. The no-code builder walks you through connecting Chaport and configuring customer onboarding rules visually. Your team can set up, modify, and manage Chaport-based customer onboarding workflows without any developer involvement.
When the AI hits an edge case during customer onboarding processing in Chaport, it escalates to your team with full context — the Chaport record, what was attempted, and why it needs review. Your customer onboarding pipeline never stalls or loses data.
The dashboard shows customer onboarding-specific metrics for your Chaport integration — tasks processed, average handling time, success rates, and escalation frequency. You can track how Chaport-triggered customer onboarding workflows perform over time.
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Start automating Customer Onboarding for Chaport
7-day free trial. Works with the tools you already use.