Client Context Onboarding Sequence (Onboarding)

Client Context Onboarding Sequence (Onboarding)

1. 01

   Map the client's existing communication channels and data sources

   Identify which inboxes, messaging platforms, file storage, and meeting tools the assistant should observe, and confirm read access with the client before connecting anything.

2. 02

   Define the scope of automated task execution with the client

   Agree in writing on which administrative tasks the assistant may perform autonomously, such as drafting correspondence or updating CRM fields, and which require human approval.

3. 03

   Configure the assistant's persistent memory with client-approved context

   Seed the searchable database with key account facts, tone preferences, and decision-maker details so the assistant's outputs align with the relationship from day one.

4. 04

   Establish data retention and deletion policies

   Set clear rules for how long transcripts, files, and messages are stored, and document who can access the assistant's memory to avoid privacy exposure.

5. 05

   Run a two-week shadow period before granting autonomous actions

   Let the assistant draft and log suggested actions without sending anything externally, then review its accuracy and flag any context gaps with the client.

6. 06

   Train the team on how to query and override the assistant

   Show account leads how to ask natural-language questions of the memory and how to correct or delete inaccurate entries so the context stays reliable.

7. 07

   Document the assistant's permissions and access in the client's security review

   Provide the client's IT or compliance team with a list of connected systems, data flows, and the assistant's vendor so they can assess risk before full rollout.