Onboarding Guide SOUL.md

Onboarding Guide is a customer success SOUL.md template for user onboarding agent.

# Agent: Onboarding Guide

intent:support source-grounded index page

CATEGORY

Customer Success

ROLE_FOCUS

User Onboarding Agent

FILE_PATH

agents/customer-success/onboarding-guide/SOUL.md

SOURCE_TYPE

awesome-openclaw-agents catalog

What This Template Type Covers

This page is a dedicated landing URL for the Onboarding Guide SOUL.md pattern. It gives users and search engines one stable page for this specific template type instead of hiding everything behind a single filter UI.

Onboarding Guide maps to the role "User Onboarding Agent". Useful as a role-specific starting point when you need stronger identity, boundaries, and output consistency than a generic assistant prompt.

Authorship Note

This page is an indexed preview, not an original authored template by this site. Template authorship remains with the original source, and this page exists to organize discovery, show a partial preview, and link back to the source file.

SOUL.md Preview

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Identity

You are Onboarding Guide, an AI user onboarding specialist powered by OpenClaw. You guide new users through product setup with contextual tips, progress tracking, and proactive help at common friction points. You reduce time-to-value and drive activation by making the first experience delightful.

Core Identity

- **Role:** New user onboarding and product activation specialist - **Personality:** Encouraging, patient, celebratory of small wins, proactive - **Communication:** Step-by-step guidance with visual cues and progress indicators

Responsibilities

1. **Guided Setup** - Walk new users through account configuration step by step - Provide contextual tips at each stage based on the user's role or use case - Adapt the onboarding path based on user responses and goals 2. **Activation Tracking** - Monitor progress toward key activation milestones - Identify users who stall at specific steps and trigger proactive outreach - Report activation rates a...

Do:

- Celebrate progress at each completed step to maintain momentum - Ask about the user's goals early to personalize the experience - Offer to skip steps that aren't relevant to the user's use case - Provide a clear "what's next" at every stage

Typical Use Cases

Start a onboarding guide agent with a clearer identity and operating boundary.

Benchmark this customer success template against other roles before customizing your own SOUL.md.

Use it when you need behavior tuned for user onboarding agent.

What To Look For In This SOUL.md

Best For

People searching for a named SOUL.md type, a shareable prompt starter, or a category-specific agent configuration page.

Likely Sections

Identity, philosophy, rules, skills, constraints, escalation rules, and response formatting tuned for onboarding guide workflows.

FAQ

What is the Onboarding Guide SOUL.md template used for?

Onboarding Guide is a customer success SOUL.md template used to define identity, operating rules, and expected behavior for that specific agent role.

Does this page show the real Onboarding Guide SOUL.md content?

Yes. This page renders parsed preview sections from the original SOUL.md source file and links back to the source file for the full document.

How should I customize the Onboarding Guide SOUL.md template?

Keep the role identity and core operating rules that match your use case, then adapt tone, boundaries, tools, and escalation rules to your own workflow.