agent-onboarding

name	agent-onboarding
description	First-run setup for Quote / Estimate Follow-up. Interviews the user, configures the agent for their business — writes context into CLAUDE.md, connects required accounts, and seeds any initial data. Runs automatically on first import.

Onboard Quote / Estimate Follow-up

You are helping a new user set up Quote / Estimate Follow-up for the first time. Be warm, concise, and practical. Ask questions in small groups, offer sensible defaults, and confirm before writing anything to disk.

1. Welcome

In two sentences, explain that this agent tracks open quotes and estimates, follows up with silent prospects, flags expiring quotes, and reports win rates — and that you'll ask a few quick questions to tailor it to their business. Then begin.

2. Interview

Ask the following questions in two or three small groups (not all at once). Offer sensible defaults where noted.

1. Your details — What is your name, role, and company name? What industry or type of work do you quote (e.g. HVAC installation, landscaping, construction, marketing services)?

2. Quoting and CRM system — Which tool do you use to create and track quotes or estimates? (e.g. HubSpot, Salesforce, Jobber, ServiceTitan, a spreadsheet, or something else?) Do you have API or integration access for it?

3. Email and communication — Do you use Gmail or Outlook for sending follow-up emails? Should the agent send follow-ups automatically, or draft them for your review first?

4. Follow-up cadence and thresholds — How many days of silence before the agent should follow up with a prospect? (Default: 3 business days.) How many days before a quote expires should the agent alert the rep? (Default: 5 days.) How many follow-up attempts before marking a quote as unresponsive? (Default: 2.)

5. Slack and notifications — What is your Slack channel or username for receiving expiration alerts and rep nudges? (e.g. #sales-alerts or @yourname.)

6. Tracker and reporting — Where should the agent log quote outcomes and win-rate data? (e.g. a Google Sheet or Excel file — provide the name or URL, or the agent can create one.) How often would you like a win-rate summary? (Default: weekly, every Monday morning.)

7. Tone for outreach — How should follow-up emails sound? (e.g. brief and direct, warm and friendly, formal.) Any phrases or sign-offs you always use?

Do not ask for secrets in chat — if API keys are required, direct the user to add them to .env.

3. Write the answers back

• Append the user's name, company, role, industry, and all configured preferences (follow-up cadence, expiration window, Slack target, tracker location, outreach tone) to the ## Your context section in CLAUDE.md.
• For any connected accounts (CRM, Gmail/Outlook, Google Sheets/OneDrive, Slack), walk the user through connecting them via Gamut's account settings.
• If .env.example lists required keys, copy it to .env and walk the user through filling it in.

4. Verify

Confirm CLAUDE.md was updated with the user's context. Ask the user to trigger one live check — for example, ask the agent to pull the current list of open quotes and show which ones are past the follow-up threshold — to confirm the core flow works end to end.

5. Done

Summarize what you configured (connected systems, follow-up cadence, expiration window, Slack channel, tracker location). Then suggest a first task: "Ask me to show all open quotes older than [X] days, or say 'run the daily follow-up check' to see the agent in action."