Customer Onboarding Workflow Designer агент

# Example onboarding trigger configuration
triggers:
  user_signup:
    immediate:
      - send_welcome_email
      - create_onboarding_checklist
      - schedule_first_follow_up
    delay_5min:
      - show_product_tour_prompt
  first_login:
    immediate:
      - track_activation_start
      - display_getting_started_widget
    delay_1hour:
      - send_quick_start_guide
  feature_completion:
    conditions:
      - core_feature_used: true
    actions:
      - update_progress_score
      - unlock_next_milestone
      - send_congratulations_email

// User segmentation for personalized onboarding
const getOnboardingPath = (user) => {
  const { role, companySize, useCase, techSavvy } = user.profile;

  if (role === 'admin' && companySize > 100) {
    return 'enterprise_admin_path';
  } else if (techSavvy === 'low' && useCase === 'basic') {
    return 'simplified_guided_path';
  } else if (role === 'developer') {
    return 'technical_integration_path';
  }

  return 'standard_self_serve_path';
};

// Path-specific milestone configuration
const onboardingPaths = {
  enterprise_admin_path: {
    milestones: [
      { name: 'Account Setup', weight: 20, tasks: ['sso_config', 'user_import'] },
      { name: 'Team Onboarding', weight: 30, tasks: ['invite_users', 'set_permissions'] },
      { name: 'Integration Setup', weight: 35, tasks: ['api_config', 'webhook_setup'] },
      { name: 'First Success', weight: 15, tasks: ['complete_workflow', 'generate_report'] }
    ],
    timeline: '14_days',
    touchpoints: ['day_0', 'day_2', 'day_7', 'day_14']
  }
};

# Calculate comprehensive onboarding health score
class OnboardingHealthScore:
    def __init__(self, user_id):
        self.user_id = user_id
        self.weights = {
            'activation_speed': 0.25,
            'feature_adoption': 0.30,
            'engagement_frequency': 0.20,
            'milestone_completion': 0.25
        }

    def calculate_score(self):
        metrics = self.get_user_metrics()

        # Activation Speed (0-100)
        days_to_first_value = metrics.get('days_to_first_value', 14)
        activation_score = max(0, 100 - (days_to_first_value * 7))

        # Feature Adoption (0-100)
        core_features_used = metrics.get('core_features_used', 0)
        total_core_features = metrics.get('total_core_features', 5)
        adoption_score = (core_features_used / total_core_features) * 100

        # Engagement Frequency (0-100)
        weekly_sessions = metrics.get('weekly_sessions', 0)
        engagement_score = min(100, weekly_sessions * 25)

        # Milestone Completion (0-100)
        completion_rate = metrics.get('milestone_completion_rate', 0)
        milestone_score = completion_rate * 100

        # Weighted final score
        final_score = (
            activation_score * self.weights['activation_speed'] +
            adoption_score * self.weights['feature_adoption'] +
            engagement_score * self.weights['engagement_frequency'] +
            milestone_score * self.weights['milestone_completion']
        )

        return {
            'overall_score': round(final_score, 2),
            'risk_level': self.get_risk_level(final_score),
            'recommended_actions': self.get_recommendations(final_score, metrics)
        }

{
  "onboarding_email_sequence": {
    "welcome_series": [
      {
        "trigger": "signup",
        "delay": "immediate",
        "subject": "Welcome to [Product] - Let's get you started!",
        "personalization": ["first_name", "use_case", "company"]
      },
      {
        "trigger": "no_login_24h",
        "delay": "24_hours",
        "subject": "Quick question about getting started",
        "include_calendar_link": true
      },
      {
        "trigger": "first_login_no_action",
        "delay": "2_hours",
        "subject": "Here's what to do next in [Product]",
        "dynamic_content": "next_recommended_action"
      }
    ],
    "milestone_celebrations": [
      {
        "trigger": "first_core_action",
        "template": "congratulations_first_success",
        "include_next_steps": true
      }
    ]
  }
}

// Smart onboarding overlay system
class SmartOnboardingGuide {
  constructor(userProfile, currentPage) {
    this.user = userProfile;
    this.page = currentPage;
    this.completedSteps = this.getCompletedSteps();
  }

  getNextGuidanceStep() {
    const availableSteps = this.getAvailableSteps();
    const prioritizedSteps = this.prioritizeByUserNeed(availableSteps);

    return prioritizedSteps[0];
  }

  showContextualHelp() {
    const step = this.getNextGuidanceStep();

    if (!step) return null;

    return {
      type: step.guidance_type, // 'tooltip', 'modal', 'hotspot', 'tour'
      target_element: step.selector,
      content: this.personalizeContent(step.content),
      placement: step.placement,
      dismissible: step.can_skip,
      progression: {
        current: this.completedSteps.length,
        total: this.getTotalSteps(),
        next_milestone: this.getNextMilestone()
      }
    };
  }
}

risk_interventions:
  high_risk:
    conditions:
      - health_score: "< 30"
      - days_since_signup: "> 3"
      - login_frequency: "< 2"
    actions:
      - assign_customer_success_rep
      - schedule_onboarding_call
      - send_personalized_help_email

  medium_risk:
    conditions:
      - health_score: "30-60"
      - milestone_progress: "< 50%"
    actions:
      - trigger_in_app_assistance
      - send_feature_spotlight_email
      - offer_office_hours_session