The Challenge
Every new customer win triggers a flurry of manual work: someone has to log into GUIDEcx, build the project structure from scratch, assign the right team members to each phase, configure task dependencies, and notify everyone involved. This setup overhead:
- Delays the customer’s first meaningful touchpoint with your team
- Introduces inconsistencies when different people build projects differently
- Consumes hours of project management time that could go to actual client work
- Creates gaps when team members are absent or unfamiliar with the onboarding template
The longer it takes to spin up a structured project, the less confident your new customer feels about their decision.
The Autohive Solution
With Autohive’s GUIDEcx integration, your AI agent automatically triggers a fully structured onboarding project the moment a new customer is confirmed — whether that signal comes from your CRM, a signed contract, or a payment event.
Automated Project and Phase Creation
Your agent creates the GUIDEcx project instantly with the correct phases (discovery, implementation, training, go-live) and milestone structure pre-configured. No manual setup required.
Intelligent Team Assignment
Based on customer type, product, or region, the agent automatically assigns the right team members to the right tasks — so the implementation engineer, account manager, and support lead all know their responsibilities from day one.
Dependency Configuration
Task dependencies are set automatically so steps happen in the correct sequence. Your team can’t accidentally start configuration before discovery is complete, preventing rework and confusion.
Benefits
- Faster time to first contact — customers receive their onboarding plan within minutes of signing, not days
- Consistent project quality — every customer gets the same structured experience regardless of who handles setup
- Zero administrative overhead — your team focuses on delivering value, not creating project structures
- Reduced onboarding errors — automated dependency chains prevent out-of-order work
How It Works
- Trigger detected — A deal closes in your CRM, a contract is signed, or a payment is received
- Project created — Autohive calls the GUIDEcx API to create a new onboarding project with the correct phases and milestones
- Tasks assigned — Team members are automatically assigned to tasks based on role, region, or customer type
- Dependencies set — Task dependencies are configured so work progresses in the right order
- Notifications posted — Status updates are posted to task channels to notify all stakeholders that onboarding has begun
Getting Started
- Sign up at app.autohive.com
- Connect your GUIDEcx account from the Autohive marketplace
- Configure your onboarding project template and trigger conditions
- Deploy your agent and let it handle every new customer automatically
