GUIDY 1

When a new onboarding project is created in Klient PSA, GUIDY reads the predefined project template — all tasks, phases, owners, due dates, and dependencies. From that point, GUIDY monitors every task daily. It knows what's on track, what's overdue, and what's blocking go-live. Your team defined the plan once. GUIDY watches it around the clock.

When a customer-owned task goes overdue, GUIDY drafts a nudge message. It knows the task, the owner, the days overdue, and the downstream impact on go-live. The message is staged — your team reads it, edits if needed, and approves before it sends. Nothing reaches the customer without a person in the loop.

Onboarding isn't just about flagging what's wrong. When a phase completes on time, when a customer finishes a difficult task, or when go-live is confirmed on schedule — GUIDY sends a recognition message. Staged for your approval, like all outbound messages. A simple well done keeps the customer engaged and reinforces the partnership.

As tasks are completed — by the customer, by your team, or confirmed in a meeting — GUIDY updates the task statuses in Klient PSA. The plan always reflects reality. No PM has to manually update the tracker after every interaction. When a phase closes, the next one unlocks automatically. The project moves forward without anyone chasing status updates.

At any time, a CSM or PM can ask GUIDY for the current status of any onboarding project. GUIDY responds with the current phase, percentage complete, overdue tasks, go-live date status, and any active risks — in seconds, without opening the project plan.

Every Klient AI agent operates under a single principle: humans lead, agents deliver. GUIDY monitors and flags — you decide when to intervene. No message is sent to a customer. No task is created. Every risk surfaces to the CSM first, before any action is taken.