GUIDY 1
Onboarding doesn't fail during your meetings. It fails between them — when nobody is watching the plan. GUIDY watches it around the clock.
Your onboarding plan. Executed automatically.
GUIDY 1 is a Salesforce Agentforce agent that executes your predefined onboarding plan in Klient PSA. It drives every task forward, nudges owners when things stall, and escalates when go-live is at risk. The plan is defined once. GUIDY runs it every time.
What Does GUIDY 1 Actually Deliver for Your Business?
Conservative outcomes based on industry research — not vendor claims.
- 76% of CSMs chasing customers.
- 62% with no visibility into progress.
- 57% seeing churn rise when they ease off.
Industry research cited above is drawn from independent and vendor-sponsored studies. Numbers reflect averages across customer success organizations — individual results vary by firm size, project complexity, and existing tooling maturity.
What Does GUIDY 1 Do?
6 actions. Every onboarding project tracked daily — template monitoring, owner nudges, escalation, task status updates, and positive reinforcement.
🗺️ Track Project Template — reads your plan, monitors every task daily
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.
📣 Owner Nudge — staged message when a task goes overdue
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.
🌟 Positive Reinforcement — recognises progress and keeps momentum going
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.
✅ Change Task Statuses — keeps the plan current as work happens
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.
💬 On-demand Project Status — ask where you stand, get a live answer
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.
👁️ You Review — You Approve
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.
That's Autonomous Project Delivery — and it starts with you in control.
- Klient PSA Onboarding project template (the predefined plan)
- Tasks — status, % complete, checklist items, predecessor chain
- Task Assignments — who owns what and what's overdue
- Chat / Slack — task owner confirmations and progress signals
- Task status updates and % complete (plan advances automatically)
- Checklist items checked off as owners confirm completion
- Proactive nudge to task owner (staged — human approves before send)
- Internal escalation when owner is unresponsive
- On-demand onboarding brief — Slack or chat, anytime
- Escalation task created when outside the predefined plan
Is GUIDY 1 Safe to Run in My Salesforce Org?
GUIDY 1 monitors your Klient PSA onboarding projects — every outbound customer message is staged for human approval before it sends. Your data never leaves your Salesforce org.
What Do People Ask About GUIDY 1?
Does GUIDY create the onboarding plan?
No. Your team defines the onboarding plan once as a Klient PSA project template. GUIDY reads that template and executes it — monitoring progress, nudging owners, and escalating risk. The plan is yours; GUIDY drives it.
Do nudge messages go to customers automatically?
No. Every outbound message GUIDY drafts is staged for human review before it sends. Your team reads it, edits if needed, and approves. Nothing reaches the customer without a person in the loop. This is non-negotiable by design — GUIDY is built to amplify your team's judgment, not bypass it.
What does GUIDY monitor after go-live?
GUIDY tracks adoption signals in Klient PSA: whether users have logged in, whether time entries have been submitted, and whether the first operational meeting has been scheduled. If adoption signals are missing, GUIDY flags the risk to the CSM — giving your team the visibility needed to act before a new customer becomes a churn risk.
Does GUIDY only work during business hours?
No. GUIDY runs its monitoring cycle daily — regardless of time zones, holidays, or weekends. If a customer task goes overdue on a Friday afternoon, GUIDY flags it before Monday morning. Your team sees the risk the moment they log back in, not after another week slips.
Is GUIDY 1 a subscription or one-time?
One-time. You pay $1,000 USD once to license GUIDY 1. The only ongoing cost is the Salesforce Flex Credits it consumes — approximately 20 credits per execution. One execution = one daily monitoring cycle across all active onboarding projects. Credits are purchased directly from Salesforce. Confirm current rates with Salesforce — pricing is governed by your Salesforce agreement.
Can GUIDY handle multiple onboarding projects simultaneously?
Yes. GUIDY monitors all active onboarding projects in Klient PSA — not just one. Every project gets the same daily monitoring, nudge logic, and escalation rules. A CSM managing 10 concurrent onboarding projects doesn't need 10 manual tracking spreadsheets. GUIDY watches all of them at once.