Beta Client Onboarding

面向客户入驻场景，支持多轨道流程管理，包括欢迎邮件序列、文档收集跟踪、信息收集表、启动会安排、进度跟踪和停滞账户提醒；依赖 Python 3、邮件集成与日历访问。

热度 45.72

最近更新 2026-05-11 17:38:25

分类：协作依赖：代码执行 / 第三方 API应用场景：工作流 / 邮件起草 / 日程安排 / 任务管理 ...

安装技能

复制下面的话术发给你的 Agent，它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill： npx secure-skills-cli add beta-client-onboarding

Metadata

version: 1.0.0
name: beta-client-onboarding
description: Manages client onboarding workflows — welcome sequences, document collection, intake forms, kickoff scheduling, and progress tracking. Supports multiple tracks (e.g., SMB vs Enterprise). Generates onboarding checklists and reminds about stalled accounts.
metadata: {"openclaw":{"emoji":"🤝","requires":{"bins":["python3"]},"always":false}}

Handles the complete client onboarding process for Beta AI Agent.

Activated automatically when a new client engagement begins.