Live · the agent workflow

Phase 03 · The Setup Agent

The Setup Agent gets a signed client live in minutes, not days. You run the onboarding call with live assist, while the agent captures the whole workforce plan, stands up the engagement and turns on the client's live dashboard, so a half day of setup becomes minutes.

Running on Claude00:00
StartEngagement not started
Onboarding
call
Call Assist
Queued
call-assist
Onboard, Intake & Plan
Queued
Client · Halo Robotics
1Contracts & access set
2Team & roles mapped
3Workforce plan built
0roles scoped in the plan
set-up-client
Client
Dashboard
Invite
Live Dashboard
Queued
LIVE
0candidates sourced
+24% wk
Src
Scr
Sub
Int
Off
12roles live
18submitted
6dfirst win
live-dashboard
EndClient quick win achieved
Phase 03 · Setup Agent — three skills, one workflow, signed client to first quick win Recruiter AI Movement · AI-RPA · Powered by Claude