Onboarding Assistant

OA

Onboarding Assistant

Awesome Customer Onboarding SOP

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⚠ Conversation memory is nearly full. Start a new conversation to avoid incomplete responses.

⚠ School data unavailable. Answers based on SOP only.

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Quick Questions

SOP Sections

About This Tool

The Onboarding Assistant is an AI-powered field companion built for the Awesome Customer Onboarding program. It combines two sources of intelligence — the official SOP and live school data — to give every field employee a quick, specific, actionable answer without reading through documents or pulling up spreadsheets mid-conversation.

What It Can Do

SOP Queries

Ask about process, timelines, escalation steps, or roles. The tool answers from the SOP and cites the exact section.

What is the Red threshold for hardware?

Who owns the Parent Orientation?

What evidence is needed for a milestone audit?

Portfolio View

Select your role and name. Ask about your portfolio and the tool shows only your assigned schools with live RAG status.

Show me my school portfolio

Which of my schools need immediate attention?

School Deep Dive

Select a school from the search bar. Every question is automatically scoped to that school.

What is the current RAG status?

What are the next steps for this school?

Aggregate Analysis

Ask questions across all schools or your portfolio.

How many schools have GAC/APM pending?

List schools where Parent Orientation is overdue

How to Use It

1Select your role from the top right dropdown.

2Select your name from the employee dropdown (FTM and CSM only). Choose Overall to see all schools.

3Optionally select a school from the search box to scope all questions to that school.

4Ask your question naturally. The tool understands context.

5Every answer ends with a source citation — SOP section or School Database.

Best Practices

Always select your employee name before asking portfolio questions.
Select a school from the dropdown before asking school-specific questions.
Start a New Conversation when switching between schools or topics.
If the answer seems incomplete, add more context — mention the milestone name or school stage.
The tool only answers from the SOP and your school database — it will not guess.

Built By

Ankit Sourabh Lakra — Strategy & Operations leader building with AI.
Built as part of a structured AI upskilling journey grounded in 8 years of EdTech operations experience.

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