Customer Onboarding Call

Customer Onboarding Call

Use this skill when a new signup should receive a short welcome call and the business wants the conversation to end as structured data rather than as an unread recording.

customer-onboarding-call turns one signup event into at most one conversation, one structured result, and at most one follow-up task. Obtaining that conversation may take up to three attempts on an unreliable corridor, with only one attempt in flight at a time; see Attempts, Retries, and Cancellation. It does not create recurring schedules, call campaigns, or contact lists. Recurrence, if the business wants it, belongs to the host scheduler; see call-reminder.

The workflow is deliberately narrow: welcome, consent, discovery, next-step offer, wrap-up. A call that tries to sell, negotiate, collect payment, or resolve a support ticket is out of scope.

When To Use

Use this skill for:

• welcoming a customer who just signed up and confirming they can get started
• collecting first-party onboarding context: business type, goal, prior tooling, blockers
• detecting whether a customer wants a human to follow up
• turning a spoken answer into a CRM field and an assigned task
• measuring activation coverage when a team cannot call every signup manually

When Not To Use

Do not use this skill to:

• call people who did not sign up or otherwise ask to be contacted
• run sales, collections, renewal, or win-back calls
• deliver medical, legal, financial, or emergency instructions
• read pricing, delivery windows, contractual terms, or policy from memory
• retry indefinitely after a customer declines or asks not to be called
• re-call a customer who has already completed an onboarding call, unless the user explicitly asks

Required Fields

For each call, require:

• customerName
• phoneNumber in E.164
• companyName for the agent to introduce itself as
• companyDescription, one sentence the agent may state as fact

Optional:

• businessName
• locale and region hints for the conversation

Ask for any missing required field. Do not infer a phone number, country code, or region from a locale, an IP address, an email domain, or unrelated prior context.

Core Workflow

1. Confirm the signup is real and recent, and that this customer has not already been called.
2. Build the call task from the required fields. Keep the script to roughly two minutes.
3. Attach a structured result schema so the provider returns fields, not just a transcript. See references/structured-result.md.
4. Persist an attempt record under a uniqueness constraint on (signup_id, attempt_no) before dialing, and derive the provider idempotency key from it. Refuse to start a new attempt while another is in flight for the same signup.
5. Place the call for that attempt.
6. Receive the terminal result on a webhook. Treat delivery as at-least-once and key ingestion on the provider event id.
7. Classify the outcome before writing anything: Stage A decides whether a human took part, and only then does Stage B read consent. See Outcome Classification below.
8. Write only what the outcome permits, then queue a follow-up task only when the outcome is onboarded and the customer asked for one.
9. Schedule or cancel a retry according to Attempts, Retries, and Cancellation.

Use this shape:

signup -> attempt record -> call task + result schema -> attempt -> terminal webhook
       -> classify -> permitted CRM write -> follow-up or retry or suppress

Conversation Shape

Keep the call in this order. Allow interruption at any point.

1. Greet and identify. Name the customer, name the company, state that the call may be recorded if that is true in your jurisdiction.
2. Ask consent. Ask whether now is a good time for a short call. If the answer is no, offer to call back later and end. Do not continue discovery after a soft refusal.
3. Discovery. Ask what kind of business they run, why they signed up, what problem they want solved, and whether they have used something similar before. One question at a time.
4. Offer the next step. Invite the concrete first action, and offer a human if they prefer.
5. Wrap up. Summarize what will happen next, thank them, end.

The agent may answer only from companyDescription and any knowledge base you explicitly supply. For anything else — price, delivery time, policy, availability — it must say it will have a human follow up. Inventing these is the most common failure mode of onboarding-call agents.

State Machine

The full contract in one view. Every arrow that ends in a call is guarded; every terminal state says what it permits.

                         signup
                            |
                            v
              [ allocate attempt  no >  cap? ]---- yes -->( manual handling )
                            |                                   ^
                            no                                  |
                            v                                   |
                  [ attempt live (leased) ]                     |
                            |                                   |
        +-------------------+--------------------+              |
        |                   |                    |              |
   terminal result    lease expires       create failed         |
        |                   |                    |              |
        |                   v                    |              |
        |            [ reconcile with provider ] |              |
        |             |         |        |       |              |
        |      terminal    still live  unknown   |              |
        |             |         |        |       |              |
        +<------------+         v        |       |              |
        |                  ( ambiguous )-+-------+              |
        |                       |  (late result re-enters)      |
        v                       |                               |
  == STAGE A: was a human reached? ==                           |
  reachability from CALL EVIDENCE, not from "is there a result" |
        |                                                       |
        +-- refusal evidence present? --> ( declined )          |
        |                                                       |
   no-human — CLOSED evidence set only: voicemail / carrier msg /
   ring-out / no-answer / silence / provider machine signal      |
        +--> ( not-reached ) ------------------ retry allowed ---+
        |                                                        |
        +--> ( failed ) provider positively says NO CALL PLACED --+
        |
        +--> ( needs-review )  indeterminate: provider unreachable,
        |     unknown attempt, expired lease, extractor-only NotReached,
        |     billing charge with no obtainable outcome.  NO RETRY.
        |
   human
        v
  == STAGE B: consent governs ==
        |
        +--> ( declined )     terminal. suppress per scope. no follow-up, no retry, ever.
        +--> ( needs-review ) no result at all, unusable consent fields, or indeterminate
        |                     reachability. terminal until a human decides. NO auto retry.
        +--> ( partial )      write captured fields only. retry ONLY with callback consent
        |                     or human authorisation, and only under the cap.
        +--> ( onboarded )    write insight. follow-up only if requested.

Invariants the diagram encodes:

• A redial requires positive no-human evidence from a closed set. A missing result, an extractor-claimed NotReached, an unreachable provider, an expired lease, and a billing charge are all unknown — they route to needs-review, never to a retry.
• Releasing a stuck attempt and authorising a redial are separate decisions. Unblocking the slot is bookkeeping; dialling again needs evidence.
• Refusal evidence dominates. It routes to declined from anywhere, with or without a result.
• Only Stage B can suppress a number, and only via declined.
• Only Stage A outcomes retry automatically. Every Stage B redial needs consent or a human, and anything uncertain lands in needs-review, which never retries.
• No state is permanent-by-accident. A live attempt is leased, and ambiguous is provisional — a late result re-enters classification from the top.
• The cap bounds every path, including callback-consented redials.

Outcome Classification

A call that reaches a terminal state has not necessarily reached a consenting human. Providers commonly return a completed call with an empty structured result when the agent talked to a carrier message, voicemail, or silence. A call can also produce a perfectly well-formed structured result while the customer was refusing to take part.

The presence of a structured result is not evidence of consent. Classification is therefore driven by an evidence-backed disposition field, not by whether a result exists. See references/structured-result.md.

Classify in two stages, in this order. Stage A decides whether a human took part at all. Only if one did does Stage B read consent.

The staging is the contract, not a presentation choice. Consent fields are meaningless when nobody answered — a voicemail grants no consent, so consent_granted is false there. Reading consent before establishing that a human was reached turns every no-answer into a refusal.

Stage A — was a human reached?

Reachability is decided on call evidence, never on whether a structured result exists. A real conversation can return no result at all: extraction failed, the result failed validation, or the customer refused and rang off before the model emitted anything. Inferring "nobody answered" from a missing result would auto-retry those calls and redial a person who may have just refused.

The no-human evidence set

Exactly one thing authorises an automatic redial: observed evidence from the call itself that no person took part. This is a closed list.

Nothing else qualifies. In particular these are not no-human evidence, however tempting:

• a missing or empty structured result
• the extractor's own disposition: NotReached — that is a model claim about the call, not an observation of it, and the same extractor mislabels refusals
• a provider that is unreachable, times out, or has no record of the attempt
• an expired lease
• a billing charge or usage record — that shows a call was placed, which if anything makes a conversation more likely, not less

Every one of those means we do not know. Unknown is needs-review, never a retry. The asymmetry is deliberate: a needless manual check costs a minute, and a wrong redial reaches someone who may have already refused.

Establishing reachability

Then classify

disposition: NotReached may corroborate no-human evidence, and it may never substitute for it. On its own it yields needs-review, not not-reached.

Note the strictness of A3: reconciliation must show the call did not happen. "The provider does not know" is not that; it is A4. Only a definite negative — no such call, never dialled — releases a retry.

Where reachability is human, continue to Stage B; a missing or unusable result there resolves to needs-review (B2), which never retries automatically.

Refusal evidence outranks everything in this stage. If the transcript or provider summary shows the customer refusing or asking not to be called — even with no structured result, and even where the provider labelled the call NotReached — classify as declined (B1) and apply the suppression scope. A refusal that lost its structured result is still a refusal.

Stage A never suppresses a number and never records a refusal of its own accord. A customer who did not answer has not refused anything.

Stage B — a human took part, so consent governs

Suppression scope

Declined and DoNotCall both end this signup, but they are not the same instruction and must not be recorded identically.

If you cannot tell which the customer meant, record DoNotCall. Over-suppressing costs a conversation; under-suppressing means calling someone who told you to stop.

Neither may be lifted by a later call result. Only an explicit opt-in from the customer through another channel can reverse a suppression, and that reversal belongs to whatever system owns consent — not to this skill.

Rules that follow from the staging and must not be relaxed:

• Only Stage B can suppress a number. A refusal requires a human who refused. not-reached, ambiguous, and failed must never mark a number do-not-call.
• A follow-up task may only be created from onboarded, or from partial with explicit evidence of a request. Never from declined, needs-review, not-reached, ambiguous, or failed.
• A CRM write representing the customer as onboarded, interested, or requesting contact requires onboarded. declined and partial may write only their disposition and evidence.
• A malformed result from a call a human took part in is needs-review, never not-reached. Coercing it to not-reached would queue an automatic retry and could redial someone who actually refused. When you cannot tell whether a human took part, treat the call as reached and route to review — the failure mode of a needless manual check is trivial; the failure mode of redialling a refusal is not.

Never present not-reached as a success. A dropped signup that displays as onboarded is worse than a visible failure, because nobody follows up.

Attempts, Retries, and Cancellation

International termination is unreliable in some corridors, and the same configuration can succeed and then fail minutes later. See references/international-routing.md.

The guarantee

One signup yields at most one conversation, and at most one attempt in flight at any moment. It may take up to three attempts to obtain that one conversation.

"One call per signup" would be the wrong guarantee — it cannot survive a corridor that drops half its calls. The guarantee that matters is that a customer is never called while another attempt for the same signup is live, and never called again once a conversation has happened.

A conversation is any call a human took part in — Stage B — including partial. Retries exist to obtain a conversation, never to resume one. Once Stage B is reached, the attempt budget is spent and further automatic calling stops. The single exception is an explicit, evidence-backed callback request; see Redialling after a conversation below.

Durable per-attempt idempotency

Retries are only safe if each attempt is durably recorded before the call is placed.

1. Allocate the next attempt_no for the signup and persist an attempt record under a uniqueness constraint on (signup_id, attempt_no). If the insert conflicts, another worker owns this attempt — stop.

2. Enforce at most one live attempt per signup with its own constraint — a partial uniqueness constraint on signup_id restricted to non-terminal states. Uniqueness on (signup_id, attempt_no) alone does not provide this: two workers can allocate attempt 2 and attempt 3 concurrently and both dial.

3. Bind the idempotency key to the canonical call payload, not just to the attempt slot. Derive it deterministically from the attempt identity and a digest of exactly what will be dialled:

   attempt_key = onboarding:<signup_id>:<attempt_no>:<digest>
   digest      = hash( E.164 destination + task/script version + result-schema version + locale )
   

   onboarding:<signup_id>:<attempt_no> alone identifies a slot, not a call. If the destination number is corrected, the script revised, or the schema changed between attempts, that key would silently cover a materially different call — and reconciliation would match a provider record that is not the one you placed, which is how a "no record found" turns into a wrong redial. Include the destination in the digest so a changed number can never inherit a prior attempt's identity.

4. Never derive an idempotency key from a timestamp, a random value, or a retry counter held only in memory. A key that changes on redelivery is not an idempotency key.

5. Reconcile on the key, and verify the payload matches before believing the answer. A provider record whose destination or script digest differs from the attempt you are reconciling is not evidence about that attempt — treat the attempt as needs-review.

6. Key webhook ingestion on the provider event id so redelivery cannot advance state twice.

7. If placing the call fails after the attempt record exists — provider rejection, timeout, crash — close that attempt out before returning. An attempt left live because the call was never actually placed blocks the signup forever.

Stuck attempts must expire

Blocking new attempts while one is live is only safe if a live attempt cannot last forever. A terminal webhook can be lost to a deploy, a signature change, or a provider outage. Without an expiry the signup is stranded permanently: never resolved, never retried, and invisible because nothing failed.

• Give every attempt a lease — a deadline by which it must reach a terminal state. A few minutes beyond the provider's maximum call duration is enough.
• When the lease expires, reconcile before concluding anything. Ask the provider for that attempt's state by its idempotency key.
  • Terminal at the provider: ingest that result through the normal path. The webhook was lost, not the call.
  • Still live at the provider: extend the lease once, then treat it as ambiguous.
  • The provider positively reports the call was never placed: close the attempt as failed. This is the only lease-expiry path that releases a retry, and it requires a definite negative.
  • Unknown to the provider, or the provider is unreachable: close the attempt as needs-review. Release the signup so it is no longer blocked, but do not queue a retry.
• An expired lease is not evidence about the customer. It says our bookkeeping failed, not that nobody answered. The call may well have connected and been refused. Expiry therefore resolves to ambiguous, needs-review, or a reconciled terminal result — never not-reached, never declined, never onboarded, and never a retry on its own.
• Releasing the signup and authorising a redial are separate decisions. Unblocking the attempt slot is bookkeeping; dialling again needs evidence. Do not let one imply the other.
• Surface stranded attempts to operators. A signup silently stuck is the failure mode this whole section exists to prevent.

Ambiguous outcomes must be reconciled before retrying

A provider failure report is not proof that no call was placed. A degraded control plane can report failure and dial minutes later.

• On a reported failure, mark the attempt ambiguous rather than failed, and schedule a reconciliation check instead of a retry.
• Wait a reconciliation window, default 15 minutes, then check the provider's billing records, call logs, or platform logs for that idempotency key.
• A billing charge or usage record proves the call happened, not that it went unanswered. It is evidence against a retry, not for one. If the call was placed but you cannot obtain its outcome, the attempt is needs-review — a human reads the record. It is never not-reached, because a placed call may have reached someone who refused.
• Only promote ambiguous to failed, and only then schedule a retry, when reconciliation positively establishes that no call was placed. "The provider has no record" is not that; absence in a log you cannot fully trust is needs-review.

ambiguous is provisional, not a verdict. If a late result arrives — from the delayed webhook or from reconciliation — re-run the full classification on it, Stage A then Stage B. A call that looked failed can turn out to have been a real conversation, including a refusal, and that refusal must take effect exactly as if it had arrived on time. Never let a provisional ambiguous or a scheduled retry outrank a real outcome that shows up late; cancel the retry instead.

Retry rules

Automatic retries are permitted only for Stage A outcomes, where no human took part and so no conversation has happened:

• Retry not-reached and reconciled failed.
• Never automatically retry declined, partial, or needs-review.
• Cap at three attempts per signup, including the first. The cap is absolute. When it is reached, stop and surface the signup for manual handling — including when the customer requested a callback. A callback request is permission to call, not extra budget.
• Space attempts by at least 30 minutes.
• Confine attempts to the recipient's local working hours. A call at 01:40 local proves nothing about reachability; it only proves the person was asleep.
• Working hours require a known timezone. Take it from an explicit timezone field, or derive it from the region supplied with the signup. Do not guess from the phone number's country code when that country spans several zones, and do not fall back to the operator's own clock. If the timezone cannot be established, do not schedule an automatic retry — surface it for manual scheduling instead. An unknown timezone is a reason to ask, not a reason to dial.
• Stop retrying the moment any attempt reaches Stage B.

Redialling after a conversation

A partial call is a conversation that ended early. The customer may have hung up because they did not want to continue, and the workflow cannot tell the difference from a dropped line. So a partial does not license another call.

Redialling after any Stage B outcome requires one of:

1. Evidence-backed callback consent. The customer explicitly asked to be called back, captured in callback_consent with supporting words in callback_consent_evidence. Honour a stated time or window. Absent or generic evidence does not qualify — silence, politeness, and an unfinished answer are not a callback request.
2. Manual review. A human inspects the record and authorises the call. Record who authorised it.

needs-review always takes route 2. A malformed or contradictory consent record must never be resolved by calling the customer again to find out.

A redial authorised this way is a new attempt against the same cap. It never resets the budget, and declined remains terminal regardless of any later callback claim.

Cancelling a pending retry

Every scheduled retry must be cancellable, and must carry a stable id so it can be addressed.

Cancel automatically when any of these occur:

• a conversation completes for that signup
• the outcome is declined, or the customer requests do-not-call by any channel
• the customer record is deleted, opts out, or is merged away
• the attempt cap is reached
• an operator cancels it manually

Cancellation must be idempotent, must be safe to call for an already-cancelled or already-fired retry, and must record what triggered it. If the host cannot cancel a scheduled job, do not schedule one — surface the retry as a manual task instead, and say so rather than implying a retry is pending.

Safety Rules

Read references/safety.md for the full contract. Always:

• Treat every call as a real-world side effect with a cost.
• Call only the configured E.164 number, and only for a customer who signed up.
• Ask consent at the start of the call and honor refusal immediately and permanently.
• Mask phone numbers in summaries, dashboards, and logs.
• Never expose API keys, tokens, or webhook secrets in output.
• Never state pricing, delivery, policy, or legal or medical guidance from memory.
• Keep transcripts and recordings inside the systems the customer was told about.

Output Format

After an attempt, report:

• outcome, one of onboarded, partial, declined, needs-review, not-reached, failed, or ambiguous while reconciliation is pending
• the stage that decided it, so a suppression is always traceable to a human who refused
• masked phone number
• disposition and the disposition_evidence that supports it
• structured result fields the outcome permits you to write
• whether a follow-up task was created, and why — or explicitly why not
• attempt number out of the cap, and the retry decision: scheduled with its window, cancelled with the trigger, blocked pending review, or not permitted
• for any redial after a conversation, the callback consent evidence or the human who authorised it

If no call was placed, report status: not called, the exact blocker, and what the user must supply next.

Never claim a customer was onboarded, interested, or requesting contact without a Completed disposition and granted consent to support it. A populated structured result alone is not sufficient — a refusal can carry one.