Onboarding Agent
max +6 bonusAutomate customer data upload and mapping during onboarding. Drop data — any format — and the agent auto-maps fields, validates cross-references, and surfaces gaps before a human has to touch it. Scope includes intake schema, rules, data fields, pricebooks, Adaptive default templates, categories, suppliers, POs, golden dataset generation, system pre-flight check, and customer-shareable reports or interfaces for feedback.
Scope: Intake schema, rules, data fields, price books, Adaptive default templates, categories, suppliers, POs, golden dataset generation, system pre-flight check, and customer-facing reports or feedback interfaces.
North Star Metric
Time-to-first-Adaptive-RFx — minutes from account creation to a team's first sent RFQ. Baseline from real customer data.
Bonus Criteria (+6 pts)
Auto-mapping accuracy on real customer data
Drop a real or anonymized customer data file — agent maps it to FM schema. Show field-level accuracy. ≥90% required.
Verified by: Field mapping output vs ground truth shown during demo
Cross-validation with meaningful error output
Agent validates data across entities and surfaces specific conflicts with actionable resolution suggestions.
Verified by: Test with seeded conflict in data — judge evaluates output quality
Non-engineer can run it without help
CS rep successfully onboards a test account during demo with zero eng support.
Verified by: CS person does it live
Customer-facing report or interface
Onboarding progress visible in the app. Optional: customer page for feedback.
Verified by: Live during demo