All workflows
AI for customer onboarding

Let AI handle the repetitive work throughout customer onboarding.

Malleable turns sales handoffs into implementation plans, gathers account context before replies, prepares custom purchase quotes, and turns calls into approved next actions. The people who know customer onboarding define the steps, rules, exceptions, and judgment involved. Malleable carries out the recurring work autonomously, with every action and decision visible and attributable.

The work behind every case

Keep every customer handoff and follow-up moving.

Customer onboarding depends on recurring steps: read the sales handoff, build and update the implementation plan, gather account and billing context, draft customer follow-ups, capture commitments, create tasks, and keep CRM and documentation current. The people who know the work define how those steps should run. Malleable coordinates the systems, completes the routine work, and brings in solutions engineers, account owners, sales, or operations when their expertise or authority is required.

  1. 1

    Explain how the work should be done

    Your experts describe the steps, rules, exceptions, and decisions in plain English.

  2. 2

    Let Malleable carry it out

    AI coordinates the documents, systems, follow-ups, and routine decisions involved, bringing in a person when needed.

  3. 3

    Improve it through real use

    Actions and decisions stay visible and attributable, so your team can refine the guidance and make the next run better.