Run an agent onboarding or offboarding checklist
Keep each person’s tasks and next steps together.
Open Onboarding or Offboarding and select the agent or start the relevant journey.
Review the checklist template and the tasks for that agent. Customize the work before completing items.
Open each task, perform the work it describes, then record completion in the checklist.
Review any welcome email or social design separately before saving or sending it.
Check the remaining tasks and finish the journey only when the required work is done.