Let agents run your customer onboarding in Rocketlane
QX spins up projects, updates tasks, logs time and flags slipping milestones—so your team drives outcomes instead of babysitting checklists.
Stop chasing task owners, retyping kickoff plans, and reconstructing where every implementation actually stands. Hand it to an agent.
Projects spun up on autopilot
The moment a deal closes, an agent creates the Rocketlane project from the right template, fills in customer details, assigns owners and invites stakeholders—no manual setup, no missed steps.
Always know what's slipping
An agent watches every active project, spots overdue tasks, stalled phases and silent customers, then surfaces a clear weekly read on what's on track and what needs intervention.
Hours logged without the nagging
Pull billable hours from calendars, meetings and tickets, log them against the right task in Rocketlane, and flag projects burning through their budget before margin disappears.
Rocketlane
Real workflows, built for your team
Build complex workflows in minutes that chain Rocketlane together with the rest of your stack. Trigger them on specific events, on schedule, or on demand.
Customer Success: Auto-launch onboarding the moment a deal closes
Opportunity marked Closed Won
Triggered in Salesforce
Pick the right template & plan
Agent step
Create the onboarding project
in Rocketlane
Assign tasks & invite customer
in Rocketlane
Send branded kickoff email
via Gmail
Spin up a shared channel
Alert via Slack
QX agents can launch projects, manage tasks, log time and keep every onboarding on track—and a lot more
+ 25 more actions
About Rocketlane
Rocketlane is a purpose-built customer onboarding and professional services platform used by hundreds of B2B teams to deliver implementations on time. It combines project management, time tracking, document collaboration and customer portals in one place, with a rich API that makes it a natural fit for workflow automation across the post-sale motion.
About QX Labs
QX is an AI agent platform that helps you build, run and scale AI across your team in a few clicks. Create agents that connect to your data and 1,000+ apps, building institutional memory that gets sharper every run. Then delegate tasks to them from where you already work—Slack, Teams, WhatsApp or email.
See Rocketlane working inside your stack
Want an AI co-worker that runs your onboardings for you? Book a demo call to walk through your implementation workflows, or get started for free.
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