Ai Agent Onboarding

Your AI Agent Is Not Broken. You Just Never Onboarded It.

A step-by-step system for business owners to set up AI agents that actually work.

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What This Is

Most business owners try an AI agent for an afternoon, get garbage results, and blame the technology.

The real problem? They're treating their agent like software when it's actually a new hire.

This starter kit gives you the same onboarding process you'd use for a great employee: a clear job description, the right tools, structured memory, feedback loops, and realistic timeline expectations. Open it in Claude Code and the interview process walks you through everything.

What You'll Walk Away With

After the 20-30 minute interview, you'll have four documents ready to use:

1. An agent brief -- your agent's job description, responsibilities, decision boundaries, and success criteria. This is the file your agent reads to know what it's supposed to do.
2. A memory structure -- how your agent remembers things between sessions so you're not re-explaining the same context every time.
3. A feedback template -- customized for your specific role, so you can give feedback that actually changes how the agent works.
4. A first-week plan -- specific tasks for the first five days, ordered from simple to complex, so you can calibrate before giving your agent bigger responsibilities.

Want to see what that looks like? We have two worked examples: the [Operations Assistant](examples/operations-assistant/) (multi-task agent for a 15-person firm) and the [Tax Prep Assistant](examples/tax-prep-assistant/) (focused single-workflow agent for a solo CPA). Pick whichever looks closer to your situation.

What's Inside

• Interactive Interview -- Claude Code asks about your business and the role you want filled, then generates your agent's foundation documents
• 6 Practical Guides -- Installation, job descriptions, [tools and access](guid