• STALLED
  • ACTIVE
  • SUMMARY
  • HUMAN

How to track customer onboarding progress with your AI

Connect BoomTown to your agent to get real-time visibility into every client's journey. You'll know exactly who is moving and who is stalled.

Ask AI about this page

Short answer

How can I see where my clients are in the onboarding process?

Your agent pulls active journey data from BoomTown to pinpoint a client's current stage. You'll get a clear view of every client's status and where they are stalling.

Onboarding visibility outcomes.

Where every client lands.

The AI turns raw journey data into clear status updates.

STALLED

Identify stuck clients

The AI finds journeys that haven't moved stages. You get a list of names to reach out to immediately.

ACTIVE

Monitor live progress

Your agent tracks clients moving through stages. You stay updated on successful transitions without manual checks.

SUMMARY

Get journey overviews

The AI pulls high-level data across all active paths. You see the big picture of your current onboarding load.

HUMAN

Manual intervention

The AI flags the issues, but you decide how to handle the client. It identifies the problem so you can step in.

The workflow

What your AI does when you ask for updates.

Your agent acts as a bridge between your chat interface and BoomTown's journey data.

  1. Scan all journeys

    The agent first looks at every active onboarding path currently running in BoomTown.

    list_journeys

  2. Inspect specific clients

    Once it finds a relevant client or path, the agent pulls the full details for that specific journey.

    get_journey

  3. Analyze progress

    The AI compares the current stage against the expected path to see if things are on track.

    get_journey

  4. Report status

    The agent presents a clear summary of who is where, highlighting any clients that need your attention.

    list_journeys

Try it

Copy these to start.

Use these prompts to begin interacting with your BoomTown data.

Starting points

These are opening lines. Swap out the specific client names or journey IDs with your actual BoomTown data.

BoomTown (OvationCXM) Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_FTcflGYIYXCn75eh4YNkXYANYP5oesEQ8mLDQ0JE/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — BoomTown (OvationCXM) capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "boomtown-ovationcxm-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_FTcflGYIYXCn75eh4YNkXYANYP5oesEQ8mLDQ0JE/mcp"
    }
  }
}
Copy into chat04

  • List all active onboarding journeys currently in BoomTown.

  • Check the progress for the client in the 'New Account Setup' journey.

  • Which clients are currently stuck in the 'Verification' stage?

  • Give me a summary of the last three journeys updated in BoomTown.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect BoomTown once, then ask.

One connection gives your agent access to your onboarding data. Your credentials stay encrypted and secure.

Connect BoomTown to your AI

FAQ

How this task behaves.

  • 01

    Can the AI move a client to a new stage automatically?

    No. The AI can only read and monitor journey data. You must manually move clients within BoomTown.

  • 02

    Can the AI delete a journey if a client cancels?

    No. The AI is limited to reading journey information through the provided tools.

  • 03

    Does the AI see all client data in BoomTown?

    The AI only sees the data available through the list and get journey tools.

  • 04

    How often does the AI check for updates?

    The AI only checks for updates when you specifically ask it to via a prompt.

  • 05

    Can I use this with any AI client?

    Yes, as long as your client is MCP-compatible, like Claude, Cursor, or Windsurf.

  • More questions about BoomTown? See everything the BoomTown Connector can do

Connect BoomTown (OvationCXM) to Claude, Cursor, ChatGPT & more