Onboarding (phoenix_onboarding)
phoenix_onboarding is the tool behind Phoenix's guided first run. When you connect Phoenix to an
MCP client (Claude.ai, ChatGPT, AWS QuickSuite, Claude Desktop, Cline, and others) and start the
getting-started prompt, this tool turns "I'm connected" into a real,
recommended next step — no blank page and no raw list of tools to wade through.
It is always available and requires no integration setup, so even a brand-new account can run the guided experience.
What it does
phoenix_onboarding takes who you are and what you work on, then renders a personalized launchpad
(a "Welcome to Phoenix" widget in clients that support it): a short, branded welcome with the one
workflow it suggests you run first, the handful it recommends for your role, and the full set of
curated workflows you can run any time.
The assistant asks you two questions before it shows you the launchpad:
- What's your role? — Sales, Marketing, Customer Success, Exec / Strategy, or Other.
- What company or product do you represent? — so the recommendations and your first run are tailored to your business.
That's it — no open-ended "what are you hoping to do?" questionnaire. Based on your two answers (and the tools available in your session), the assistant recommends the best one to three workflows for you and renders the launchpad.
The 10 curated workflows
The launchpad draws from a curated set of ten first-run-safe GTM workflows. Each one is a complete, repeatable research task you can ask Phoenix to run. You'll see your recommended workflows highlighted at the top and the rest listed below them.
| Workflow | When to use it |
|---|---|
| Account Research Brief | Walking into a new account? Get a one-page brief — firmographics, tech stack, IT spend, and stakeholders — before your first call. |
| PVP / PQS Qualification | Deciding if an account is worth pursuing? Score it against your priority-vendor and product-fit framework. |
| Intent Targeting & Activation | Want a prospecting list of accounts actively in-market? Turn a buying-intent topic into an activation play. |
| Vendor-Sprawl Consolidation Map | Selling consolidation? Map an account's overlapping tools to surface displacement and consolidation angles. |
| Pre-Call Brief | Five minutes before a meeting? Get focused prep on the account or contact you're about to talk to. |
| Competitive Analysis Brief | Sizing up a market or account? Get a side-by-side read on the competitive landscape and where you fit. |
| TAM Sizer (Tech Adjacency) | Planning territory or GTM? Size a market using technology-adjacency signals to find your real addressable base. |
| Competitive Battlecard | Up against a named competitor? Get objections, proof points, and traps you can use on the call. |
| ICP Refiner (Closed-Won Cohort) | Not sure who your best-fit buyer is? Refine your ICP from the cohort that actually closed. |
| Market Analysis Brief | Entering a new segment? Get a sized, segmented, sourced read on its dynamics and where to play. |
The assistant only recommends workflows whose required data and tools are available in your session. If your toolset is minimal, it still gives you a useful starting point — the Account Research Brief is the safe first run.
What the launchpad shows
The launchpad widget is laid out in four parts:
- Welcome (hero) — a branded greeting, personalized to the company you named, with a single "Start here" call to action for the workflow you should run first.
- Recommended for you — the one to three workflows picked for your role, each with a short "when would I use this?" note, plus a line explaining why they were chosen.
- More workflows you can run — the rest of the curated set, so nothing is hidden behind a menu.
- Feedback footer — a link to email the Phoenix team your getting-started feedback.
Running a workflow from the launchpad
How you launch a recommended workflow depends on your MCP client:
- On clients that support it, the launchpad shows a one-click "Run it" button next to the "Start here" action — press it and the workflow runs.
- On every other client, you get the exact phrase to use instead — for example, Just tell Phoenix: "Run the Account Research Brief for Acme." — so you can run it by simply asking.
Either way you reach the same result; the button is just a shortcut where the client allows it.
If your client can't render interactive widgets at all, Phoenix sends the same content as plain text: your recommended workflows, the full catalog, and where to start.
Parameters
You don't call this tool by hand — the assistant calls it for you after you answer the two questions. For reference, it accepts:
| Name | Required | Description |
|---|---|---|
role | No | Your role: sales, marketing, cs, exec, or other (your answer to question 1). |
company | No | The company or product you represent (your answer to question 2). Used to personalize the launchpad and your first run. |
recommended_prompts | No | The one to three curated workflows the assistant recommends for you, drawn from the ten above. |