Phoenix Onboarding

Onboards a new user or agent to Phoenix: renders a branded, personalized getting-started widget that recommends the best GTM workflows to run first, with a text fallback for clients that cannot render MCP-app widgets. Use this when the user is new to Phoenix or asks how to begin (e.g. "I'm getting started", "what can Phoenix do", "where do I start"). Do NOT use this when you already know which specific data tool to call (e.g. the user asked for a company's firmographics, technographics, or intent) — call that tool directly. On that intent you MUST ask EXACTLY these two questions and WAIT for the answers before doing anything else. Ask the role question as a NUMBERED choice list (so the user can reply with a number), then the company question on its own line — formatted exactly: "First, what's your role? Reply with the number: 1. Sales 2. Marketing 3. Customer Success 4. Exec / Strategy 5. Other" and "And what company or product do you represent?". Ask ONLY those two — do NOT ask open-ended questions like "what are you hoping to do with Phoenix", and do NOT present role as a free-text question. Do not skip, improvise, or guess the answers. After you have BOTH answers, call this tool with the role, company, and recommended_prompts parameters. Faster first run: you MAY call with role and recommended_prompts while OMITTING company rather than stalling — Phoenix pre-fills it from signup data when it can (see the company parameter).

Credits

Free — No credits consumed. See the full credit table for how AI Credits work.

Parameters

Name	Type	Default	Description
role	string	-	The user's role, the answer to onboarding question 1 — ASK THE USER first (sales / marketing / cs / exec / other); do not guess. Drives which workflows are recommended and the "why we picked these" reason line.
company	string	-	The company or product the user represents, the answer to onboarding question 2 — ASK THE USER first; do not guess. Personalizes the widget copy and pre-fills the primary-action prompt. Optional: OMIT it to let Phoenix pre-fill the company from the user's signup data when it can (corporate email domains only) instead of stalling; otherwise the recommendation asks for the company before running.
recommended_prompts	array	-	The 1–3 curated prompt slugs you recommend for this user, chosen from their role and the tools visible in this session (e.g. "account-research-brief", "pre-call-brief", "competitive-battlecard"). Must be drawn from the curated onboarding set; anything outside the set is rejected. Omit to get a safe default recommendation.

Use Cases

• Orient a brand-new user who says "I'm getting started" or "what can Phoenix do"
• Recommend the best 1–3 first workflows to run based on the user's role
• Render a branded getting-started widget personalized to the user's company
• Give a new agent a starting map of Phoenix's GTM workflows and capabilities
• Kick off a fast first run by deriving the company from the user's corporate signup email

Example Usage

Onboard a seller researching an account

{
  "tool": "phoenix_onboarding",
  "arguments": {
    "role": "sales",
    "company": "Cisco",
    "recommended_prompts": [
      "account-research-brief",
      "pre-call-brief"
    ]
  }
}

Onboard marketing before a company is known (Phoenix derives it)

{
  "tool": "phoenix_onboarding",
  "arguments": {
    "role": "marketing",
    "recommended_prompts": [
      "market-analysis-brief",
      "icp-refiner-closed-won-cohort"
    ]
  }
}

Response Format

Field	Type	Description
role	string | null	The user's role.
company	string | null	The company or product the user represents.
recommendationReason	string	Why these workflows were recommended for this user.
recommendedPrompts	array	The 1–3 curated workflows recommended for this user.
recommendedPrompts[].slug	string
recommendedPrompts[].title	string
recommendedPrompts[].blurb	string
curatedPrompts	array	The remaining curated workflows (excludes the recommended ones).
curatedPrompts[].slug	string
curatedPrompts[].title	string
curatedPrompts[].blurb	string
primaryAction	object	The single primary next action (CTA).
primaryAction.title	string
primaryAction.prompt	string
provider	string	Provider bucket the entry copy is framed for (claude/chatgpt/aws/default).
framingNote	string	Light provider-aware framing note.
companyDerivedFromSignup	boolean	Whether the company was derived from signup data rather than the answer.

Related Tools

phoenix_list_agents, phoenix_invoke_agent, company_research, search_companies