# Rights, data, milestones and contacts ready

The customer arrives in session with the right access and less wasted time.

- **Page** : https://bruno.incwo.com/en/use-cases/preparer-onboarding-client-logiciel
- **Secteurs** : B2B SaaS, Consulting
- **Fonctions** : Customer success, Delivery, Ops

## The situation
Onboarding often stalls on access, data to import, client roles and schedule.

## What you want
I want to start with a complete file and visible first value.

## A plain AI chat
An AI chat makes a standard checklist, but does not connect contract, data, client emails and team constraints.

## With Bruno
Bruno prepares the onboarding file, missing items and first milestone plan.

## Agents involved
- Support agent
- Customer context agent
- Documentation agent

## Deliverables
- Qualified ticket
- Customer history
- Prepared reply
- Technical note

## Gains
- Less improvised support in emails
- IT customers tracked without heavy tooling