Book a Demo

Customer Onboarding, now with Agents on your team.

Connect your applications and AI to GUIDEcx's proven onboarding infrastructure, and power custom AI agents through our Open API.

Book a DemoTake a Tour
Try it in Claude or Codex

Ask Claude or Codex. Watch it work with GUIDEcx.

Pick a question about your onboarding projects. Your AI tool calls the GUIDEcx API and shows you the answer.

Try a question

Build on GUIDEcx. Make it your own.

Go beyond out-of-the-box functionality. Build custom applications, automate processes, and put your own AI to work with GUIDEcx.

Put AI to work directly in your GUIDEcx project plans.

Make Claude or Codex part of your implementation team. Assign tasks, coordinate dependencies, and bring AI-generated work directly into your GUIDEcx projects.

1

Assign work to your AI agents

Add Claude or Codex to your project workflow and assign specific tasks, just as you would with a team member.

2

Let project dependencies guide the work

Configure your AI agent to identify tasks that are ready to begin. Schedule it to check for available work and execute tasks using your instructions.

3

Keep the results in the project

Your agent can return completed files, summaries, and updates to the relevant GUIDEcx task, where your team can review the work and move the project forward.

Don't let your onboarding platform dictate your AI strategy.

Use GUIDEcx's built-in AI or bring your own. Our API lets you connect compatible tools like Claude and ChatGPT, build custom agents, and put them to work with onboarding data and supported workflows.

BeyondTrust

How BeyondTrust is building on GUIDEcx

BeyondTrust uses GUIDEcx's API and Claude to build custom workflows that connect customer discovery, implementation execution, and product adoption.

Read the BeyondTrust Case Study

Turn customer discovery into tailored implementation plans

BeyondTrust built a Claude-powered discovery process that uses customer responses to generate personalized GUIDEcx projects. The workflow selects relevant phases and tasks from a library of 171 tasks across 19 use cases, giving each customer an implementation plan based on their specific requirements.

Turn adoption gaps into proactive re-engagement

By connecting GUIDEcx with product usage and customer data, BeyondTrust can identify accounts where unfinished implementation work is limiting adoption. These signals help trigger targeted re-onboarding projects to address outstanding configuration or integration needs.

In one case, a customer configured four connectors within two days of re-engagement.

Connect onboarding progress to customer intelligence

BeyondTrust brings GUIDEcx implementation data together with product usage, license consumption, and commercial information in an internal AI application. Teams can see what customers purchased, what they've implemented, and where gaps remain, helping them prioritize the work that will drive adoption.

“Everything we do is API-driven. So if we can’t do it with an API in the product, you wouldn’t have been chosen.”
Devin ChurchillVP of Customer Success & Adoption at BeyondTrust

Under the hood: The GUIDEcx API

Built for actions, answers, and AI.

REST API

Create and update projects, manage tasks, and automate onboarding workflows across your systems.

Analytics & Query API

Query and aggregate onboarding data for custom reporting and portfolio analysis.

MCP Server — Coming Soon

Connect compatible AI tools and agents to GUIDEcx data and supported actions.

Explore API Documentation

Connect onboarding to your entire tech stack.

With 1,000+ pre-built integrations and a flexible API, GUIDEcx connects onboarding to the systems your business relies on. Automate work across applications or build your own integrations around your processes.

SalesforceStart projects from closed deals and sync status back to the account.HubSpotKick off onboarding when a deal closes and keep contacts in sync.SlackGet project updates and task alerts in the channels you already use.Microsoft TeamsSend onboarding notifications straight to your team’s chats.JiraLink tasks to Jira issues so engineering and onboarding stay aligned.ZendeskSee support tickets alongside onboarding work for every customer.GainsightShare onboarding health with your customer success team.NetSuiteConnect onboarding milestones to billing and finance workflows.
Explore All Integrations

Build what you want, without maintaining everything behind it.

Building a custom onboarding application is one investment. Keeping it secure and reliable as your business grows is another.

GUIDEcx manages the underlying platform so your team can focus on building what makes your solution unique.

GUIDEcxmanages

Security & Compliance

Build on established security controls backed by SOC 2 Type II, with authentication and access management already in place.

Data Infrastructure

Access structured onboarding data through our APIs without building and maintaining your own project data platform.

Hosting & Maintenance

GUIDEcx handles platform hosting and ongoing maintenance, reducing the infrastructure your team needs to support.

Scalability & Reliability

Run complex implementations on an established platform designed to support growing onboarding operations.

Continuous Innovation

Benefit from ongoing improvements in AI, forecasting, and resource management without developing every capability yourself.

9 yearsin customer onboarding
500K+projects completed
20+industries served

Enterprise-grade security, built into the foundation.

Build on GUIDEcx's established security infrastructure, backed by SOC 2 Type II and designed to protect sensitive customer information. Your team gets a secure foundation without having to develop and maintain the underlying platform.

SOC 2 Type II

An independently audited security program with established controls for protecting customer data.

Secure, permission-based API access

Authenticated requests and scoped API tokens let you control which resources and actions your applications can access.

Enterprise access management

Role-based permissions and SAML-based Single Sign-On help organizations manage access to their onboarding operation.

Explore Our Security & Compliance

Frequently asked questions

What can I build with the GUIDEcx API?

You can build custom onboarding applications, internal workflows, reporting, and AI agents connected to supported GUIDEcx data and actions.

Can I create my own onboarding interface?

Yes. Build an interface with your preferred development tools and connect it through the API, or embed GUIDEcx's existing customer portal.

Can I connect Claude or ChatGPT to GUIDEcx?

Yes. Use API integrations or a configured MCP server to connect compatible AI applications. GUIDEcx's productized MCP server is coming soon.

Can my own AI agents update onboarding projects?

Yes. Agents can use supported API actions with the appropriate access and permissions.

What's the difference between GUIDEcx's REST API and Analytics & Query API?

The REST API lets applications create and update onboarding resources. The Analytics & Query API lets you retrieve and analyze onboarding data across projects for reporting and business intelligence.

Do I need to build my own onboarding infrastructure?

GUIDEcx provides the underlying onboarding platform, including project management, customer collaboration, and hosted infrastructure. Your team remains responsible for the custom applications and integrations it develops.

Build what's next for your onboarding operation.

Create the experiences and capabilities your business needs, with GUIDEcx providing the foundation behind them.

Book a DemoTake a Tour