Data library
Customer onboarding records for AI.
Quick answer
Onboarding records show how new customers are set up: steps, questions, delays and fixes. They teach AI to guide setup.
What's included#
- Onboarding checklists
- Kickoff notes
- Setup tickets
- Time-to-value milestones
Where it typically lives
How AI developers use it#
- Onboarding agents
- Support assistants
- Churn prediction
Preparation and privacy#
- Remove customer names and contacts
- Exclude contract terms
- Your company approves the prepared copy before release
How SourceX approaches it#
Preparation requirements are agreed with you before any work begins, and the approved dataset is delivered only after an executed agreement and your explicit authorization of buyer access.
Industries with this data
Typical fields#
- Record ID (pseudonymous)
- Created and closed timestamps
- Category or type
- Request or input text
- Ordered steps or actions
- Outcome or resolution
- Role of each actor (not identity)
Sample record
Illustrative · fictional
- record_id
- rec_8f21c0
- created / closed
- 2023-04-11 → 2023-04-12
- category
- Billing question
- request
- Customer [NAME] asks why invoice [ID] was charged twice.
- steps
- 1. Checked payment log 2. Found duplicate 3. Issued refund
- outcome
- Resolved · refund issued
- actors
- customer, agent_tier1
What buyers look for#
- Complete start-to-finish records
- Consistent fields over years
- Clear, labeled outcomes
- Low duplication
- Work done by skilled professionals
- Edge cases and failures, not only successes
Personal details removed#
- Names
- Email addresses
- Phone numbers
- Postal addresses
- Account, customer and order numbers
- Government IDs
- Payment details
- Health information
- IP addresses and device IDs
- Credentials, keys and hostnames
How buyers test it#
- Sample review by buyer researchers
- Residual personal-data scan
- Duplicate and leakage check against public data
- Label and outcome accuracy spot-check
- Rights and consent documentation review
Rules that may apply
Federal Wiretap Act 18 U.S.C. 2511
Applies to recorded calls and intercepted communications; some states require all-party consent. Assessed deal by deal.
California Consumer Privacy Act Cal. Civ. Code 1798.100 et seq.
May apply where records include personal information of California residents and the business meets the law's thresholds. Assessed deal by deal.
Reviewer note: applicability is confirmed with counsel for each deal. Not legal advice.
All data types · Document approval records · Incident records · Invoice exception records
Frequently asked questions
Do I need to clean these records first?
No. Export what you have; preparation handles formats and removals.
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See if your company qualifies
A short company assessment. No data uploads are needed.