Onboarding & Offboarding Agent
Every client has its own onboarding checklist, and every miss becomes a follow-up ticket. This agent reads the request, follows the client's SOP from IT Glue or Hudu, creates or disables the account, sets licenses, groups and mailbox access, and prepares the device through your RMM.
Tickets it resolves every day
What lands in the queue, and what the agent does about it.
New hire Sarah starts Monday
ResolvedCreated the account, assigned Business Premium, added groups and shared mailboxes from the client SOP.
Marc leaves Friday, keep his email
ResolvedBlocked sign-in, converted the mailbox to shared, gave his manager access, removed the license.
Intern ends today
ResolvedDisabled the account, revoked sessions, removed groups and logged the checklist in the ticket.
Prepare a laptop for the new accountant
ResolvedInstalled the client's standard apps through the RMM and confirmed the device is ready.
What the Onboarding & Offboarding agent handles
You choose which cases are enabled for each client, and how much it can do on its own.
Onboarding
- Account creation from the request
- Licenses, groups and shared mailboxes
- Standard apps through the RMM
- Welcome details sent to the manager
Offboarding
- Block sign-in and revoke sessions
- Convert mailbox and delegate access
- Remove licenses and groups
- Device wipe request through the RMM
Client checklists
- Follows each client's SOP
- Checks approvals before acting
- Logs every step in the ticket
- Flags anything it can't complete
Diagnose, plan, approve, execute
Diagnoses against live state
Checks the real state of the tenant, account or device, and pulls the client's SOP for the issue.
Builds a plan with sources
Every step cites where it comes from: a client SOP, live state, or a clearly flagged best practice.
Approve, or delegate
Your tech approves each action in one click, or you let trusted cases run on their own.
Executes, verifies and logs
Runs the approved actions, confirms the fix worked and writes everything to the ticket and audit trail.
Onboarding & Offboarding Agent questions
Does it follow each client's own process?
Yes. It reads the client's onboarding or offboarding SOP from IT Glue or Hudu and follows it step by step. Without one, it uses your default checklist.
What if information is missing from the request?
It asks the requester for what's missing, such as start date, role or manager, before creating anything.
Pair it with the rest of the team
How MSPs Use Mizo AI: Customer Success Stories
See how high-growth MSPs use Mizo to deliver faster support with AI-powered service desk automation.
Commandare Technologies
Patrick Racine, Founder & President
With Mizo handling our triage, our technicians can focus on work that truly matters
Patrick Racine
Founder & President, Commandare Technologies
How MSPs Use Mizo AI: Customer Success Stories
See how high-growth MSPs use Mizo to deliver faster support with AI-powered service desk automation.
Nexxo Technologies
Laurence St-Yves, Chief Technology Officer
Our kill rate is better. Our SLA compliance is better.
Laurence St-Yves
Chief Technology Officer, Nexxo Technologies