AI Agent for Customer Onboarding — Built for PagerDuty
Automate Customer Onboarding for teams using PagerDuty. DeskFerry agents handle the workflow end-to-end — no code, set up in minutes.
112 signups onboarded overnight. Sample welcome:
How does PagerDuty work for Customer Onboarding automation?
PagerDuty works for Customer Onboarding automation by powering a DeskFerry agent that runs the workflow end-to-end inside your existing tools — no code, no custom build.
- 01
Trigger fires
The agent connects to PagerDuty alongside the other apps your team already uses, watches for the triggers that matter for Customer Onboarding, and takes the next step on its own while keeping a complete audit trail for review.
- 02
For every new signup this week
Guide new customers through setup and activation automatically, significantly reducing time-to-first-value.
- 03
Send a personalized getting-started email and create their first workspace in our app
Teams typically see days → Hours from signup to first win once the agent is in production.
- 04
You approve
You stay in control: every action is logged, confidence thresholds are configurable, and anything ambiguous is queued for a human instead of being silently auto-completed.
How you tell it what to do
Built in plain English.
You write the rule the way you'd describe it to a teammate. The agent reads the rule, breaks it into the actions it'll take, and confirms the apps it'll touch — before it does anything.
- 1For every new signup this week
- 2Send a personalized getting-started email and create their first workspace in our app
How it connects
Connect PagerDuty. The agent does the rest.
Claude and ChatGPT are already running on our side. You connect PagerDuty with one click, and customer onboarding runs inside it.
Claude and ChatGPT run on our keys. Nothing for you to configure.
- PagerDutyConnect
Runs on your data, in your apps.
Nothing to deploy. Nothing to maintain.
Actions
What PagerDuty + DeskFerry can do
Real PagerDuty actions your AI agent can perform automatically — no manual work required.
Add service to incident workflow trigger
This endpoint adds a service to an existing incident workflow trigger in pagerduty. it allows you to associate a specific service with a trigger, enabling automated incident management processes for that service. use this endpoint when you need to connect a service to an incident workflow, typically during the setup or modification of your incident response procedures. the endpoint requires the trigger's id and the service's id to make the association. it's important to note that this operation doesn't create new services or triggers, but rather links existing ones. ensure that both the trigger and service exist in your pagerduty account before making this call.
Aggregate escalation policy incident metrics
This endpoint analyzes and aggregates incident metrics across all escalation policies in pagerduty. it allows for detailed filtering and customization of the analysis, enabling users to gain insights into incident patterns, response times, and escalation effectiveness. the endpoint is particularly useful for operational reviews, performance analysis, and identifying areas for improvement in incident management processes. it provides flexibility in data selection through various filters and supports different time-based aggregations for comprehensive reporting.
Associate service dependencies
Associates multiple service dependencies in pagerduty, allowing you to define relationships between supporting and dependent services. this endpoint is used to establish a hierarchical structure of services, which is crucial for effective incident management and impact analysis. it enables you to create multiple dependencies in a single api call, improving efficiency when setting up complex service relationships. use this endpoint when you need to define or update the dependency structure of your services in pagerduty, such as during initial setup, service restructuring, or when adding new services to your incident management workflow.
Associate team with automation action
This endpoint associates a specific team with an automation action in pagerduty. it allows you to link a team to an automated workflow, enabling better organization and management of automation actions within your incident response processes. use this endpoint when you need to assign responsibility for an automation action to a particular team or when restructuring your automation workflows. the association helps in tracking, auditing, and managing permissions for automation actions across different teams in your organization. note that this endpoint only creates the association; it does not create new teams or automation actions.
Audit escalation policy records
Retrieves the audit records for a specific escalation policy in pagerduty. this endpoint allows users to access a detailed history of changes made to the escalation policy, including modifications to escalation rules, associated services, and on-call schedules. it's particularly useful for compliance tracking, troubleshooting, and understanding how the incident response process has been adjusted over time. the audit records provide transparency into who made changes, what was changed, and when the changes occurred, helping teams maintain accountability and optimize their incident management workflows.
Convert service rule by id
Converts the rules associated with a specific pagerduty service to a new or optimized format. this endpoint is used to update and standardize the incident management rules for a given service, improving the efficiency and consistency of alert handling. it should be used when there's a need to modernize rule sets, apply best practices, or adapt rules to changing service requirements. the conversion process is applied to all rules linked to the specified service id, potentially modifying their structure or behavior. it's important to note that this operation may impact existing incident routing and alerting patterns, so it should be used cautiously and preferably during a maintenance window.
Count paused incident reports
Retrieves the count of paused incident reports in the pagerduty system. this endpoint is part of pagerduty's incident management and analytics features, providing a quick way to quantify the number of incidents that are currently in a paused state. it's particularly useful for generating high-level analytics, tracking incident management efficiency, and identifying trends in incident handling. the endpoint returns a simple count, making it ideal for dashboard displays or periodic system status checks. it should be used when a rapid overview of paused incidents is needed, but it won't provide detailed information about individual incidents.
Create and manage custom incident fields
Creates a new custom field for incidents in pagerduty. this endpoint allows you to define additional data points to be associated with incidents, enhancing incident management and reporting capabilities. custom fields can be used to store various types of information such as environment, severity, or any other relevant metadata. the field can be configured with different data types and value constraints, allowing for flexible and structured data capture. use this endpoint when you need to extend the incident data model with organization-specific information. note that once created, certain properties of a custom field cannot be changed, so careful planning of field structure is important.
Create a ruleset
Creates a new ruleset in pagerduty for managing incident routing and notification rules. this endpoint allows you to define a named set of rules that determine how incidents are processed and directed to specific teams or users. it's particularly useful when setting up or modifying your incident management workflow. the created ruleset can be global, affecting all incoming incidents, or assigned to a specific team for more targeted incident routing. note that while you can create the ruleset structure with this call, the actual rules within the ruleset must be added separately using other api endpoints.
Create a trigger
Create new incident workflow trigger scoped oauth requires: `incident workflows.write`
Welcome to DeskFerry — your first agent is half built
I noticed Kindleworks is a 4-person studio, and you signed up from the LinkedIn ad about lead gen agents — so I pre-loaded a lead-qualification template for you.
Personalized using LinkedIn activity from the last 30 days.
Human in the loop
Approve before it sends.
Every draft lands in a review queue. You approve, edit, or reject — the agent never acts on its own unless you explicitly turn that on for a workflow you trust.
Governance
Every action, with the reasoning attached.
Each step the agent takes is logged with what it did, why it did it, and which app it touched. Audit-ready, so security and compliance can sign off without backfilling.
- Marco11:42 AM
Approved the draft to maya@kindleworks.studio.
- Agent11:41 AM
Drafted the email and queued it for review.
Reason: High-confidence personalization but recipient is C-level — escalating per policy.
- Agent11:40 AM
Pulled LinkedIn activity and HubSpot deal context.
- Agent11:40 AM
Triggered: For every new signup this week, have @PagerDuty send a personalized getting-star
- Agent11:38 AM
Confirmed sender domain DKIM is healthy.
How it works
Get started in three steps
Step 01
Connect PagerDuty
Authorize PagerDuty and DeskFerry hooks into your issues, repos, and deployment pipelines.
Step 02
Configure Dev Workflows
Define triggers for PagerDuty events — new issues, PR merges, build failures — and the AI actions to take.
Step 03
Ship Faster with Less Toil
AI automates the tedious parts of your PagerDuty workflow. Track issues triaged, alerts handled, and developer time saved.
Start automating Customer Onboarding for PagerDuty
7-day free trial. Works with the tools you already use.
FAQ
Frequently asked questions
How does PagerDuty data stay secure during Customer Onboarding automation?
All data exchanged between PagerDuty and DeskFerry during Customer Onboarding processing is encrypted in transit and at rest. We use OAuth tokens for PagerDuty access, never store raw credentials, and maintain full audit logs of every Customer Onboarding action.
Can I test Customer Onboarding automation with PagerDuty before going live?
Yes. You can run Customer Onboarding workflows in test mode using sample PagerDuty data before activating on live records. This lets you verify every Customer Onboarding rule works correctly with your PagerDuty setup before processing real data.
How does Customer Onboarding automation scale with increased PagerDuty volume?
The Customer Onboarding agent scales automatically as your PagerDuty activity grows. Whether you process 10 or 10,000 Customer Onboarding tasks per day from PagerDuty, the AI handles the volume without slowdowns or additional configuration.
Can I run multiple Customer Onboarding workflows with different PagerDuty triggers?
Yes. You can create parallel Customer Onboarding workflows that respond to different PagerDuty events or conditions. For example, one Customer Onboarding flow for new PagerDuty records and another for updated ones — each with independent rules and actions.
How does the Customer Onboarding agent personalize the onboarding journey for PagerDuty customers?
The agent segments new customers by plan, use case, and signup source, then triggers tailored Customer Onboarding flows — different welcome content, setup steps, and check-in cadence per segment. PagerDuty businesses see materially faster time-to-value with personalized onboarding.
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