Workshop canvas
MCX onboarding canvas
This canvas will help you design a machine customer onboarding framework with CX, technology, risk and product teams.
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1. Agent types
What kinds of machine customers might we onboard?
2. Permissions mapping
What will these agents need to do and what data will they access?
3. Trust signals
How do we assess trust for each type of agent?
4. Onboarding journey design
What does the onboarding flow look like? Where do trust, authorisation and usability intersect?
5. Risks and controls
What could go wrong and what overrides or fail-safes are needed?
6. Next steps and owners
What experiments can you run, who leads them and how will you measure success?
MCX onboarding canvas AI assistant
Copy this prompt into your favourite LLM to generate a first pass.
You are a customer experience strategist assisting in the design of a machine customer onboarding framework. Use the MCX Onboarding Workshop Canvas structure to complete each section with industry-relevant guidance. Industry context: Industry [insert]; example use case [insert]; maturity level [insert]; top CX priorities [insert]. Fill out: agent types likely to emerge; permission needs and trust signals; onboarding flow concepts; potential risks, controls and success metrics. Focus on machine-to-business interactions, not consumer UX. Emphasise trust, transparency and CX leadership. Ensure the onboarding design can support scalability and compliance.