Onboarding
Onboarding for new customers
Guide new customers step by step through setup, noquestion left unanswered.
Use case
Cut time-to-value.
The first 14 days decide churn. An onboarding agent walks every new customer through setup — answers questions from the docs, shows video tutorials, sends reminders on stalled progress, and pings sales/success when real blockers appear.
- Personalized onboarding path per use case
- Answers 'how do I do this?' instantly with source
- Detects when a step is stuck — proactive help
- Triggers email/in-app reminders after 24h of inactivity
- Escalates critical blockers to customer success automatically
02how-it-works
What it looks likeIn a concrete flow.
- Step 01
Welcome
Greeting, short needs check ('what do you want to do first?'), matching onboarding path.
- Step 02
Step by step
Agent walks through each step with examples, screenshots, videos. If the user gets stuck: help, often solvable in dialog.
- Step 03
Celebrate success
As soon as the first real win lands (first project, first booking): congratulations + nudge towards next steps.
03by-the-numbers
ResultsWhat our customers achieve.
- activation rate
- +34%
- time-to-first-value
- -58%
- churn in first 30 days
- -22%
- customer-health score
- 92%
We'll build your agent.
30 minutes, no obligations, with concrete suggestions for your industry.