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From Static Checklists to Conversational Onboarding

Turn setup into success — 65% faster activation, 40% fewer tickets.

Start Free Trial — guide users faster
Why do I need to invite my team before setting up workflows?
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Inviting teammates first gives them roles so workflow assignments sync correctly. Want help sending invites?
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Step 1 of 4 • Verified

Why traditional onboarding fails

Static steps cause confusion and drop-offs. Users need guidance, context, and the ability to ask questions in the moment.

  • Same flow for everyone, regardless of goals
  • No in-flow help → tickets spike, time-to-value increases
  • CSMs repeat the same instructions
Tip: Personalized, contextual help reduces tickets and shortens time-to-value — and your CS team actually enjoys onboarding again.
Static vs AI-Led
–One-size-fits-all steps
–No help mid-step
–Tickets escalate later
Completion38%
✓Path adapts to role and goal
✓Explains the ‘why’ at each field
✓Resolves questions in-flow
Completion81%

How it works

Detect, guide, assist, and optimize — all automatically.

Signal-readyPrivacy-aware

Detect & Personalize

Reads role, plan, and behavior to tailor the path.

Guide & Explain

Conversational coaching explains why each step matters.

Assist & Clarify

In-flow Q&A resolves blockers instantly.

Track & Optimize

Analytics reveal drop-offs; flows improve over time.

Next Best Actions
Invite team • Set roles • Connect Slack
Activation progress ↑

Inside the Onboarding Brain

Context • Personalization • Adaptive prompts • Optimization

A

Predict

Identifies signals that indicate purchase intent.

B

Learn

Learns patterns from outcomes to improve predictions.

C

Personalize

Crafts tailored prompts and playbooks for each visitor.

D

Route

Routes hot leads automatically to the right rep.

A
Predict
Identifies signals that indicate purchase intent.

Key Features

Purpose-built to guide users to value — faster.

Guided Setup Flows

Convert static forms into interactive steps.

Role-Based Journeys

Tailor paths by role, goal, or plan.

In-Flow Q&A

Explain every field and action in plain language.

Smart Nudges

Detect hesitation and prompt help.

Progress Analytics

Track completion, time-to-value, and drop-offs.

Continuous Learning

Improve flows using real usage data.

Get started in 3 simple steps

Connect → Guide → Activate

Connect

Drop the snippet and connect tools you already use.

Guide

Conversational flows explain the ‘why’ and coach users inline.

Activate

Watch activation speed rise and tickets fall.

Real Impact — Faster Activation

Results measured across customers after adopting conversational onboarding.

Activation speed
+65%
+65%
Feature adoption
2.8×
2.8×
Onboarding tickets
−42%
−42%
Setup completion
+33%
+33%

What Teams Are Saying

CS and Product teams accelerate activation and reduce tickets.

Our onboarding time dropped from 14 days to 5 — users finish in one sitting.

Alicia Gomez
Product Manager, CloudScale
14→5 days

Explaining the ‘why’ at each step removed confusion and increased completion.

Rahul Mehta
CX Lead, FinServe
+29% completion

In-flow Q&A killed repetitive ‘how do I…’ tickets. CS focuses on value now.

Erin Park
Head of CS, DevSuite
−38% tickets

TRUSTED BY GTM TEAMS AT

Want your logo here? Contact sales to join other teams accelerating activation.

Make Every Onboarding Interactive

Guide users like a human — automatically.

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14‑day free trial · No credit card required

Onboarding automation

What makes onboarding automation useful?

Useful onboarding automation guides real setup steps, answers questions, and makes blocked moments visible to the team.

Agentlytics supports contextual guidance so customers can move forward without losing the surrounding setup context.

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