Agentlytics
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From Static Checklists to Conversational Onboarding

Turn setup into success β€” 65% faster activation, 40% fewer tickets.

Why do I need to invite my team before setting up workflows?
Advancelytics
Inviting teammates first gives them roles so workflow assignments sync correctly. Want help sending invites?
Invite teammatesAuto-assignWorkflow templates
Step 1 of 4 β€’ 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 β†’ tickets spike, time-to-value increases
  • CSMs repeat the same instructions
Tip: Personalized, contextual help reduces tickets and shortens time-to-value β€” 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%
βœ“Path adapts to role and goal
βœ“Explains the β€˜why’ at each field
βœ“Resolves questions in-flow
Completion81%

How it works

Detect, guide, assist, and optimize β€” 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 β€’ Set roles β€’ Connect Slack
Activation progress ↑

Inside the Onboarding Brain

Context β€’ Personalization β€’ Adaptive prompts β€’ 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 β€” 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 β†’ Guide β†’ Activate

Connect

Drop the snippet and connect tools you already use.

Guide

Conversational flows explain the β€˜why’ and coach users inline.

Activate

Watch activation speed rise and tickets fall.

Real Impact β€” Faster Activation

Results measured across customers after adopting conversational onboarding.

Activation speed
+65%
+65%
Feature adoption
2.8Γ—
2.8Γ—
Onboarding tickets
βˆ’42%
βˆ’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 β€” users finish in one sitting.

Alicia Gomez
Product Manager, CloudScale
14β†’5 days

Explaining the β€˜why’ at each step removed confusion and increased completion.

Rahul Mehta
CX Lead, FinServe
+29% completion

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

Erin Park
Head of CS, DevSuite
βˆ’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 β€” automatically.

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