An agent that walks each new user to their first win — and knows when they actually got there
An agent that runs activation as a guided journey — greeting each new signup, walking them step by step to their first real outcome, reacting to what they actually do in your product rather than what they say, and reaching them across the app, email and chat until they're set up. When they're activated, it hands them on; when they stall, it steps in.
A real activation journey, per user
A storyline walks each new account through the steps that matter — connect a data source, build the first thing, invite a teammate — one at a time, remembering exactly where every user is instead of blasting the same sequence at everyone.
Driven by what they did, not what they said
A step advances when your product reports the real event — the data source connected, the first report built — not when the user claims they did it. Activation is measured, not guessed.
Reaches them where they are
Because progress is saved per person, the same journey continues across the in-app assistant, email and chat — so a nudge lands wherever the user actually is, and picks up mid-step.
Steps in when they stall
Idle on a step too long, or clearly stuck, and the journey branches to a lighter path or an offer of help — instead of letting the account drift quietly toward churn.
Scales a success manager to thousands
The judgement of a good onboarding specialist — what to do next, when to push, when to back off — runs as a graph, for every account at once, and hands a human only the accounts that genuinely need one.
Activation is where most SaaS quietly loses its users. Signup is easy; the walk from "account created" to "this is now part of my week" is a multi-step process — connect the data, build the first thing, bring in a teammate, form the habit — and it's different for every user. A timed email sequence can't hold that, because it fires whether or not the person has actually done the step. A plain chatbot can't hold it either, because it forgets the moment the conversation ends.
An onboarding agent runs activation as a storyline — a journey it follows with each new account. It greets them, walks them to their first real outcome one step at a time, and — this is the part that matters — it advances on what they actually did in your product, reported back through a callback, not on what they claim. Progress is saved to the person, so the same journey continues across your in-app assistant, email and chat, and resumes on the right step days later. When someone stalls, it branches to a lighter path or offers help; when they're activated, it hands them on.
It's the judgement of a good onboarding specialist — what to do next, when to push, when to back off — running as a graph, for thousands of accounts at once, and pulling in a human only for the ones that truly need one.
よくあるご質問
- How is this different from an onboarding email sequence?
- A sequence fires on a timer regardless of what the user has done. This is a stateful journey — each step advances only when the user reaches the real outcome (measured from your product's own events), it remembers where every account is, and it branches when someone stalls. It reacts to the user instead of broadcasting at them.
- How does it know whether a user actually completed a step?
- Your product reports the real event — a data source connected, a first report created — to the agent through a callback, and the step advances on that signal. It advances on what happened in your product, not on the user saying they did it.
- Can the same journey continue across the app and email?
- Yes. Each user's progress is saved to them, not to a single session, so the journey continues across your in-app assistant, email and chat — a nudge reaches them wherever they are and resumes on the right step.
- Does it need engineering work to set up?
- You design the journey as a graph — steps, conditions, branches — with no code, and wire your product's events to it through a simple callback. The agent answers from your own docs and help content, so it speaks about your product, not a generic one.
- What happens when a user gets stuck?
- A step can branch on time or on a signal — idle too long, repeated failed attempts — to a simpler path, a targeted tip, or a hand-off to a human. The account gets attention at the moment it's drifting, rather than after it has churned.