Deliver
Every new customer gets a dedicated guide.
An agent that walks each customer through onboarding, answers their questions, sends timely nudges, and escalates to your team when it matters. Personalised attention at scale.
What it does
Guided walkthroughs
Walks new customers through setup step by step. Adapts the path based on their product, plan, and progress.
Proactive outreach
Sends timely messages when customers stall, complete milestones, or need a nudge. No generic drip campaigns.
Milestone tracking
Knows exactly where each customer is in their onboarding journey. Flags anyone falling behind.
Answers questions
Handles common setup questions with context about the customer's specific configuration and integrations.
Time-to-value focus
Optimised to get customers to their first win fast. Skips unnecessary steps and prioritises what matters.
Handoff to humans
Escalates to your team when it can't resolve something. Includes full context so nobody asks the customer to repeat themselves.
How it works
Define your onboarding milestones and the ideal customer journey.
Connect your email, CRM, or messaging tools so the agent can reach customers.
The agent monitors new signups and guides each one through setup.
It tracks progress, sends nudges, answers questions, and escalates when needed.
Pick your stack
Each blueprint comes pre-configured with agents and integrations. Choose the one that matches your tools.
Onboarding Concierge - Intercom
Guides each new customer through onboarding via Intercom. Tracks milestones, sends nudges, and escalates when needed.
Onboarding Concierge - Zendesk
Guides each new customer through onboarding via Zendesk. Tracks milestones, sends nudges, and escalates when needed.
Onboarding Concierge - Slack
Guides each new customer through onboarding via Slack. Creates a dedicated channel, tracks milestones, and escalates blockers.
Ready to put it to work?
Pick a blueprint, connect your tools, and let your agent handle the rest.