AI automation · Customer onboarding automation
AI customer onboarding without an SE call.
Your onboarding flow today requires a 1-on-1 SE call for every customer. That's not scalable past a certain volume. We build the AI agent that runs the onboarding for the 60-70% of customers who don't need a human — freeing your CSMs and SEs for the high-touch accounts.
What we build
Onboarding co-pilot agent
New customer signs up → agent guides them through setup, answers product questions, helps configure key integrations.
Asset + data collection
For implementations requiring data: agent collects, validates, imports without a human checkpoint per step.
Integration setup assistant
Common integrations (Slack, Google, CRM) configured via an agent rather than a 1-hr SE session.
Activation milestone tracking
Defined activation milestones tracked automatically. CSMs only get pinged when accounts stall.
CSM handoff agent
When human handoff IS needed: full context + everything tried + recommended next step delivered to the CSM in advance.
Default stack
- Claude (reasoning)
- Your product API
- Intercom / Customer.io (in-app messaging)
- Calendly (only when human time is needed)
- Custom onboarding dashboard
Who this is for
B2B SaaS companies whose onboarding currently requires an SE / CSM per customer and where that's becoming a scale bottleneck.
Questions
Will customers feel like they're being handed off to a bot?+
Only if we build it badly. The right design is: agent handles what it can well, surfaces a real human the moment something feels off, sets expectations transparently. Done right, customer satisfaction is the same or higher than human-led onboarding because the agent is available 24/7.
What about complex enterprise onboarding?+
Enterprise onboarding usually requires a human. We design for the 60-70% of accounts where it doesn't — and we make the system know which accounts those are vs which ones get the full white-glove treatment.
How long to ship onboarding automation?+
Typically Single-Workflow Build engagement (~3 weeks) if your product API + onboarding flow are well-defined. Longer if those need design work first — the audit identifies which.
Other use cases