Guides new customers through their first 30 days with the right steps at the right time. Tracks milestones, nudges stragglers, and flags at-risk accounts.
Capabilities
Sends the onboarding sequence, welcome email, setup guide, check-in messages
Tracks milestone completion, account setup, first use, integration connected
Nudges customers who fall behind on key activation steps
Collects feedback at Day 7, Day 14, and Day 30
Flags at-risk accounts that aren't activating on schedule
Reports on onboarding completion rates and time to first value
Goal example
"Day-30 activation rate above 85%. Every customer who falls behind nudged within 24 hours."
That's the entire setup. No prompts. No workflows.
Differentiators
Not a fixed email sequence. Your AI coordinator tracks actual product usage and sends the next message when the customer is ready, or nudges them when they're not.
Every new customer is monitored daily. If they miss a step, they get a personalized nudge. If they go quiet, your CSM gets an alert. Zero customers forgotten.
Your AI coordinator is optimized for one metric: how fast customers get real value from your product. Every message, nudge, and check-in drives toward activation.
Automated surveys at Day 7, 14, and 30 capture how customers feel about the experience. The data flows directly to your CS and product teams.
FAQ
It manages the entire onboarding experience for new customers, sending the right messages at the right time, tracking activation milestones, nudging customers who fall behind, and flagging at-risk accounts to your CS team.
Yes. You can define different onboarding playbooks for different tiers, enterprise customers might get a more hands-on sequence while SMB customers follow a self-serve path.
No. It handles the operational coordination, sequences, milestone tracking, nudges. Your CSMs step in for high-touch moments, complex questions, and relationship building.
Other workers
Answers customer questions fast. Routes complex issues to humans with full context. Updates the knowledge base. Never puts a customer on hold.
Watches customer behavior and warns you before they leave. Scores churn risk, alerts your team with context, and tracks save outcomes.
Your first Shadow Worker is ready in 30 seconds. No contracts, no workflows to build, no AI to babysit.