AI-Powered Onboarding Assistants Operating on Your Secure Knowledge Base.
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From Data to Successful Customer Adoption.
Onboarding Assistants transform your training materials and processes into a secure knowledge base that powers AI-driven user guidance, personalised support, and consistent onboarding experiences.
Help new users succeed from their first login. Our Onboarding Assistants draw from your product documentation and training materials to provide personalised guidance, answer setup questions, and ensure users discover key features - turning trial sign-ups into confident, paying customers.
Personalised Feature Discovery: Guide users through relevant features based on their use case and progress, ensuring they experience value quickly.
Trial-to-Paid Conversion Support: Answer questions, address concerns, and help trial users understand the full value proposition at critical decision points.
Progress Tracking & Intervention: Monitor user progress through onboarding milestones and provide proactive support when users get stuck or show signs of disengagement.
Decrease in erroneous false-positives in large data sets.
Information Collection
Help professional services firms gather client information efficiently and accurately. Our Information Collection Assistants draw from your compliance requirements and intake processes to request necessary documents, explain data needs, and verify submissions - reducing administrative burden.
Automated Information Requests :Guide new clients through required documentation and data submission.
Compliance-Aware Collection: Ensure all necessary information is gathered according to regulatory requirements.
Data Quality Verification: Check submissions for completeness and accuracy, flagging issues early.
Decrease in erroneous false-positives in large data sets.
Process Automation
Help teams adopt complex workflows without extensive training programs. Our Process Automation Assistants will draw from your operational procedures to guide employees through multi-step processes, ensuring consistent execution and reducing the learning curve for new systems and workflows.
Process Automation: Document processing, client intake, workflow management
Information Systems:Knowledge management, query resolution, data analysis.
