Use case · Onboarding

Onboarding that actually completes.

Walk new customers (or employees) through the first mile with personalized guidance, in-context help, and progress tracking.

UserHey — let's get you set up in 5 minutes.
Greet
Onboarding guide
Online
3 steps to first value
Connect → Invite → Run
5 min
The problem

Why it isn't working right now.

40–60%
drop off in first week

Most products lose new users in onboarding — not because they don't fit, but because they got stuck.

“time to value” is the metric

Every step between signup and first real value is a loss-aversion event.

CSMs can't scale

High-touch onboarding works but doesn't scale to long-tail customers.

How it works

Four steps. No engineering.

1 day
01

Map the journey

Define key milestones from signup to first value.

1 week
02

Personalize per persona

Different paths for different roles, sizes, use cases.

Live
03

Open the assistant

In-product widget, email follow-ups, Slack/Teams check-ins.

Daily
04

Track completion

Per-step completion, time-to-value, drop-off — visible.

Example

A new user, guided to first value

New user signs up. Assistant walks through three steps personalized to their use case.

Live conversation

A new user, guided to first value

New user signs up. Assistant walks through three steps personalized to their use case.

Avg response 1.1s
Welcome — let's get you to your first report in 5 minutes. Quick question: what's the main thing you want to track?
User onboarding funnel.
Perfect. Three steps: (1) connect your analytics, (2) define your onboarding events, (3) build the funnel. Ready to start with (1)?
Yes — what's the fastest way to connect Mixpanel?
Settings → Integrations → Mixpanel → paste your API key. I'll wait.
Connected.
Nice. Now let's tag your onboarding events — paste the three event names you care about.
Results
Activation rate
+47%
week 1 cohort
Time-to-value
−62%
days → hours
CSM hours saved
12 / week
long-tail onboarded
Trial-to-paid
+28%
activated cohort converts
What's inside

Built to do the work.

Persona-aware

Different paths for different roles, sizes, use cases.

Progress tracking

Knows where each user is, picks up where they left off.

Cross-channel nudges

Email, in-app, Slack — gentle nudges, not nag.

Personalized celebration

First-action celebrations to reinforce behavior.

Smart handoff

Escalates to CSM at the right moment, with context attached.

Activation analytics

Per-step completion and drop-off — visible.

Common questions

  • Yes — JS SDK, server SDK, plus webhooks for cross-system events.

Ready when you are

Activate every signup — without hiring.

14 days · No credit card · Live in 10 minutes

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