Automated Onboarding Experience

# Automated Onboarding Experience ## What It Does The Automated Onboarding Experience automates personalized onboarding demos for new customers, saving time for customer success teams and boosting user engagement. It creates customized demo experiences based on customer data and preferences, resulting in faster time-to-value and increased customer satisfaction. The automation sends these demos to customers via email, ensuring a seamless and engaging onboarding process. By automating this process, customer success teams can focus on higher-value tasks. ## Who Needs This Customer Success Managers are the ideal buyers for the Automated Onboarding Experience. They currently spend a significant amount of time manually creating and sending personalized onboarding demos to new customers, which can be time-consuming and prone to errors. By automating this process, Customer Success Managers can reduce their workload and improve the overall onboarding experience for their customers. ## How It Works — Step by Step 1. You provide a list of customer information, including names and email addresses, which the agent uses to create personalized onboarding demos. 2. The agent analyzes customer data to determine the most relevant features and content for each demo. 3. You upload a template for the onboarding demo, which the agent uses as a basis for creating customized demos. 4. The agent generates a unique demo for each customer based on the template and customer data. 5. You review and approve the demos before they are sent to customers. 6. The agent sends the demos to customers via email, along with a follow-up email to ensure they have everything they need. 7. The agent tracks customer engagement with the demos, providing insights into how customers are interacting with the content. 8. You receive a report summarizing customer engagement and feedback, which can be used to refine future onboarding demos. ## What You Get * Personalized onboarding demos for each customer * Automated email campaigns to send demos and follow-up emails * Customer engagement tracking and reporting * Insights into customer feedback and preferences * Time savings of up to 2 hours per campaign ## Setup Requirements * AI service API key (e.g. OpenAI API key) * Web automation account credentials * Customer data, including names and email addresses * Onboarding demo template * Email account credentials for sending demos and follow-up emails ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*