Activation & Setup Agent
Gets new customers from sign-up to first use, clearing the setup blockers that stall activation in the first week.
The Activation & Setup Agent focuses on the critical early steps that decide whether a new customer reaches first value: connecting an account, configuring the basics, and getting to the first real use. It clears the blockers that cause new customers to stall and drift away before they start.
How it works
The agent draws on your setup guidance through Answer, walks the customer through activation through Autopilot, and resolves the common configuration blockers. Where a step needs a person, it hands off through Assist with progress attached, and Audit tracks where activation stalls so the flow improves.
Example requests it handles
- I signed up but do not know where to start.
- How do I activate my account?
- I cannot get the first step to work.
- What do I need to do to go live?
In your industry
- Gets new accounts to first value fast, lifting activation in the first week.
- Walks new users through setup to their first report or reconciliation.
- Activates merchants through initial setup and first transactions.
- Supports clients through configuration to first live use.
- Gets field teams set up and running their first jobs.
- Activates students and educators into the platform quickly.
- Moves new borrowers and partners from sign-up to first use.
In Auralis
Auralis delivers activation through Answer for the steps and Autopilot for the blockers, handing off to a person via Assist and tracking stalls with Audit.