Onboarding Agent
Guides new customers through setup step by step, answering questions in context so they reach value faster.
The Onboarding Agent helps new customers get started: what to do first, how to configure the basics, and what each step means. It answers questions in the context of where the customer is, so setup does not stall on a question your team has answered a thousand times.
How it works
The agent draws on your setup documentation through Answer, walks the customer through each step, and resolves the common blockers through Autopilot. Where a step needs a person, it hands off through Assist with the progress so far attached.
Example requests it handles
- How do I get started?
- How do I connect my account?
- What should I set up first?
- I am stuck on the setup step.
In your industry
- Walks new accounts through setup so they reach value without waiting on your team.
- Guides new users through configuration and first reports inside your product.
- Supports the clients you implement for through configuration and first-use questions.
- Helps the merchants you deploy through rollout and initial setup.
- Onboards the field teams you support through their first jobs and workflows.
- Gets students and educators set up and into the platform quickly.
- Onboards new end users without adding to your helpdesk load.
- Guides new students and staff through account setup and first steps.
- Walks new borrowers and partners through onboarding accurately.
In Auralis
Auralis delivers onboarding through Answer for the grounded steps and Autopilot for the common blockers, handing off to a person through Assist when a step needs one.