Onboarding Assistant Starter Kit
First impressions decide retention. This template guides new users through your product with a conversational welcome flow, interactive feature tours, step-by-step setup guidance, and answers to common getting-started questions β reducing time-to-value and day-7 churn.
What's Included
Everything you need to get started, pre-configured and ready to customize.
- Welcome flow with personalized greeting sequence
- Interactive feature tour with step-by-step guidance
- Setup assistance with progress milestone tracking
- Getting-started FAQ with contextual answers
- Onboarding progress tracking and nudges
- Feature discovery prompts based on user stage
Best For
This template is designed for teams and businesses like these.
SaaS Companies
Software products with multi-step onboarding flows that lose users between signup and their first key action. Reduce activation drop-off with guided assistance.
App Developers
Mobile and web app developers who need to walk new users through features, permissions, and setup without relying on static tooltip tours.
Platform Builders
Marketplace and platform operators who onboard both supply-side and demand-side users with different flows and setup requirements.
Template Features
Key capabilities included in this starter kit.
- Personalized welcome message based on signup source
- Step-by-step setup wizard within conversation
- Feature highlight cards with direct deep links
- Progress milestones with completion percentage
- Contextual help triggered by user actions
- Proactive nudges for incomplete onboarding steps
- Common question handling specific to new users
- Handoff to support for stuck users with context
How to Customize
Adapt this template to your business in four simple steps.
Map Your Onboarding Steps
Define the key milestones new users should complete: account setup, first feature use, integration connection, team invite. The bot guides users through each step.
Create Feature Tour Content
Write brief descriptions of your key features with links or screenshots. The bot presents these as interactive highlights when users explore your product.
Configure Progress Nudges
Set timing rules for when the bot should prompt users who haven't completed key steps β gentle reminders that bring users back on track.
Add Getting-Started FAQ
Upload your most common new-user questions and answers. The bot proactively surfaces relevant answers based on where the user is in the onboarding flow.
Related Industries
Explore how Chatloom serves these industries with AI chatbots.
Frequently Asked Questions
- How does the bot know where a user is in onboarding?
- The template tracks onboarding milestones through conversation interactions and optional event integration. It knows which steps a user has completed and what remains.
- Can the bot show different flows for different user types?
- Yes. You can configure multiple onboarding paths based on user role, plan type, or signup source. A marketing user sees different highlights than a developer user.
- Does it integrate with product analytics tools?
- The bot can receive user events via webhooks to understand in-product behavior. This allows contextual help β for example, offering assistance when a user has been on a settings page for too long.
- Will it keep messaging users after they complete onboarding?
- You control the lifecycle. After onboarding is complete, the bot switches to regular support mode or feature discovery. You can also configure it to introduce new features as they launch.
Related Resources
Disclaimer: Templates are starting configurations that should be customized for your specific business needs. Results vary based on knowledge base quality and configuration. All product names are property of their respective owners.