Tegan · Onboarding agent
I walk every signup to first value.
I greet new users by name, learn what they came for, and guide them through the activation steps that matter — in voice, in your product. Your CSMs find out at standup, not at renewal.
- First session in real time
- Goal-aware walkthrough
- Health signaling
What I do for onboarding
From first login to first aha — in one voice.
First session
I greet them by name. I learn the goal.
When a new signup logs in — at 9am, 11pm, or Saturday — I'm there. I ask what they're trying to do, what their team looks like, what success looks like for them. The whole rest of onboarding gets anchored to that.
- Real-time pickup the moment they land
- Goal capture in 5–7 minutes of voice
- Session summary in your dashboard
First-session call · 1:08 elapsed
Sasha · signed up 11:42pm
Tegan
What are you hoping to ship this week with the trial?
User
Migrating off spreadsheets before Q-end. Three of us.
Tegan · internal
Goal: spreadsheet migration · team of 3 · deadline = quarter-end
Guided activation
I walk the steps that correlate with retention.
You tell me what activation looks like — the steps your retained customers actually do. I walk new users through them, mid-product, with screen-share so I can point to the right button when they get stuck.
- Configurable activation goals (freeflow or guided)
- Screen-share vision when steps get tricky
- Adapts to user objections in real time
Activation path
● 3 of 5
- done
Invite teammates
3 of 3 added
- done
Connect first integration
Slack + Notion
- done
Build first workflow
Q4 planning template
- now
Run first automation
in progress · 14%
- next
Set team goal
queued for end of session
Health signaling
I tell you who's slipping, before renewal.
Every session is recorded and quality-scored. When a user struggles, when the activation step doesn't land, when the second login never comes — I surface the signal in your dashboard so a CSM can act while it still matters.
- Per-session quality scoring (persona, knowledge, helpfulness, accuracy)
- User ratings post-call
- Audio + transcript for replay and review
Dashboard · Session summary
● updated 4m ago
- Account
- Northstar Co.
- Health
- ● Green · 86 / 100
- Activated
- Day 2 · spreadsheet migration shipped
- Quality score
- Persona 5/5 · KB 4/5 · helpful 5/5
- User rating
- ★★★★★ · 'really helpful'
- Next CSM action
- Light touch · check at day-45
Onboarding questions
First things teams ask.
What if a user just wants the docs?
I send them the relevant doc and ask if they want me to keep going or take a different path. Some users prefer to read; I respect that and check back if they want help later in the session.
Can I run different onboarding flows for different plan tiers?
Yes. Configure multiple agents under one account, each with its own goal sequence and personality. The trial-plan onboarding can be lighter; the enterprise onboarding can ask the questions that matter at that tier.
How do you handle multi-product onboarding?
Each product can have its own agent personality, knowledge base, and activation path. Tenant context (which product, which plan, which seat) flows in from your auth layer so I tailor the conversation to what they actually have.
Do you replace CSMs?
No. CSMs do the strategic accounts, the QBR, the exec sponsor. I take the long tail your CSMs can't get to — the trial signups, the SMB long-tail. They activate at the same rate as your top tier; CSMs get their week back for strategic work.
Activate every signup. Not just the named ones.
Drop me into your first-session flow. By Friday I'm onboarding trial users — and your CSMs are talking to the accounts they should be.
Setup — one afternoon
- Define your activation goals
- Point me at your docs + product
- Test on a sample signup
- Live for new trial users