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AI onboarding assistant

An AI onboarding assistant answers new users’ questions inside your application and guides them through their first few days.

Background

New users need the most help in their first few days. If they cannot find a feature, they give up or call support. For SaaS providers, onboarding often decides whether a trial turns into a contract.

What the assistant can do

  • Answer questions from your documentation

  • Show hints that match the current screen

  • Guide users step by step through set-up and first tasks

  • Hand over to support, with everything collected so far

Technology

The assistant uses retrieval-augmented generation (RAG) over your manual, FAQ and help texts. It answers only from these approved sources, not from the model’s general knowledge. Permissions and data access follow the logged-in user’s role.

Transparency and data storage

The assistant is labelled as AI, as the EU AI Act requires, and processes personal data only as far as it needs to. Models run with providers that process data in the EU, or on your own infrastructure.

Measuring impact

We track how quickly new users adopt core features and how many support requests arise during onboarding. Unanswered questions reveal gaps in documentation or interface.

New features are covered as soon as the documentation is updated.

Project enquiry

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