Use CasesUser Onboarding
Guide your clients.
Boost setup completion.
Assist clients during crucial early setup steps. Deliver help snippets contextually, automate guides using RAG AI agents, and increase activation rates.
Help new signups activate instantly.
Contextual Setup Hints
Trigger targeted help messages inside your app based on page paths, onboarding phases, or user tiers.
Interactive Checklist Workflows
Guide users through setup sequences. Track database progress variables, checking items off dynamically.
Self-Service Document Links
Inject relevant doc chunks contextually during setup, resolving onboarding questions without human help.
Automated Operator Handoff
Let RAG AI employees handle early onboarding guides, handing off to human support only when stuck.
Setup Checklist Simulator
0% DoneEmbed live chat script snippet
Choose RAG AI employee model
Invite customer support team
Streamline activation inside your app.
Design targeted checklists, configure automation rules, and sync help documents contextually. Create a trial account.