Workflow
AI Customer Onboarding Flow
Walk every new user through activation with an AI guide.
Problem
Generic onboarding emails ignore the user's actual goal and produce poor activation rates.
Solution
An AI-driven onboarding asks the user's intent, then routes them through a personalized activation path with a RAG-powered help layer.
Steps
- 01On signup, ask 2 questions: primary goal, current tool.
- 02Use intent to select an onboarding track (templates, tour, integration).
- 03Trigger an in-product checklist personalized to the track.
- 04Expose a RAG help bot trained on docs for friction moments.
- 05Score activation milestones; escalate stuck users to CS.
Tools Used
Prompts Used
Variations
- Add proactive nudges based on stalled milestones.
- Localize onboarding paths per region.
Related Dictionary
↳ connected nodes
Dictionary↳ linked
RAG (Retrieval-Augmented Generation)
Inject external knowledge into an LLM at query time.
Dictionary↳ linked
Vector Database
A database optimized for similarity search over embeddings.
Dictionary↳ linked
Workflow Trigger
The event that starts an automated workflow.
Tool Stack↳ linked
RAG Starter Stack
Minimum viable stack to ship a production RAG chatbot.
Tool Stack↳ linked
No-Code Automation Stack
The default toolset for an operator running business workflows without engineers.
Prompt↳ linked
Grounded Answer Prompt
Force the model to answer only from provided sources, with citations.
Comparison↳ linked
RAG vs Fine-Tuning
When to retrieve, when to retrain.
Use Case↳ linked
E-commerce Brand Automates 70% of Support Tickets
A DTC brand deployed a RAG support agent over policies, FAQs, and order data.