Every new trial gets a hands-on onboarding
Activate is the AI agent inside your product. It knows who signed up, what they asked for on your website, and how your product works. Then it does the setup with them.
Everything is built for you up until go-live.
Signups aren't your problem. Empty trials are.
A buyer starts a trial to solve a problem and lands in a blank workspace. They don't want a tour. They don't want the docs. They want someone to set it up for them. You can't staff an onboarding specialist for every signup. Now you don't have to.
01 · Teach
Teach it by doing
Show the AI once. It onboards every user after that.
No docs to write, no flows to maintain. Record yourself doing a task, narrate the context and caveats only your team knows, and the AI takes it from there.
- Show and tell. Record the task, narrate the why. The AI captures both.
- Tribal knowledge included. The tips and watch-outs that never make it into help centers.
- Easy to keep current. Product changed? Re-record the task. Done.
Captured task
- 1Connect the CRM
- 2Map lead fields
- 3Set routing rules
- 4Invite the team
02 · Handoff
It meets the buyer at the door
The conversation from your website walks into your app.
Aimdoc qualified this buyer before they signed up. When they land in your product, the agent already knows their use case, their stack, and their goal. Onboarding starts with answers, not questions.
- No cold starts. The first session begins with full context from the website conversation.
- Identified by email. Website contact and app user are connected automatically through your SDK.
- Continuity buyers can feel. The agent they met on your site is the one helping them in-app.
Can it route new trial signups to the right rep in HubSpot?
Yes — and I can set it up with you. Start a trial and I'll bring this conversation in with me.
Welcome back, Sarah. Let's connect HubSpot first — I'll do the setup with you.
03 · Setup
It does the setup
Not a tour. Not a checklist. The actual work.
The agent navigates, clicks, and fills out fields to configure the account with the user. A 14-day trial becomes a productive first session.
- Operates your product. Real setup, completed while the user watches and stays in control.
- Troubleshoots the edges. If a third-party integration throws an error, the agent searches the docs and finds the fix.
- Knows when to hand off. It escalates to your team the moment a human should step in.
Starting setup…0/404 · Personalize
It knows the account
Onboarding like a human who read the file.
With verified identity, the agent unlocks your CRM context for that user and their company. Every touchpoint you've had with the account shapes how it onboards them. Nobody else does this.
- Verified identity. A signed user hash unlocks CRM context securely, per user and account.
- Full account context. Deals, history, and notes inform every answer and every step.
- Per-account personalization. Not segments. This user, this company, this use case.
Welcome back, Sarah. I’ve already switched this trial to SSO, and we can pick up where you left off with Alex. You can also skip the billing step — you’re covered under the Q3 proposal.
05 · Activate
Activated in one session
From signup to value before the tab closes.
By the end of onboarding the account is configured and the user has seen your product work on their problem. That's activation, and it's when trials convert.
- Production ready. A real account, configured during onboarding. Not a slideshow.
- Compressed time to value. The aha moment happens in the first sitting, not on day 13 of 14.
- Enterprise fits get routed. Bigger deals go to your sales team with the whole journey attached.
Sarah Chen
Coastline Analytics — trial, day 1
First session
- 00:00Signed up — context from website chat
- 00:41HubSpot connected
- 03:12Lead fields mapped
- 06:48Routing rules configured
- 09:053 teammates invited
- 11:32First lead routed