Every new trial and sandbox arrives configured
Application is the AI agent inside your product. It knows who signed up and what they asked for, configures the account through your application endpoints and its native in-app tools, and shows the user the work it completed.
Signups aren't your problem. Empty trials and sandboxes 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 · Provision
Configured before first login
The trial is provisioned from the conversation, not from a blank template.
Aimdoc works through your application endpoints to create and configure the account from everything learned before signup: plan, settings, integrations, even sample data. It happens in real time or entirely behind the scenes, and the login arrives ready to use.
- Provisioned through your endpoints. The agent creates and configures the account the same way your own engineers would.
- Real time or behind the scenes. Configure while the buyer is still in conversation, or before they ever sign in.
- Safely scoped. Authenticated per user with their permissions, logged end to end.
03 · 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.
04 · 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, using its native in-browser actions and showing the work as it goes. 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…0/405 · 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. Verified sign-in 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.
06 · 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
07 · Retain
Customers ask. The agent does it.
After activation, every customer keeps an agent that can do anything in your product.
Configure settings, run reports, complete tasks, resolve issues. The agent works through your endpoints and its native browser actions, shows the user what it did, and brings in your team when judgment is required.
- Ask in plain language. Users describe what they need. The agent does it in the product.
- Done, not explained. Work completed through your endpoints and native browser actions, with the result shown in the app.
- Escalates with judgment. Your team steps in for the moments that need a human, with full context attached.
Can you export last month's qualified leads to HubSpot?
On it — running the export now.
- Pulling qualified leads
- Mapping fields to HubSpot contacts
- Syncing records
- Sending you the summary
Done in 40 seconds — no ticket, no queue.