Aimdoc

The first user onboarding software that does the onboarding

Product tours show. Checklists nag. Aimdoc's AI agent sets up your product for every new trial, personalized to the account behind it.

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Everything is built for you up until go-live.

Three generations of onboarding software

Each generation got closer to the user. Only the newest one actually does the work.

Gen 1

Tours & checklists

Appcues, Userpilot

Tooltip sequences and to-do lists layered on your UI. Easy to build, easy to dismiss, and the user still performs every step.

Compare with Appcues

Gen 2

Analytics-driven guides

Pendo, Amplitude Guides

Funnels show where users drop off; targeted guides try to patch the leak. Insight improved, but the fix is still weeks of flow-building away.

Compare with Pendo

Gen 3

AI agents that operate the product

Aimdoc

An agent that knows who the user is, what they asked for, and how your product works, then completes the setup with them in their first session.

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What “does the onboarding” actually means

Not a walkthrough. An agent working inside your product, account by account.

Operates your product

The AI navigates, clicks, and fills out fields to complete setup with the user, turning a 14-day trial into a productive first session.

Learns from your team

Record yourself performing an onboarding task and narrate the context. The AI learns it and runs it for every new trial after that.

Knows the account

With verified identity, the agent unlocks your CRM context for that user and company, then onboards them like a human who read the file.

Troubleshoots the edges

HubSpot connection failing during setup? The agent searches the third-party docs, finds the fix, and keeps the user moving.

How to evaluate user onboarding software

Six questions that separate tools that describe onboarding from tools that deliver it.

  • Who does the work?

    If the user still performs every step, you've bought a narrator, not an onboarder.

  • Does it know the buyer?

    Segments aren't context. Real personalization uses what the buyer asked pre-signup and what your CRM knows about the account.

  • What happens when something breaks?

    Trials die on integration errors. A help-doc link isn't a recovery plan.

  • Does it start before login?

    The journey begins on your website. Onboarding that starts at login has already lost the plot.

  • Who maintains it?

    Flows break with every UI change. Ask what the upkeep costs in your team's hours.

  • Does it move activation?

    Tour completion rate is a vanity metric. Measure activated accounts and trial-to-paid conversion.

Frequently asked questions

Is Aimdoc right for you?

This is for you if:

  • You're a B2B SaaS team selling with a free trial, a demo motion, or both
  • Your product needs real setup before a user sees value, and trials keep going dead
  • You can't give every signup an onboarding specialist, and you can't afford to rebuild the product around PLG
  • You've tried tours, checklists, and guides, and activation still didn't move

This is not for you if:

  • You just need lightweight tooltips, banners, and release announcements
  • You're onboarding a consumer or mobile-first app
  • You want a DIY no-code flow builder your team maintains by hand
  • You're not ready to let an AI take actions inside your product

Tour builders are great at showing. Aimdoc is the hands-on onboarding every trial never got.

Every trial deserves a hands-on onboarding

Aimdoc qualifies buyers on your website, then sets up your product for them in-app, so signups become activated accounts, not dead trials.

Everything is built for you up until go-live.