Embeds an intelligent chatbot in your application to provide contextual help, proactive assistance, and human escalation for new users.
This workflow is perfect for product and customer success teams who want to provide 24/7, contextual onboarding assistance to new users without overwhelming their support teams. The AI-powered chatbot serves as a first line of support, answering common questions and guiding users through key features as they explore the product.
The workflow leverages your existing product documentation, help guides, and FAQs to create a knowledge base for the chatbot. It then uses AI to interpret user questions, retrieve relevant information, and deliver personalized, step-by-step guidance. For users who appear stuck, the system proactively offers assistance based on behavior analysis.
By implementing this automated assistance, companies typically see reduced support tickets during onboarding, faster time-to-value for customers, and improved user confidence. When the AI cannot resolve an issue, it seamlessly escalates to human support, creating a smooth handoff that preserves the conversation context.
You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.
You want inspiration for real-world ways to help people as you're building your Ai product.
You're focused on the Onboarding stage in your daily job and want to find ways for Ai to help you do more with less.
Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?
Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.
And test it! Learn what works and what doesn't.
Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.
The user has asked: "{userQuestion}". Search our knowledge base and provide a helpful, step-by-step response that addresses their question. The response should be clear, concise, and include any relevant links to documentation or visual guides. If the question is ambiguous, suggest what they might be looking for or ask a clarifying question.
Craft an Ai automation or agent plan, just for your b2b. Simple. The first step in automating across your buyer and customer journeys: inspiration for what to build. Talk with an Ai agent via your phone to quickly create your custom Ai agent plan.