Combines an interactive product tour with an intelligent chatbot to provide guided onboarding, 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 workflow begins with an interactive product tour that introduces key features, followed by an AI-powered chatbot that serves as a first line of support, answering common questions and guiding users through their journey.
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.
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Use this example as a starting point, not a fixed recipe.
Copy the flow above as a prompt, markdown, skill, or mermaid diagrom. Adjust the steps, tools, agent and human involvement to fit your real workflow. Then test where users actually get value or drop off.
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.