May 24, 2024

Making user onboarding a breeze on’s self-serve platform 


In accordance to a analyze by Userpilot, 74% of likely prospects will switch to other answers if the onboarding process is difficult. Usually this responsibility falls on merchandise entrepreneurs, who have to develop a problem-free onboarding process that provides a optimistic knowledge for customers one particular that keeps them invested and encourages them to hold coming again to the solution. 

However, this is no indicate feat and needs a well-assumed-out strategy. 

A fantastic onboarding system is a person where by end users have an understanding of your products, see its benefit and have access to assets (including docs, movie, and chat guidance), which in the end enhances direct conversions, increases consumer retention, and lowers churn. 

At, user onboarding is 1 of our main development levers, and our product and engineering groups have been tough at operate improving the method. In this weblog, I’ll share our pillars for successful onboarding and how we integrated them into the system.’s pillars for a effective onboarding process 

  • Permit customers to see your product’s value speedily

A consumer signals up on your system not to comprehend a feature but to solve a problem. Your onboarding method should make certain that buyers see how your system can resolve their troubles promptly this will aid them understand the benefit of your solution and give them the incentive to examine it a lot more. 

In’s case, our onboarding procedure is to make certain that a new user is capable to develop a bot in just the initial five minutes, which permits them to see how brief and basic the approach is.

  • Hold them engaged with proactive nudges 

Normally, users could be unsure where to start out they could get overcome with as well many alternatives. Use tooltips, movies, or walkthroughs to help them navigate the platform — this will stimulate them to expertise the worth they’ll get from your product or service thoroughly. Additional importantly, after they commence utilizing it, it’ll also give them a cause to log back again in and use your solution again.

  • Support them get responses speedily

Make certain that users have all the important information at their disposal, be it a awareness foundation, help documentation, or even your user community. Offer chat assist by means of an intelligent bot that answers their thoughts and can also hook up them to a assist agent as demanded. 

Image: Mia Assistance, our assistance chatbot on the platform, solutions user thoughts on the fly.

Unveiling’s new template-driven onboarding

Before end users experienced to create a bot from scratch, and this took numerous days. Now, with our template-driven onboarding, consumers can get started with a prebuilt bot as an alternative of a blank slate. 

Now, the time essential to produce a whole-fledged bot is less than 5 minutes.

With this new onboarding, we permit end users to choose their industry and use case, and we present a custom resolution primarily based on their specifications. Our onboarding showcases the item price speedily (The aha second!), can make the understanding curve substantially less difficult, and ensures a faster go-stay time. 

Here’s how allows a seamless onboarding expertise.

Collaborate with bots developed by your crew making use of workspaces

When you sign up for a 21-working day trial on the system, you can watch a workspace with all the bots previously created by your colleagues. However, you can also get started afresh by producing a new bot.

Build a new bot using templates personalized to your prerequisites

We have produced a circulation that assists you produce bots dependent on their choice of industry and use circumstance. Check out the most asked for use situations in the form of prebuilt templates, and pick the 1 most suited to their requirements. Pick out the template, preview the bot, exam the use circumstance and import the template.

Create conversational flows in an quick

Following you have imported the template and established your bot, you can make flows. With our drag-and-fall interface, it is much easier to establish and personalize conversational flows. No coding is required.

Explore far more via guided tours, walkthroughs and tutorials 

Acquire proactive strategies in the sort of tooltips and use walkthroughs to refine your conversational flow. Keep track of your development by way of a checklist that provides obtain to valuable files, movies, and extra. 
Entry education assets in our academy and doc library. You can also request support through our assist chatbot and group

Request for an up grade through Calendly in just the platform 

After the demo time period is above, if you involve an upgrade, simply just click on on the Upgrade button on the leading navigation bar. A Calendly hyperlink will open and you can plan a assembly with our product skilled, at your ease. 

Signal up for a no cost 21-working day trial here.


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