Docs are scattered
New users bounce between help articles, videos, and support chat instead of following one clear setup path.
Built from your existing SaaS onboarding docs
Turn confused new users into activated customers.
I turn your existing SaaS onboarding docs into an AI assistant that guides new customers through setup, answers repetitive questions, and escalates stuck users to your team — in 7 days.
✓ 7-day pilot
✓ Docs-to-assistant setup
✓ Slack/email escalation
MetricFlow onboarding assistant
My Stripe dashboard is empty.
Let’s check the three most common causes:
1. Is the Stripe sync marked complete?
2. Did you connect test mode or live mode?
3. Is the date range wide enough?
1. Is the Stripe sync marked complete?
2. Did you connect test mode or live mode?
3. Is the date range wide enough?
It has been stuck for 45 minutes.
Escalation summary
User goal: Create first revenue dashboard
Step: Connect Stripe / sync data
Problem: Sync stuck for 45 minutes
Next action: Support should inspect Stripe sync status
User goal: Create first revenue dashboard
Step: Connect Stripe / sync data
Problem: Sync stuck for 45 minutes
Next action: Support should inspect Stripe sync status
✓Workspace created
✓Data source Stripe selected
!Blocker escalated to support
The problem
Your users should not need a support ticket to complete basic setup.
Most onboarding breaks before customers see value. The fix is not more docs — it is a guided path that adapts to what the user is trying to do.
Support repeats itself
Your team answers the same setup, integration, CSV, and dashboard questions every week.
Activation is delayed
Trial users fail to connect the first integration, import data, or create the first project before momentum fades.
How it works
A small, practical pilot. Not a giant AI platform.
We start with one high-friction onboarding flow and turn your existing material into a guided assistant.
1
Audit one onboarding flow
We review your docs, FAQs, common support questions, and ideal activation event.
2
Build the assistant
The assistant answers from approved docs, guides the setup checklist, and avoids guessing.
3
Add escalation
When a user is truly blocked, support receives a concise summary with context and next action.
4
Report what users ask
You get a weekly view of repeated questions, blocker patterns, and docs to improve.
The package
7-Day AI Onboarding Assistant
Designed for SaaS teams with setup-heavy onboarding: integrations, imports, dashboards, API setup, or first-project creation.
Pilot pricing
$750 setup
Standard: $1,500 setup
$300/mo
Standard: $500/mo
Only 3 pilot spots — 1 taken
- ✓ One onboarding flow
- ✓ AI assistant from your docs
- ✓ Setup checklist
- ✓ Slack/email escalation
- ✓ Basic blocker tracking
- ✓ Weekly improvement report
Best first use cases
- Connect first integration
- Import first CSV or dataset
- Create first dashboard or campaign
- Set up API keys or SDK
- Invite team members and assign roles
Free audit
Want to see where your onboarding can be automated?
Send one onboarding flow. I’ll identify 3 friction points, 3 AI automation opportunities, and a sample assistant flow.
7-day delivery guarantee
If I can't deliver a working onboarding assistant from your docs within 7 days, you don't pay the final 50% of the setup fee. No questions asked.
FAQ
Common questions
Is this a chatbot?
It uses chat, but the product is not “a chatbot.” The product is completed onboarding: checklist guidance, support deflection, escalation, and blocker reporting.
Do we need perfect docs?
No. Existing docs, FAQs, and repeated support questions are enough for a pilot. Missing docs become part of the improvement report.
What if the assistant does not know an answer?
It should say the answer is not in the approved docs and escalate instead of guessing.
Can this connect to Intercom, Zendesk, or HubSpot?
Yes later. The first pilot starts lightweight with docs, checklist, and Slack/email escalation so value can be proven quickly.