Reduce Onboarding Drop-offs by 5X
with Event-Driven AI Agents

Track every step of your onboarding journeys and trigger AI agents the moment a user is stuck, a validation fails, or a critical event occurs—over chat or voice—for lending, insurance, SaaS, and more.

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Features
Benefits
📋

Onboarding Journey Tracking

Instrument each step of your lending, insurance, or SaaS onboarding flows in minutes.

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Fewer Form Drop-offs

Trigger AI agents whenever a user hesitates, abandons, or fails validation to pull them back.

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Event-Driven Engagement Hooks

Use business events and validation outcomes to fire contextual nudges, hints, and reminders.

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Higher Qualified Completions

Guide users to complete only the journeys they are truly eligible for with dynamic branching.

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Chat & Voice AI Agents

Let users switch between chat and voice while staying in the same guided onboarding session.

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Conversion Lift Across Products

See measurable reduction in onboarding friction across credit cards, loans, insurance and B2B SaaS.

🎯 Personalized Hook "Hi Sarah! Based on your age and location, here's your personalized rate: 2.8%" 🤖 AI Assistant "Let me explain term life vs whole life insurance differences for you..." 📚 Knowledge increased! 🔥 High Intent User Intent Score: 94% Time on page: 8 min ✓ Shared with Sales Team 45% Less Drop-off User Educated Sales Alert!

Turnkey Implementation

Get started quickly with our low code launch process - from concept to live AI agent in minutes

1

Create AI Agent Persona

Create persona to your AI Agent
• Name and gender of the agent
• Your business specific instructions
• User details to be collected
• Custom Purchase Intent Analysis

2

Sync with Knowledge Base

Content: Drop or connect your org wide knowledge into AI Agent or just share public URLs
APIs: API details or endpoints for agent to extract relevant information

3

Go-Live in Minutes

Choose desired channels, map relevant AI Agent and Go-Live directly from console

Let AI Agents do their magic

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Why Choose Us for Onboarding

Purpose-Built AI Onboarding Agents

Reduce onboarding friction, improve approval-ready applications, and give users instant clarity at every step—with AI agents that understand your journeys, policies, and products.

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Onboarding Journey Intelligence

Instrument your onboarding flows end-to-end and pinpoint friction—field by field, step by step.

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Event-Driven AI Hooks

Trigger AI agents on validation failures, inactivity, drop-offs, or product-specific business events.

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Chat & Voice Native

Let users ask questions and get guided help via chat or voice without leaving the onboarding experience.

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Designed for Lending, Insurance & SaaS

Policy-aware, API-connected agents built for complex, regulated products—not generic support bots.