Onboard users without a CS team.
You cannot hop on a call with every signup, and you should not have to. Let people help themselves with a guided tour, an auto-completing checklist, and an always-on resource launcher, so onboarding scales without headcount.
Hand-holding does not scale.
A high-touch onboarding call converts, but it does not scale, and it is the reason the incumbents are expensive and sales-led. For a self-serve product, every user has to be able to get to value on their own, guided by the product itself, not a human.
Let the product do the onboarding.
A tour instead of a kickoff call.
Walk every new user through setup the same way a CSM would, one step at a time, with a spotlight that follows the action, no scheduling, no headcount.
- Guided, step-by-step walkthrough
- Branch by role or plan
- Back, skip, and progress built in
A checklist that carries them to done.
Give people a clear getting-started list whose items tick off as they act, so they always know the next step without asking anyone.
- Auto-completing steps
- A visible path to first value
- Remembers progress per user
A resource center that is always one click away.
An always-on launcher folds the checklist, relaunchable tours, and help links into one quiet button, so users answer their own questions in-app.
- Checklist, tours, and links in one
- Relaunch any flow on demand
- Your resource center, no second tool
Onboarding that builds itself, so you scale without a CSM.
Describe the goal and OnbiAI drafts the whole flow - tour, checklist, or resource center - with the steps and copy written for you. You review and publish, so self-serve onboarding ships without a services team.
- Draft a flow, checklist or help hub from a goal
- AI writes the copy; you review and publish
- Ask it anything about your setup - free, from your docs
Build a self-serve resource center for new users
I can draft a resource center with help links and your top flows to relaunch. Create it with AI and you'll land in the editor to add the real URLs and review.
Scale onboarding without scaling headcount.
Free forever to start. Build the whole self-serve path in minutes, no sales call.
Every plan includes OnbiAI - draft flows, targeting and audiences with AI