Customer Onboarding

Turn signup into a finished first workflow.

Agentic Trust sits inside your product and guides each new user through setup, integration, and the first action that proves value.

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First-session cockpit

Activate Northwind workspace

67% complete

Day 0

Day 1

First value

Workspace

Roles and teammates confirmed

Integration

CRM sync validated

First workflow

Approval workflow ready to launch

Copilot: I can launch the first approval workflow after your review.

Activation command center

The onboarding KPI is the drop-off between signup and first value.

Signup100%

128

New workspaces

Workspace80%

103

Roles and teammates set

Integration59%

CRM connected

First Workflow42%

Approval flow launched

Activated38%

Reached first value

Copilot focus this week: recover accounts stuck at integration validation before they miss first value.

Implementation work

The repetitive setup work moves into the product.

The copilot does not just point at documentation. It explains the step, checks prerequisites, runs safe actions, and pauses when an admin or implementation owner needs to approve.

OAuth connection

Ready for user

2 min

Field mapping

Copilot suggested defaults

6 fields

Webhook test

Waiting on endpoint

blocked

Permission check

Admin required

handoff

Template launch

Review queued

1 click

Activation visibility

Blocked accounts

Need admin or integration help

Failed integrations

CRM and billing connectors

First workflows launched

Activated this week

Implementation handoffs

Human needed

Team view

Onboarding teams see where activation breaks.

Instead of asking every customer what happened, teams see the blockers, questions, and incomplete actions that prevented first value.

Onboarding FAQ

Frequently asked questions

Common questions about guiding customers from setup to first value.

It can do both. Agentic Trust can explain setup choices, pre-fill safe defaults, validate integrations, and pause for approval when an admin or implementation owner needs to step in.

The path can be based on role, account state, plan, selected goal, and the activation milestone your team defines as first value.

Yes. The onboarding motion should surface setup drop-off, failed integrations, unanswered questions, and handoff notes by account.

The copilot stops before the blocked action, explains what permission is missing, and prepares a handoff for the right admin or implementation contact.

Bring one onboarding journey.

We will map the first session, identify the activation milestone, and show where the copilot should guide, act, and escalate.

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Onboarding demo

Activation path preview

Live demo

Workspace configured

Integration validated

First workflow launched