Onboarding Agent

The onboarding agent lives inside your product. It's a voice AI overlay that interviews new users, understands what they're trying to accomplish, and does the setup for them. Users achieve zero-touch onboarding and enter a workspace that's already configured for their goals, not an empty dashboard.

How it works

  1. New user signs up and lands on your product
  2. The Floe overlay appears with a voice greeting
  3. The agent asks what they're trying to accomplish
  4. Based on their answers, the agent navigates your product, clicks, fills forms, and configures settings
  5. The user ends up in a workspace tailored to their stated goals

No tooltips. No product tours. No "click here, then click there." The agent does the work.

Integration

Paste one script tag into your product. That's the integration.

<script src="https://sdk.floe.so/floe.js" data-site-id="YOUR_SITE_ID"></script>

No API mapping. No OAuth flows. No engineering sprint. The agent uses the same browser interface your users see.

Voice-first experience

Users talk to the agent naturally. "I need to set up weekly reports for my team." The agent understands the intent, navigates to the right screen, creates the report, configures the schedule, and adds the team members.

If the user has questions along the way, they ask. The agent answers in context while continuing the setup.

Knowledge from demos

If a prospect went through a demo before signing up, the onboarding agent already knows what they cared about. What features excited them. What questions they asked. What use case they described.

This context carries over. The onboarding agent doesn't start from scratch. It picks up where the demo left off.

What the agent can do

  • Create projects, workspaces, or initial records
  • Invite team members
  • Configure settings and preferences
  • Fill out profile and organization information
  • Set up integrations (by navigating to the integration page and walking through it)
  • Import data (by guiding the user through the import flow)

The agent works within your existing UI. It doesn't need API access to be useful. It uses the same buttons and forms your users would.

Measuring impact

Track onboarding performance in the dashboard:

  • Time to value: How long from signup to the user's first meaningful action
  • Setup completion rate: What percentage of setup steps were completed
  • User drop-off points: Where users disengage during onboarding
  • Agent-assisted vs self-serve: How many users engaged with the agent vs navigated alone

FAQ

Does the agent work on mobile? The overlay is optimized for desktop browsers. Mobile support is on the roadmap.

Can I control when the agent appears? Yes. The SDK supports triggers: on first login, on specific pages, or programmatically via your code.

What if the user doesn't want to talk? The agent also supports text chat. Voice is the default but users can type instead.

Does the agent access user data? The agent sees what's on screen, the same as the user. It does not access your database or APIs directly unless you enable API execution in site settings.