How Floe Automates User Activation
How Floe Automates User Activation
The 4-step engine that turns "Signups" into "Power Users" without manual intervention.
We Know Who They Are
Floe scans the user instantly. We see their job title, their company size, Industry, the tech stack they use and know know who they are before they say a word.
We Ask What They Want
We replace generic tours with a dynamic interview. Floe asks strategic questions to define the key goals of the user, setting the north star metrics and creating a Success Plan for every user.
We Do The Work For Them
This is the "Action Layer." Based on the MSP, Floe executes POST requests to your API. We create projects, invite team members, and configure settings automatically—saving the user hours of clicking.
We Keep Them Moving
Activation is just the start. Floe remains as a 24/7 copilot, monitoring user behavior. If usage drops, it proactively offers "Playbooks" to re-engage the user based on their original success plan.
Architecture
Enterprise Grade
Enterprise Grade
Security First
SOC2 Compliant Architecture (Roadmap). We use granular OAuth scopes. We never store customer PII longer than necessary.
Latency Optimized
Built on the edge. Floe adds <50ms to your load time. We execute actions asynchronously so your UI never freezes.
Alternate Playbooks
If an API endpoint is unavailable, Floe provides a "Guided Walk-through," ensuring the user is never stuck
Security First
SOC2 Compliant Architecture (Roadmap). We use granular OAuth scopes. We never store customer PII longer than necessary.
Latency Optimized
Built on the edge. Floe adds <50ms to your load time. We execute actions asynchronously so your UI never freezes.
Alternate Playbooks
If an API endpoint is unavailable, Floe provides a "Guided Walk-through," ensuring the user is never stuck
Security First
SOC2 Compliant Architecture (Roadmap). We use granular OAuth scopes. We never store customer PII longer than necessary.
Latency Optimized
Built on the edge. Floe adds <50ms to your load time. We execute actions asynchronously so your UI never freezes.
Alternate Playbooks
If an API endpoint is unavailable, Floe provides a "Guided Walk-through," ensuring the user is never stuck
Make Onboarding Invisible
You have the APIs. We have the Engine. Let's connect them and automate your onboardings and activations in 30 days.
FAQs
FAQs
FAQs
We’ve Got the Answers You’re Looking For
Quick answers for teams exploring conversational onboarding and activation.
How does Floe authenticate with our API?
Floe uses industry-standard OAuth 2.0 with granular scopes. We operate on a Least Privilege model, requesting only the specific "Write" permissions needed to execute the Mutual Success Plan (e.g., job:create or user:invite).
Does Floe store customer PII (Personally Identifiable Information)?
No. Floe processes data in transit to execute actions but minimizes persistent storage. We log interaction events for analytics, but sensitive customer data remains in your database. Our architecture is designed for SOC2 and GDPR compliance.
What happens if an API endpoint fails during an automated setup?
Floe features a Graceful Degradation engine. If an API call fails (e.g., 500 error), the agent instantly switches to a "Guided Playbook" mode, providing the user with precise manual instructions so the onboarding journey never stalls.
Can Floe handle multi-step, complex workflows?
Yes. Floe is built for complexity. Our engine can chain multiple API calls together (e.g., Create Project -> Add Template -> Invite User -> Send Email). We verify the success of each step before proceeding to the next, ensuring data integrity.
How does Floe handle different User Personas?
Floe reseachers every user profile at signup to determine their role. An "Admin" sees a setup-focused MSP, while an "Invited Member" sees a "Get Started" workflow. The experience is dynamically generated, not static.
Can we manually override Floe's actions?
Yes. You have full control. You can view all agent logs in your dashboard and configure "Human-in-the-Loop" requirements for sensitive actions (e.g., requiring user confirmation before deleting an object).
How does Floe authenticate with our API?
Floe uses industry-standard OAuth 2.0 with granular scopes. We operate on a Least Privilege model, requesting only the specific "Write" permissions needed to execute the Mutual Success Plan (e.g., job:create or user:invite).
Does Floe store customer PII (Personally Identifiable Information)?
No. Floe processes data in transit to execute actions but minimizes persistent storage. We log interaction events for analytics, but sensitive customer data remains in your database. Our architecture is designed for SOC2 and GDPR compliance.
What happens if an API endpoint fails during an automated setup?
Floe features a Graceful Degradation engine. If an API call fails (e.g., 500 error), the agent instantly switches to a "Guided Playbook" mode, providing the user with precise manual instructions so the onboarding journey never stalls.
Can Floe handle multi-step, complex workflows?
Yes. Floe is built for complexity. Our engine can chain multiple API calls together (e.g., Create Project -> Add Template -> Invite User -> Send Email). We verify the success of each step before proceeding to the next, ensuring data integrity.
How does Floe handle different User Personas?
Floe reseachers every user profile at signup to determine their role. An "Admin" sees a setup-focused MSP, while an "Invited Member" sees a "Get Started" workflow. The experience is dynamically generated, not static.
Can we manually override Floe's actions?
Yes. You have full control. You can view all agent logs in your dashboard and configure "Human-in-the-Loop" requirements for sensitive actions (e.g., requiring user confirmation before deleting an object).
How does Floe authenticate with our API?
Floe uses industry-standard OAuth 2.0 with granular scopes. We operate on a Least Privilege model, requesting only the specific "Write" permissions needed to execute the Mutual Success Plan (e.g., job:create or user:invite).
Does Floe store customer PII (Personally Identifiable Information)?
No. Floe processes data in transit to execute actions but minimizes persistent storage. We log interaction events for analytics, but sensitive customer data remains in your database. Our architecture is designed for SOC2 and GDPR compliance.
What happens if an API endpoint fails during an automated setup?
Floe features a Graceful Degradation engine. If an API call fails (e.g., 500 error), the agent instantly switches to a "Guided Playbook" mode, providing the user with precise manual instructions so the onboarding journey never stalls.
Can Floe handle multi-step, complex workflows?
Yes. Floe is built for complexity. Our engine can chain multiple API calls together (e.g., Create Project -> Add Template -> Invite User -> Send Email). We verify the success of each step before proceeding to the next, ensuring data integrity.
How does Floe handle different User Personas?
Floe reseachers every user profile at signup to determine their role. An "Admin" sees a setup-focused MSP, while an "Invited Member" sees a "Get Started" workflow. The experience is dynamically generated, not static.
Can we manually override Floe's actions?
Yes. You have full control. You can view all agent logs in your dashboard and configure "Human-in-the-Loop" requirements for sensitive actions (e.g., requiring user confirmation before deleting an object).