Setup, done with your new users.
Floe’s onboarding agent greets a new user inside your product, asks what they’re trying to get done, and then does the setup with them: it opens the screens, fills in the forms and changes the settings, explaining each step as it goes.
- FloeWelcome! What would you like to set up first?
- UserWeekly reports for my team.
- On screenOpens Reports, then New report
- FloeLet's build it here. Which day should it go out?
- UserMondays, to the whole team.
- On screenSets the schedule to Monday and adds the team as recipients
- FloeIt goes to the whole team every Monday. Shall I create it?
Last updated
What does the onboarding agent do?
Invites, doesn't interrupt.
A new account sees a short welcome on the launcher. Nothing starts until the user opens it.
Asks what they want to get done.
It starts with the user's goal, not your checklist, and sets up what that goal needs.
Does the setup with them.
It creates the first projects and records, invites teammates, fills in profile details and configures settings, in your own interface.
Explains as it goes.
Each step is narrated, so the user learns the product while it's being set up, and can ask a question at any point.
Leaves the choices to the user.
When a step forks, such as "email, Slack or both?", it asks and follows the user's answer. Values only they know, like a project name, it asks for.
What else comes with it?
Voice first, text too.
Users talk to it, or switch to text when they'd rather type.
Works in your existing UI.
No widgets to build or steps to script. It works in the interface your users already see.
Nothing hidden.
A pointer shows where it clicks and types, and the user can keep using the page.
Reviewable sessions.
Your team can review each run: the conversation and the actions the agent took.
Support from the same install.
Choose per user whether the agent invites them or waits to be asked, from the same install.
One flow, every user.
One flow serves every user, asking each of them for the values only they know.
How do you set it up?
Add it to your product.
Add the snippet to your app. It needs no flags to run as the onboarding agent.
Let Floe learn your setup.
Floe reads your docs and help content and prepares the setup flows from them. Tell us the first win a new account needs, and we'll make sure it's covered.
Turn it on for new accounts.
New accounts get the welcome; everyone else gets an agent that waits to be asked.
Questions. Ask Floe.
Is this a product tour?
Does it need API access to our product?
Where do the setup flows come from?
What happens when our product changes?
Does it keep helping after onboarding?
Which languages does it speak?
The other agents.
Website agent
Answers your website visitors by voice or text, from your own content, and hands off to a live demo when they ask to see it.
See what it does →Demo agent
Runs a live, voice-led demo on your real product for every prospect who asks, and briefs your team afterwards.
See what it does →Support agent
Answers your users' how-to questions inside your app, and carries out the supported ones for them.
See what it does →Get your next signup set up on day one.
Tell us what a new account has to do to see value, and we'll show you Floe doing it.