Product · AI Onboarding Agent

Every new user, walked to the aha moment

The Onboarding Agent lives inside your product. It greets each new sign-up, talks them through your app out loud and drives the screen in their own session, until they reach the moment it clicks. More of your free users become paying ones.

Start 7-day free trial →Get onboarded by Alex

1Script tag to install

~5 minGuided session

25+Languages

Live in Flowdesk · Sam’s first login

It doesn’t send a checklist. It shows them.

Pause

app.flowdesk.com/dashboard

Dashboard

Search…

5Open tasks

2Overdue

18Done this week

1.8dAvg. cycle time

Completion this week

MonTueWedThuFriSatSun

Recent activity

Customer health review — AcmeMaya Chen · Today, 10:24

Draft renewals playbookLeo Martins · Yesterday, 17:02

Weekly ops sync notesSofia Reyes · Yesterday, 09:41

Invoice batch #204 sentDan Wright · Mon, 15:18

ListBoardHistoryNew Task

TaskAssigneePriorityDueStatus

Prepare Q3 kickoff deckMaya ChenHighTomorrowIn progress

Review supplier contractsLeo MartinsMediumFriTo do

Update onboarding checklistSofia ReyesLowNext weekTo do

Fix billing report exportDan WrightHighTodayIn progress

Customer health review — AcmeMaya ChenMediumWedDone

Create New Task

Add a task for your team

Task name

e.g. Prepare weekly report

Assignee

Maya Chen

Priority

Medium

CancelCreate Task

Meet Alex, your live guide

Alex will talk you through the app out loud and drive the screen for you, clicking through the essentials while you follow along. About five minutes.

Your onboarding~5 min

Create your first taskUP NEXT

Invite your team

Build your first report

Maybe later

Alex · LiveStart onboarding

VoiceLive clicks

Invite your teamAdd teammates so tasks get assigned and tracked.

Open Link

Alex

Alex · voice

New sign-up detected. Sam just logged in for the first time.

WelcomeDrives the appHands overAha moment

How it works

Live in your product in an afternoon

Install one snippet, click through your app once, and Alex walks every new user to value.

Key features

What your best CS rep does on a screen-share, for every sign-up

It runs inside the user’s own session, knows your docs, hands over the steps it shouldn’t take and reports on every session.

01 · Inside your product

A pill that lives in your app, one click from a live guide

It sits at the bottom of every screen. One click and Alex is on a voice call with the user, driving their session and dropping next steps, like a setup call, right above the pill.

No new tab, no downloadSame page
Voice in, voice out, hang up any timeSession
Links, booking and next stepsLink cards

02 · Interrupt it anytime

Answers the question, then picks the tour back up

Users can cut in with whatever is on their mind. Alex answers from your help center and docs, shows them where it lives and goes back to the step they were on.

Help center, docs and pricingKnowledge
Resumes at the same stepTour memory
25+ languages, switches mid-sentenceLanguage

03 · Guardrails

It hands the mouse back when it should

Alex never types passwords, emails or card numbers, and never pays, deletes or cancels on a user’s behalf. Those steps go to the user, with the field highlighted and Alex waiting.

Never types sensitive dataFields
Never deletes, pays or cancelsActions
Waits as long as the user needsHand-over

After onboarding

Know what works, for every user and across all of them

Every session is tested, analysed and rolled up into insights, so you know exactly what moves new users to paid.

Experiment · Onboarding AgentLast 30 days80 / 20 split

Control · 20%No agent

Variant · 80%Alex onboarding

Reached aha moment38%71%+33 pts

Free → paid4.1%9.8%×2.4

Time to first value3d 4h2h 51m−96%

ControlWith AlexFree → paid, cumulative

Significant · 97% confidence2,418 sign-ups · example data

Sam Ortiz · KitesailOct 21 · 4m 52s · English

Activated

Steps

WelcomeAlex

Open TasksAlex

Create first taskSam

Asked: Asana importQuestion

Invite your teamSam · 40 s hesitation

Build first reportSkipped

AI summary

Sam reached the aha moment in 2m 40s by creating a first task. He asked whether tasks can be imported from Asana and hesitated before inviting teammates. High upgrade intent: asked about SSO.

Transcript · 02:58

Sam Can I import my tasks from Asana?

Alex Yes. Settings → Import connects to Asana in one click.

Upgrade intent: highWants: Asana importRecording

Insights · all onboarding sessions1,936 sessions

Questions product teams ask us

Want to feel it first? Let Alex onboard you in a demo app.

Get onboarded by Alex

Does it really click inside my app?

Yes. The script drives your real page in the user’s own session. It moves a cursor, highlights the element and clicks it. Nothing is a video or a screenshot.

What if the user wants to do a step themselves?

Mark any step as “user does it”. Alex explains it, highlights the target and waits, as long as it takes, before moving on.

Will it ever type my users’ data?

No. Alex never types into password, email, phone or payment fields, and never pays, deletes or cancels anything. Those steps are always handed to the user.

How long does setup take?

Paste the snippet, click through your app once with the recorder and add the narration. Most teams publish their first tour in under an hour.

Who sees the onboarding?

Only users who signed up after the cutoff you set, and only once. You can also show it to a share of new users and keep the rest as a control group.

Does it work on mobile?

The guided cursor tour runs on desktop browsers. On mobile web, the agent can still answer questions by voice.

Turn more free users into paying customers

Put a live guide inside your product this week. 7-day free trial, from €149/month.