AI Agent Template

Turn signups into power users

An AI agent that guides new users through setup, answers 'how do I...' questions instantly, and proactively checks in — so more signups reach their aha moment.

How it works

1

Create your agent

Sign up and deploy this agent in under 60 seconds. No code, no setup.

2

It goes to work

Your agent starts working immediately — monitoring, acting, and reporting back.

3

You stay in control

Chat with your agent anytime. Adjust its behavior. Review what it's done.

What SaaS Onboarding does

Deploy once and let it handle the rest. Here's what this agent does for you:

Proactive check-ins with new signups
Step-by-step setup guidance
Instant answers from your product docs
Identifies users who are stuck or dropping off
Tracks onboarding completion rates

Why SaaS Onboarding?

Most SaaS products lose 75% of new signups within the first week. The #1 reason isn't that the product is bad — it's that users get confused during setup, hit a wall, and leave before they experience the value. Every user who churns before reaching their 'aha moment' is a failure of onboarding, not product.

The Iris AI SaaS Onboarding Agent proactively guides every new signup through your product's setup process. Instead of hoping users will read your documentation, the agent reaches out within minutes of signup with a friendly welcome and step-by-step guidance tailored to the user's stated goals. It answers 'how do I...' questions instantly using your product docs, troubleshoots common setup issues, and checks in at key milestones.

Critically, the agent identifies users who are stuck or dropping off — someone who signed up but hasn't completed setup, or completed setup but hasn't used a key feature. It reaches out with targeted help before they churn. You get a dashboard showing onboarding completion rates, common drop-off points, and which users need human intervention.

Frequently asked questions

How does the onboarding agent engage new users?
Within minutes of signup, the agent sends a welcome message and begins guiding the user through setup based on their stated goals. It proactively checks in at key milestones and reaches out if it detects the user is stuck.
Can it answer product-specific questions?
Yes. The agent is trained on your product documentation, help articles, and common support queries. It provides accurate, contextual answers instantly — reducing the need for users to search your help center.
How does it identify at-risk users?
The agent tracks onboarding progress — signup, setup completion, first key action, regular usage. Users who stall at any stage get proactive outreach with targeted help. You can configure what milestones matter for your product.
Does it work for all SaaS products?
Yes. The onboarding agent is configured with your specific product documentation, setup steps, and success milestones. It works for any SaaS product — developer tools, marketing platforms, CRMs, project management, and more.

Ready to get started?

Create your SaaS Onboarding in under a minute. No credit card required.