PROJECT OVERVIEW

Agentic Onboarding introduces an intelligent, guided experience between trial sign-up and the Active Intelligence homepage. Instead of directing users to a generic dashboard, this flow leverages onboarding data and real-time business insights to deliver a personalized, goal-driven starting point.

THE CHALLENGE

While users provide valuable context during sign-up (channels, sophistication level, migration status), that information is not currently reflected in their first product experience. As a result, new customers must do the heavy lifting to discover value on their own—missing the opportunity to replicate the tailored “business understanding” conversation typically led by sales.