OnBoard AIManager
AI Customer Onboarding for CS Teams
Personalized checklists, smart nudges, risk scoring, and customer portals — all powered by AI. Turn every signup into a success story.
67% complete
Everything you need to onboard customers at scale
AI Checklist Builder
Upload your product docs and let AI generate personalized onboarding checklists for every customer type.
Smart Nudge Engine
Automated email, SMS, and Slack nudges triggered when customers miss key milestones.
Risk Scoring & Alerts
Nightly risk scoring identifies at-risk customers before they churn. Get alerts via email and SMS.
Customer Portal
Customers view their progress via magic link — no login required. CSAT surveys and approval sign-offs built in.
CRM & Tool Integrations
Sync with HubSpot, Salesforce, Jira, Intercom, and Zendesk. Push health data where your team works.
ROI Reports
AI-generated PDF reports delivered weekly. Show stakeholders the value of your onboarding program.
How it works
Upload your docs
Feed your help docs, Loom videos, or Google Docs into the knowledge base.
AI builds checklists
AI generates personalized onboarding steps for each customer type.
Track & intervene
Monitor progress, get risk alerts, and let nudges keep customers moving.
Per-Seat Pricing That Scales With Your Team
Customer limits are per account. Seats are per team member.
OnBoard AIManager
- ✓3 customers
- ✓1 team member
- ✓AI checklists
- ✓Email nudges
- ✓Risk scoring
OnBoard AIManager
- ✓15 customers
- ✓Per-seat pricing
- ✓All nudge channels
- ✓Customer portal
- ✓CSAT surveys
- ✓Email support
OnBoard AIManager
- ✓50 customers
- ✓Per-seat pricing
- ✓CRM integrations
- ✓Jira sync
- ✓ROI reports
- ✓Priority support