SaaS Onboarding Guide

Walk new users through setup, surface relevant features, and answer onboarding questions.

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Recommended actions

Connect on a paid plan

  • Suggested Messages Helps new users discover key onboarding flows
  • Navigate to Page Send users directly to the right setup screen

Train it on these sources

Useful answers from day one

  • Getting started guide /docs/getting-started
  • Feature documentation /docs
  • Integrations /integrations

What's pre-filled

Set up so you can launch fast

  • System prompt Tuned for this use case.
  • Welcome message Personalised with your business name.
  • 3 smart messages Ready for visitors to tap.
  • Recommended AI settings Temperature, top K and other defaults are set.

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