SaaS & Tech

Automated Client Onboarding

First impressions define retention. Your AI agent walks new users through account setup, first actions, and tool integrations at their own pace — 24/7, in their language, without waiting for a CSM.

The Problem

Onboarding new SaaS customers is manual, inconsistent, and hard to scale. Customer success teams are stretched thin, users drop off before seeing value, and every missed step increases churn risk in the first 30 days.

How GuruSup Solves It

GuruSup deploys an AI onboarding agent that guides each new user step by step — from initial account setup to their first integration. It adapts to their pace, answers questions in real time, and ensures every critical activation milestone is completed. Your team only steps in for high-value accounts.

How It Works

1
Step 1

Welcome and account setup

The agent greets new users immediately after signup, guides them through profile completion, team invites, and initial preferences.

2
Step 2

First steps and quick wins

Walks the user through their first key action — creating a project, sending a test, or importing data — so they experience value within minutes.

3
Step 3

Integration and tool connection

Assists with connecting third-party tools like Slack, CRM, or analytics platforms, ensuring the product fits into the user's existing workflow.

Key Capabilities

Step-by-step guided flows

Structured onboarding sequences that adapt to user progress, ensuring no critical step is skipped.

Real-time Q&A during setup

Users can ask questions at any point during onboarding and get instant, contextual answers without leaving the flow.

Activation milestone tracking

Monitors which onboarding steps each user has completed and proactively nudges them toward the next milestone.

Numbers that speak for themselves

Real data from 800+ agents in production across 15 industries.

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0%

Autonomous resolution rate

0

Channels unified

0+

Agents in production

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Voice agent latency

Woman with laptop

Eliminate customer support
as you know it.

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