WorkConversion and onboarding
Onboarding and activation engine
Triggered journeys and an AI assistant that get new customers to their first win before doubt sets in.
- The problem
- New customers stalling before their first value moment, then flooding support with the same handful of questions.
- What we build
- Segmented first-week journeys across email, SMS and in-product, plus an AI assistant trained on the product and policies that answers, guides and escalates to a person when it should.
- How we measure it
- Activation rate, first-month retention, and support contacts per new customer.
- Tech stack
- Customer data platform, Braze or Iterable, LLM assistant with retrieval