Every new customer
successfully launched
automatically
The first month decides whether a customer stays or churns. Great onboarding is the best churn protection and at the same time your biggest workload. AI agents on your website fully automate onboarding without feeling impersonal.
Without AI onboarding
With AI onboarding assistant
The optimal AI onboarding in 5 stages
A proven onboarding sequence you build once with Leadmatix and then run fully automated via website chat for every new customer.
Welcome message
Personalised greeting with first name, product context and clear expectation: "What happens next?" builds trust immediately.
"Hey [name]! Welcome to [product]. I'm your personal setup assistant. Let's take the first step together in 5 minutes, ready?"
Guide the first steps
AI walks through the key setup steps with instructions, videos or links. Quick-reply buttons make interaction effortless.
"Step 1 of 3: Set up your profile. Tap 1 when done, and I'll show you step 2."
Create first wins
AI checks progress and suggests concrete quick-win actions. Early small wins secure long-term engagement.
"How's it going? Have you tried [action X] yet? It's the fastest path to [concrete outcome]."
Celebrate and deepen progress
One week in, AI celebrates progress, spots blockers and provides targeted support.
"One week with [product], congrats! Have you discovered [feature Y] yet? It helps you reach [specific benefit]."
Introduce advanced features
Once the basics are in place, AI gradually introduces more complex features at the right moment, without overwhelming.
"You're already nailing [feature A]! Now let me show you [feature B], which can double your results again."
Your onboarding on autopilot, in 48 hours
We build your onboarding sequence together. Start for free and go live in less than 2 days.
WhatsApp integration: coming soon, summer 2026
Today Leadmatix AI agents run exclusively as a website embed (chat widget on your site). WhatsApp integration is in development and is expected to be available in summer 2026.
AI onboarding for different business models
SaaS and software
- Account setup step by step
- Track and boost feature adoption
- Trigger in-app engagement via website chat
- Spot churn signals early
Online courses and coaching
- Guide course starts automatically
- Track module progress
- Accountability check-ins via AI
- Send live session reminders
Service providers and agencies
- Structure the project kickoff
- Automatically request info and documents
- Communicate milestones
- Measure customer satisfaction
E-commerce
- Explain product usage
- Send care tips and instructions
- Review requests at the right moment
- Recommend complementary products
Memberships and subscription models
- Welcome sequence for new members
- Unlock exclusive content gradually
- Engagement tracking and re-activation
- Renewal reminders with added value
Local service providers
- Follow up after the first appointment automatically
- Care instructions and next steps
- Trigger follow-up bookings
- Kick off loyalty programmes
5 principles for great AI onboarding
Start immediately
First message within minutes of purchase, not the next day.
Start small
First task must be done in under 5 minutes, early wins build momentum.
Stay personal
Name, purchase context, individual pace, AI must never sound like a bot.
Track progress
Who has completed which step? The CRM dashboard gives you the overview.
Keep optimising
A/B tests reveal which messages achieve the highest completion rate.