EERRAA // ONBOARDING GUIDE
Walks them through it,
and does it for them.
// setup is where new users quit. a checklist just points. this guide takes each step and performs it as the user, so the account is really ready.
BEFORE
A five-step checklist and a tooltip tour. The user reads step one, opens a settings page, gets confused, and closes the tab. Activation drops off a cliff and nobody sees where.
AFTER
The guide asks what they want to do and does it, one step at a time, as them. By the end of the chat the project exists, the integration is connected, and the team is invited. You watch every step in the logs.
WHAT IT DOES
CREATES THE FIRST THING
“Set up my first project.”
Instead of pointing at a button, it calls your API and creates the project as the new user, names it, and drops them right into it. Step one is done, not described.
CONNECTS AN INTEGRATION
“Connect our data source.”
For tools that need the user’s own login, it walks them through a per-user OAuth connect from inside the widget, then stores the token in the encrypted vault so later steps just work.
INVITES THE TEAM
“Add my two teammates.”
It sends the invites through your tool as the account owner, pausing on the write for a quick Approve, so the workspace is populated before the user ever leaves onboarding.
FINISHES SETUP LATER
“Remind me to finish tomorrow.”
It schedules a follow-up task and, on the user’s next visit, surfaces exactly where they left off in the My-tasks panel, so a half-done setup does not quietly die.
› new user arrives → guide asks the goal → performs each step as them → schedules the rest → account is ready
Get new users to their first win.
// fewer drop-offs, because setup happens inside the conversation.