AI customer onboarding
Give new customers a clear next step based on what they’ve already set up. PineDove can check their account and onboarding checklist, walk them through the next task, and record the result in the tools your team uses.
- CustomerI set up alerts for our workspace. What else do we need before launch?
- PineDoveYour setup checklist shows alerts still need a test. Would you like me to send one to the workspace’s shared inbox?
- CustomerYes, please send the test.
- PineDoveThe test was delivered and I marked alerts complete. Your next step is to review the workspace settings with your team.
How an AI agent helps customers get started
Check setup progress
Read the account’s setup checklist and confirm which steps are complete, which are pending, and who can act on them.
Work through the next step
Use the onboarding guidance for that account and carry out permitted actions such as sending a test notification.
Record the result
Verify the outcome, update the checklist, and tell the customer what to do next.
When your team steps in
Send custom setup requests, blocked steps, or configuration changes that need approval to your onboarding team. Include the customer’s goal and their progress so far.
What we test before launch
We review how customers move through setup and what evidence marks each step complete. We test accounts with different permissions, skipped steps, and interrupted setup flows.
Bring an onboarding workflow to the assessment
Show us what customers need to do before they go live. We’ll map where your agent could guide them, verify progress, and bring your team in.