Onboarding Automation with AI Support Agents
Deliver frictionless onboarding, reduce time-to-value, and guide every new user to success with AI support agents trained on your setup guides, product docs, and walkthroughs.
Why Onboarding Fails Without Automation
New users leave or get stuck when they can’t find answers. They become frustrated, confused, delayed, or disengaged. Support teams drown in redundant onboarding questions, ticket volume spikes, and time-to-value stretches longer than it should.
Without automation, onboarding becomes a bottleneck-not a growth driver.
Automate Onboarding with Docs-Trained AI
Chatref gives every new user instant access to setup instructions and personalised support-without waiting for human assistance.
Instant Setup
Answer onboarding questions instantly.
Step-by-Step
Guide users across every product step.
Troubleshoot
Fix issues with docs-based context.
Personalised
Guidance tailored to user use cases.
How Chatref Automates Onboarding
Connect Content
Sync setup docs, walkthroughs, and troubleshooting guides.
Engage Users
AI agents respond instantly when onboarding confusion appears.
Accelerate Activation
Real-time clarity drives momentum and early success habits.
Onboarding Benefits
Speed Up Time-to-Value
Users move from signup to success without waiting for guidance.
Reduce Ticket Volume
Repetitive questions disappear-team focuses on high-impact help.
Personalised Guidance
Support becomes tailored to role, plan, and workflow.
Boost Product Adoption
More clarity equals more engagement and activation.
Day One Retention
Strong onboarding drives loyalty and long-term usage.
Onboarding ROI & Metrics
More users complete onboarding successfully-without hand holding.
Proven Across Industries
Multichannel Automated Onboarding
Manual Onboarding vs. Chatref Automation
| Category | Manual Onboarding | Chatref Automation |
|---|---|---|
| Guidance Speed | Delayed | Instant |
| Availability | Business hours | 24/7 |
| Support Load | High | Low |
| Personalisation | Limited | Dynamic |
| Troubleshooting | Slow + manual | Real-time |
| User Progress | Uneven | Consistent |
“Chatref virtually eliminated onboarding questions. Users get setup clarity instantly, and our team finally has space to focus on proactive success.”
“Time-to-value dropped dramatically. Users reach activation faster, and our onboarding funnel has never been smoother.”
Frequently Asked Questions
How does Chatref automate onboarding?
AI agents guide users step-by-step, answer questions instantly, and troubleshoot issues in real time.
Does it personalise onboarding?
Yes. Agents adapt to user type, product plan, and usage context.
Does Chatref reduce onboarding tickets?
Yes. Repetitive questions are resolved instantly-no support needed.
Does it improve activation rates?
Yes. Faster clarity increases onboarding completion and adoption.
Can it troubleshoot?
Yes. Agents reference verified onboarding docs to fix issues.
How long does setup take?
Most teams deploy Chatref in minutes.