AI Agent for Customer Success: Onboarding & Self-Serve
Speed up customer onboarding with AI that answers how-to questions from your docs 24/7. Enable self-serve support while freeing your CSMs for high-touch conversations.
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Great for
Pairs well with
Onboarding answers
from your docs
Ground responses in the materials your team maintains.
Knowledge base
Connect websites, docs, media, and structured sources.
Docs support
Use PDFs, decks, and spreadsheets as sources.
Deploy anywhere
Use in embeds, workspace, or API workflows.
Freshness control
Refresh sources as onboarding content changes.
Escalate when needed
and improve coverage
Reduce back-and-forth and improve enablement over time.
Request a human
Escalate when a human needs to step in.
Visibility
See what customers ask and fill content gaps.
Agent controls
Tune prompts and tools per agent for consistent outcomes.
Scope control
Keep data scoped per workspace and agent.
What you get
in production
Outcome-focused benefits you can measure in support, sales, and operations.
- Fewer repetitive questions across channels
- Faster answers grounded in your sources
- Cleaner handoffs when humans take over
- Visibility into what people ask most