Onboarding Concierge Agent
Every new customer, guided to first value.
By
Scrums.com
•
v
1.0.0
Walks every new customer through first-run setup in chat — answering questions, completing steps, and escalating only the genuinely stuck.
From
USD
249
Vendor
Scrums.com
Version
1.0.0
Features
Greets new sign-ups and drives the setup checklist
Answers product questions from your live documentation
Completes setup steps through scoped tool calls
Tracks activation milestones per account
Escalates blocked users to a human with full context
How it works
The agent triggers on sign-up and opens a chat thread. It works the activation checklist with the customer, calls your product API to complete steps, and hands off to a human the moment a user is genuinely stuck.
Where it fits
Best for self-serve SaaS where activation rate is the growth lever. It compresses time-to-first-value without adding onboarding headcount.