35+ User Onboarding Tools To Design And Optimize Onboarding Journeys

Kanishka Thakur
April 5, 2024
20 mins


There are many product management and analytics software that provide user onboarding as a feature. But many of these full-stack platforms specialize for certain use cases or industries – hence, it is important to research user onboarding tools that suit your company’s requirements.

We have saved you the hassle of going through multiple websites – here are 35 user onboarding tools across use cases for your product.

Best in-app user onboarding tools

In-app user onboarding tools help you design the onboarding process within your web or mobile application. These are great for designing effective onboarding experiences that increase the likelihood that users will complete key actions or milestones within the app. These could include tasks like signing up, completing a profile, or making their first purchase.

When choosing an in-app user onboarding tool, check for the following features:

  • Interactive tutorials: help create interactive tutorials, checklists, or walkthroughs that guide users through essential features and actions within the app.
  • In-app nudges: helps provide contextual assistance to users within specific app screens or workflows. This could include pop-up messages, tooltips, coachmarks, and more.
  • Progress tracking: having progress bars helps assure users about how far they are from completing the onboarding steps. Humans are compelled to complete a task when they know how much time or effort it will take. Progress bars make your onboarding tasks look achievable, thus improving completion rates and reducing drop-offs.

In-app user onboarding tools are divided into the following categories:

No-code in-app user onboarding software

These allow you to design, test, and iterate on your user onboarding flows without a single line of code. These significantly help reduce the costs of development, hiring talent, and experimentation. They also typically offer intuitive, drag-and-drop interfaces and pre-built templates. These enable users to design and deploy onboarding flows quickly and efficiently.

When to use no-code in-app user onboarding tools:

For businesses with limited technical resources, no-code user onboarding tools can help. These empower non-technical teams such as product managers, growth folks, and designers to create effective onboarding experiences without relying on developers. They can efficiently perform rapid prototyping and deployment to experiment with different designs, messages, and interactions in real time. Thus, it speeds up the iteration cycle – which is great for testing new market segments or scaling onboarding efforts with automation.

  1. Nudge
nudge's onboarding tools

Nudge is a comprehensive user experience platform that helps you design and improve user flows for conversion and engagement. With its intuitive interface to design user flows, you do not require any coding or onboard experts to build native experiences for your product.

You can design custom user onboarding flows for your audience segments, track the impact of your strategy, and iterate based on data.

For designing custom user flows, you get multiple options across checklists, modals, coachmarks, in-app messages, tooltips, and more. It also helps measure the impact of your user onboarding flow on the analytics dashboard and experiment with the flow options for better engagement.

Nudge can help you get started quickly — book a demo to learn more.

  1. Bubble
bubble onboarding tool

Bubble is a leading no-code web and app development software – and you can use it to design, test, and deploy custom user onboarding flows for your app. It is a comprehensive full-stack no-code solution and thus you get complete control over the design, development, and execution of your user flows. If your company wants to develop highly customized user flows and wants more control over the user interface but doesn’t know how to code – then, you may choose to opt for Bubble.

  1. Kompassify
kompassify onboarding tool

Kompassify is a dedicated user onboarding tool with a variety of options in terms of available user flows. You can create onboarding checklists, in-app guidance, product tours, and more. It also allows you to gather user feedback via surveys. A drawback of this product is that it is limited in its user engagement and analysis features.

Omni-channel user onboarding

These help you implement a uniform approach to onboarding users across multiple platforms. These tools leverage various communication channels, such as in-app messages, emails, push notifications, and chat platforms, to engage with users and guide them through the onboarding process. They also integrate with various communication channels and platforms, as well as with your app's backend systems and databases – hence you can bring all customer data in a single place.

The goal is to ensure that users receive relevant and timely guidance regardless of the channel they prefer or the device they are using.

When to use omnichannel user onboarding tools: 

If your business goal includes being multi-channel for wider reach and convenience for customers, then opting for omnichannel user onboarding will make sense. It helps deliver a smoother user experience where your customers are present. This reduces friction and frustration, leading to higher satisfaction and loyalty.

  1. MoEngage
moengage omnichannel user onboarding

MoEngage is a customer experience platform that helps you create multi-channel user onboarding flows. It helps you focus on your onboarding goals by bringing customer data across channels and analyzing them for your KPIs. It also enables your user onboarding flows with AI to further optimize for best conversions.

  1. Customer.io
customer.io onboarding

Customer.io is a messaging platform that also allows you to create multi-channel user onboarding experiences. Using messaging across apps, email, SMS, and push notifications, you can onboard new users from anywhere to your platform. You can also personalize your user onboarding flows as per segmented audiences for better targeting.

Video onboarding tools

Video onboarding tools use video as the primary content format to guide users into your product. These help you implement the benefit of visual communication – which makes it possible to convey complex information in a visually engaging and easy-to-understand format. By using video onboarding tools, businesses can effectively communicate key features and functionalities to users, reducing confusion and increasing comprehension.

Videos have the power to capture users' attention and keep them engaged for longer periods than text or static images – thus improving your engagement and onboarding completion metrics.

When to use video onboarding tools:

If your product or service is complex and requires detailed explanations or demonstrations, video onboarding tools can be highly effective in simplifying the onboarding process for users. It's also good if your user base mostly consists of visual learners (like design SaaS users). Also, for mobile applications, where screen real estate is limited, short and informative videos can effectively communicate key features without overwhelming users with text.

  1. Loom
loom customer onboarding

Loom is a leading video recording software using which you can record onboarding presentations and host them. You can use it to send custom welcome workflows, record product walkthrough videos, or embed them on your app’s custom onboarding flows. You can also create AI video messages, make interactive videos, and get insights on user engagement.

  1. Trainn
trainn video onboarding tool

Trainn is a no-code video onboarding tool designed for SaaS customer onboarding. You can create a ‘Learning Academy’ to educate new customers about your product. It also helps you create how-to and interactive videos to design unique onboarding experiences.

  1. Steve AI
steve AI onboarding

Steve AI is a video marketing platform that includes tools to create and optimize user onboarding. Using its advanced AI, you can create engaging videos as instructed in the text input. They also have onboarding video templates, animations, and rich graphics to make your videos stand out.

Signup flow tools

Signup flow tools focus on delivering a friction-free, quick, and automated signup experience, thus improving conversion rates. They offer tools such as social login, two-factor authentication, email login, OTP login, and more. It helps you optimize registration forms by reducing the number of required fields, implementing auto-fill functionality, and providing real-time validation to ensure data accuracy.

By providing a smooth and intuitive signup flow, these tools create a positive first impression for new users. You can couple these tools with in-app user onboarding tools like Nudge to continue with a good user experience.

When to use signup flow tools:

If your business is struggling with user abandonment during the sign-up process, you must consider signup flow tools to simplify it. It is also useful if you're looking to improve user acquisition as it makes it easier and more convenient for users to create an account.

  1. OneLogin
onelogin onboarding

OneLogin is a comprehensive access management tool that provides you with multiple solutions for sign-up flow automation. From a single sign-on or two-factor authentication, to email or social logins – you can test and optimize your sign-up process to see which flows provide better conversion rates. This is a good option for enterprise product owners.

  1.  Auth0 by Okta
auth0 onboarding tool

Auth0 by Okta is a full-stack identity and access management solution. It provides you with multiple options to simplify the user signup process via password-less technology, SSO, multi-factor authentication, universal login, and more. Other solutions like security and user management help manage and secure customer data.

  1. Frontegg
frontegg onboarding tool

Frontegg is an auth and user management platform built for B2B SaaS customers. It provides you options for social login, creation of login box, multi-factor authentication, and more with few lines of code. It’s also comprehensive as it also helps with observability, security, and authorization tools.

In-app chat tools

In-app chat tools integrate chat functionality seamlessly into the app. This allows users to initiate conversations, ask questions, and receive assistance without having to leave the app or switch to a different communication channel such as email or phone.

These tools support multimedia – so users can communicate via screenshots, videos, or calls to convey their grievances or feedback.

In-app chat tools also typically retain a history of previous conversations. This allows users and support agents to refer back to past interactions for context or follow-up. It also helps in analyzing data for improving your user experience flows and overall product.

When to use in-app chat tools:

The most common use case for in-app chat tools is to offer customer support, capture leads, or integrate messaging functionality as a part of your product’s offering. These are also convenient interfaces for taking user feedback or onboarding them into the app.

  1. Kenty AI
kenty AI onboarding tool

Kenty AI is an enterprise AI agents platform that includes customer management solutions. You can design AI agents that can create user experience flows across user onboarding, engagement, and support. It helps you across the customer journey funnel to boost conversions and user engagement.

  1. Landbot
landbot onboarding tool

Landbot is a conversational experience tool to help you create chatbots across marketing, sales, and support use cases. You can build custom chatbots for user onboarding for your app. It also helps in other user engagement experiences based on chatbot interfaces like nudges, feature discovery, interactive quizzes, and more.

  1. Zapier chatbot
zapier chatbot

Zapier is a leading automation platform and has now launched the beta version of its AI chatbot maker. You can use it for a variety of use cases – including creating custom user onboarding flows. It also integrates with 6000+ apps in Zapier’s integration ecosystem, allowing you to have some flexibility and options in how you design your onboarding.

Best email tools for user onboarding

It is possible to use email automation tools to design email-first user onboarding experiences. You can design personalized and adaptive email sequences that help you improve your customer onboarding completion rates and conversion.

For example, you can send a personalized welcome email the moment someone signs up for your app. Or you can create a series of onboarding emails that gradually introduce users to different aspects of your app over time, focusing on driving them towards completing key actions and milestones.

When choosing an email tool for user onboarding, check for these key features:

  • User segmentation: many email marketing and automation tools include audience segmentation features. This helps segment your email list based on user characteristics, behavior, or goals to deliver relevant content that resonates with different user segments.
  • Creation of email sequences: helps automate sending emails and design engaging sequences. Whenever a new user signs, it will onboard the user on its own without your manual intervention.
  • Integration features: ensure that the email tool integrates seamlessly with your existing CRM, analytics platform, and other onboarding tools to streamline data synchronization and workflow processes.

Email tools for user onboarding are divided into below categories:

Trigger-based emails

Trigger-based email tools, also known as marketing automation platforms, are software solutions that enable businesses to send automated emails based on specific triggers or user actions. These work automatically – for example, when a user signs up, it will automatically send a welcome email with their account information.

You can set up automated rules to define the triggers and conditions for sending specific emails, such as time delays, user attributes, or event triggers. Once a trigger event occurs, the tool automatically sends the corresponding email to the relevant users. You project a responsive brand, thus increasing user engagement.

When to use trigger-based email tools:

User onboarding is a good use case for trigger-based email tools which you can implement after a user signs up. They are also useful for re-engagement campaigns, where if a user leaves the sign-up midway, you can trigger another email sequence to bring them back.

Another use case is for transactional emails – for example, if a user chose a paid plan then you can intimate them with relevant triggers to indicate a successful transaction and onboard.

  1. SendGrid
sendgrid email tool

SendGrid is an email marketing and automation tool that you can use to design trigger-based user onboarding emails. You can create email sign-up forms – and based on that data and trigger actions, you can design adaptive email sequences. It also allows you to design drip campaigns, where you can send targeted content based on their actions.

  1. Encharge.io
encharge user onboarding

Encharge is a marketing automation platform designed for B2B SaaS companies. It can be used to design custom user onboarding email sequences to improve user activation and product adoption. Based on the user’s behavior and data, you can trigger email sequences using custom scenarios and parameters.

  1. HubSpot
hubspot user onboarding

HubSpot is a comprehensive marketing automation platform with full-stack email campaign creation and management tools. You can create custom email sequences for onboarding and in a visual drag-and-drop interface. Using triggers and segmentation, you can build adaptive email sequences to improve conversion rates for onboarding flows.

Automated email newsletters

Many email newsletter automation tools include an option to automate new subscriber automation and re-engagement sequences. The difference between usual emails is that newsletter emails often have content and are spaced periodically. Newsletters can also be triggered by specific user actions or events, such as signing up for a mailing list, making a purchase, or getting onboarded and choosing a specific goal. These emails

The goal is to provide consistent quality content to nurture relationships with subscribers and build brand authority.

When to use automated email newsletter tools:

An example of using newsletter automation for onboarding could be that you’re sending a ‘welcome email series’ like a course on using your app for the goals defined by the new user. It is also useful for content distribution – where you can share valuable content with your audience regularly. For this, you set up automated email newsletters to deliver blog posts, articles, videos, or other educational resources.

  1. Mailchimp
mailchimp email newsletter tool

Mailchimp by Intuit is a marketing automation platform that includes features for email automation and sequencing. For automating email newsletters, you can choose the ‘starting point’ as ‘signs up for email’. Then you can design your sequence using its drag-and-drop tool and email templates for onboarding automation.

  1. MailerLite
mailerlite onboarding tool

MailerLite is an email marketing platform with a drag-and-drop interface for designing beautiful newsletters. It includes unique features like embedding surveys for gaining audience insights and an AI writing assistant for drafting email content. You can also dynamically change content and add filters based on segmented users.

Personalized email outreach

Some products are best suited for personalized customer onboarding. For this, you must select email tools that usually are included with sales automation platforms. You can combine onboarding emails with personalization strategies to directly connect with users as a part of the user onboarding process.

For example, if you want to send a welcome email and also include a link to schedule a demo meeting for onboarding – you can do so with personalized email outreach tools to bring this workflow into a single platform.

When to use personalized email outreach tools:

Personalized email outreach tools are great if your tool requires the presence of a real human or other communication channels as a part of the onboarding experience. It is also useful for upselling or cross-selling by identifying certain behavior patterns that make it feasible for the same.

  1. Moosend
moosend personalized email outreach

Moosend is an email marketing platform that helps design hyper-personalized email campaigns. Some use cases include cart abandonment email campaigns, weather-based recommendations, and upselling or cross-selling products. You can combine this with their email newsletter software to automate personalization campaigns via periodic emails.

  1. User.com
user.com personalized email

User.com is a product experience software for handling customer data, performing no-code automation, and implementing omnichannel experiences. This includes designing personalized email campaigns based on triggers and each user’s unique app engagement history. 

Best A/B testing tools for user onboarding

A/B testing is a useful process to optimize your user onboarding experience. In the case of UX flows it will have one original flow [A] whose performance is compared with two or more variations of the flow [B]. The variation designs result from undertaking custom feedback, a new approach to user engagement, or better UI designs. The ones that perform better in terms of onboarding metrics like engagement, drop off, conversions, etc. are then implemented on the app.

For this process, you can choose A/B testing tools and design a perfect user onboarding flow that provides results for your app. When experimenting, you will discover pain points in the onboarding experience that may lead to user drop-off or churn. Thus, you can re-design your onboarding flow to reduce customer churn by implementing relevant strategies discussed in this guide – 10 strategies to reduce customer churn.

When choosing an A/B testing tool to improve user onboarding, check for these key features:

  • Visual editor: A drag-and-drop visual editor enables users to design and customize variations of onboarding elements such as pop-ups, tooltips, modals, and buttons without requiring coding skills. It also helps build faster variations for testing.
  • Audience segmentation: this is a crucial feature – the ability to segment users based on demographics, behavior, or other attributes is a requirement for targeting experiments. This will help you personalize the onboarding experience based on different audience segments.
  • Multi-variate testing: allows testing multiple variations of multiple elements simultaneously, providing deeper insights into the combined effects of different changes on user behavior.
  • Data analysis: The ability to analyze historical, real-time, and industry benchmark data helps decide if your user onboarding flow is truly optimized or not.

A/B testing tools for user onboarding are divided into below categories:

A/B testing for emails

A/B testing email tools help create, send, and analyze email campaigns with multiple variations. You can split your email list across audience segments and send different versions of an email to each segment. Then, you compare the performance of each variation based on key metrics such as open rates, click-through rates, and conversion rates for your onboarding email flow. Based on that, you can determine which version is most effective and ensures a successful user onboarding.

When to use tools for A/B testing onboarding emails:

If your business is not experiencing benchmark open rates for the onboarding, then one should consider testing variations across subject lines, content, design, workflow order, number of emails, etc. It is useful for testing on users who have become dormant or dropped off during onboarding to understand which strategy helps reactivate them. Experiment with different approaches to re-engage these users — such as offering incentives, providing additional assistance, or highlighting the value of completing onboarding.

Another use case is to experiment with different combinations of channels to understand how they complement each other and drive user engagement.

  1. Brevo
brevo a/b test

Brevo (previously SendInBlue) is an email marketing and CRM tool that you can use to perform A/B tests for your onboarding email campaigns. It helps you test subject lines, content, email layout, or design elements. You can decide on custom split rules – which determine the size of test groups for each variation and how the winning version gets chosen. Its analytics and reporting dashboard will give you details about A/B test performance based on which you can further optimize your onboarding email flows.

  1. Benchmark Email
benchmark a/b test

Benchmark email is an email marketing platform that allows you to perform multi-variate testing. You can test subject lines, timing, content, and multiple variables simultaneously to get more insights into your email onboarding process. Based on split rules and powerful analytics, you get a comprehensive overview of your onboarding flow’s performance.

User experience optimization

User experience optimization tools help you observe the user’s behavior, and track important user engagement + retention metrics. Then, you can design A/B experiments using the tool to understand which variations of user flows help align their user behavior as per your business needs and improve retention metrics. You can do this for user onboarding workflows too.

Overall, user experience optimization tools help find statistically significant differences between variations (using A/B tests) and identify insights into user behavior and preferences.

When to use user experience A/B testing tools:

A/B testing tools to optimize user experience are useful when you are re-designing your app’s UX design. It will help you pinpoint areas for improvement and check if the implemented changes are creating the required impact on the onboarding flow metrics.

Another use case is to implement user feedback. If users have reported challenges or confusion during onboarding, these tools help test potential solutions to alleviate these issues. 

  1. Nudge 

Nudge (also mentioned in the list of in-app onboarding tools) helps you design multiple variations of your test onboarding flow. A key advantage here is that Nudge doesn’t require code for designing and implementing user flows. This helps you run A/B tests faster and requires fewer developer resources. Based on the captured data for each variation, you can get insights on conversions and engagement to re-iterate.

  1. Optimizely
optimizely a/b test

Optimizely is a marketing automation and testing platform that includes features to help conduct experiments for improving your app metrics and marketing campaigns. It helps you implement continuous optimization for your user flows (including user onboarding), features, and product design – which means your app continues to provide actionable insights to work on.

  1.  VWO (Visual Website Optimizer)
vwo a/b test

VWO is a testing and personalization platform that you can use to perform comprehensive A/B tests across user flows and designs. You can design variations, segment target audiences, track conversions, analyze results, and deploy the changes in a single platform.

  1.  Crazy Egg
crazyegg a/b test

Crazy Egg offers heat mapping and A/B testing tools that help you understand user behavior and optimize your onboarding flow accordingly. By visually analyzing user interactions, you can identify areas for improvement in 3 steps and test hypotheses to enhance the onboarding experience. It also includes AI-powered capabilities like generating text for variations and helping decide split rules.

Best product analytics tools for user onboarding optimization

There are many tools to design onboarding experiences and determine their effectiveness – but one also needs to understand why their onboarding flow is or is not working for the users. Having insights into this is important to design better onboarding flow variations and test them using the A/B testing mentioned in previous sections.

Product analytics tool helps track user interactions and events within the onboarding flow, such as sign-ups, feature activations, and drop-off points. Using these you can analyze the user journey during onboarding and experiment with onboarding strategies to have a data-driven optimization approach.

When choosing a product analytics tool to improve user onboarding, check for these key features:

  • Collect data: the tool should be capable of capturing a range of user actions like clicks, heat maps, navigation, frequency of feature usage, onboarding drop-off, and much more.
  • Funnel analysis: allows you to create and analyze user funnels to visualize the onboarding process and identify drop-off points.
  • Real-time data visualization: having robust reporting and visualization tools helps you to interpret and communicate insights from the collected data. For example, you can monitor onboarding performance and make timely adjustments.
  • Integrations: help you collect data from other specialized tools for analysis like your app's development framework, customer relationship management (CRM) software, or marketing automation platform.

Product analytics tools for user onboarding are divided into below categories:

Product insights

Product analytics tools specifically focus on analyzing product data and their features are geared towards optimizing them for a better user experience. There is a dedicated focus on user experience flows, interface design, copywriting, and navigation. This includes user actions such as clicks, taps, scrolls, form submissions, etc. By collecting this data, you can identify patterns, trends, and user preferences, which are invaluable for optimizing the onboarding experience.

When to use product insights tools for optimizing user onboarding:

One of the primary uses of product analytics tools is to track user onboarding progress. For this, you need to set up event tracking for key onboarding actions, such as account creation, feature exploration, or completion of tutorial steps. Then, you monitor how users progress through the onboarding flow. 

For example, it will analyze and create user flow diagrams of how your current users navigate the onboarding process. Based on that, you can align their intuition or drop-off points to improve onboarding flow.

Many of these tools are super specialized for analyzing data but may truly lack features to build an onboarding experience.

You can use Nudge for designing and deploying your user onboarding flows quickly via no-code. Then, using Nudge’s integration features, you can share the onboarding flow’s data and data from these tools using webhooks to gain deeper product insights and further iterate to improve designed onboarding flows.

  1. Mixpanel
mixpanel product analytics

Mixpanel is a product analytics platform that helps you gain insights on improving and scaling your product. You can align your product goals and real-time metrics using its robust analysis tools like event tracking, user segmentation, funnel analysis, A/B testing, etc. It also enables you with AI (Spark AI) – where you can ask questions to AI, and it analyzes the data to provide instant insights.

  1.  Amplitude
amplitude product analytics

Amplitude is a product analytics platform that helps you perform behavioral analytics and AI automation without code. Its behavioral cohort analysis lets you understand how different user segments engage during onboarding. It also enables you with predictive analytics capabilities, where it can forecast user behavior to help you optimize onboarding strategies accordingly.

  1.  Heap
heap product analytics

Heap is a product analytics tool that focuses on helping you uncover insights from user actions and behaviors. Its ‘Journeys’ feature visualizes your user’s path in your product with data to help you optimize it. You can also use its ‘Illuminate’ feature to identify friction points to pinpoint what is working and not working for your app.

Customer data platforms

Customer data platforms help unify data points across social media, apps, emails, CRM, and more. They standardize customer data by resolving identities, eliminating duplicates, and merging disparate data sets. With this, you get a more holistic picture of how your users are finding you and their onboarding experience across the platforms. It also helps create better customer profiles and user journeys that align with their needs.

When to use customer data platforms (CDPs) for optimizing user onboarding:

If your app is cross-platform, then customer data tools are useful for understanding your user’s behavior across them. With better user profiles, you can optimize to have consistent messaging and personalized interactions throughout the onboarding journey. 

CDPs are also useful when your core goal is to create a hyper-personalized experience for your users. By unifying customer data and enabling cross-channel activation, you can deliver a seamless onboarding experience regardless of the touchpoint.

  1.  Segment by Twilio
segment CDP

Segment by Twilio is a customer data platform that you can use to design cross-channel onboarding experiences. By collecting, cleaning, and unifying data in real time, you can design a continuous onboarding flow using its ‘Journeys’ feature. You can use its visual builder to design multi-step interactions to identify which flow helps in better conversions.

  1. Tealium
tealium CDP

Tealium is an enterprise CDP software that specializes in data orchestration and activation. It helps build comprehensive customer profiles based on multi-channel data. You can use its Predict ML tool to provide predictions with customer behavior and tailor their experience across onboarding channels.

Churn analysis

Churn analysis tools are specially designed to track retention metrics like churn rate, customer lifetime value, customer satisfaction scores, and more. Using advanced analytics and prediction models on aggregate data (CRM, app usage, etc.), helps identify patterns associated with churn.

When to use churn analysis tools for optimizing user onboarding:

If you have too many drop-offs during the onboarding stage, you can use churn analysis tools to identify areas of low user engagement. It also helps predict which customers are more likely to churn and identify a pattern. Based on this data, you can re-design your onboarding flow to reduce customer churn rates.

If you would churn analysis tool recommendations, check out our detailed guide on reducing customer churn which has 15 tools across retention stages – Guide to reduce customer churn.

Best customer support tools 

Customer support tools are important to help a struggling or angry user who requires onboarding help. If you manage to provide help on time, the chances of them churning are less as they experience active support. Apart from helping manage support resolution work, it also helps collect feedback from users about their product experience.

While such tools make your business more responsive, they also help implement a proactive approach to ensuring customer satisfaction. It can also host a comprehensive knowledge base with articles, tutorials, and FAQs to empower users to self-serve and troubleshoot common issues on their own.

When choosing a customer support tool to improve user onboarding, check for these key features:

  • Live chat: helps the onboarding user to immediately connect with a support agent to resolve any queries or issues.
  • Automation: helps to route inquiries, send follow-up messages, and trigger responses based on predefined criteria.
  • Prioritize tickets: if you have a small support team, this feature is useful to prioritize customer requests to ensure you resolve emergencies first.
  • Feedback tools: help gather user feedback post onboarding to get insights on how to further improve the onboarding experience. 

Customer support tools for user onboarding are divided into below categories:

AI Agents for user onboarding

One of the best use cases of Generative AI is to automate many customer support workflows. It is capable of replacing repeated and initial conversations that take place when a user requests support, thus your human agents can focus on tackling emergency tickets. Based on your product’s documentation, GenAI can also generate answers to support queries, thus helping users comfortably perform DIY troubleshooting.

When to use customer support AI agents for optimizing user onboarding:

If your app receives too many support requests related to user onboarding, then it is useful to adopt an AI agent to take care of the basic requests. It can help you reduce the costs of hiring support staff and even scale personalized onboarding efforts. Also, for businesses operating in different time zones or catering to a global audience, AI agents offer 24/7 availability. 

  1. Ada
Ada AI agent

Ada is an AI automation-enabled customer service platform that helps you create custom AI agents to handle support workflows. These chatbots can communicate multi-channel, including via voice in phone calls. It learns from your knowledge base and documentation to resolve customer queries – including those about user onboarding.

  1. Yellow AI
Yellow AI agent

Yellow AI is a conversational AI automation platform that includes solutions for customer service workflows. It enables you with AI agents capable of providing instant resolution to their queries and feedback using Generative AI. It can summarize, prioritize, and assign support tickets automatically. With such tools, you can automate user onboarding to provide a more personalized experience via hand-holding.

Help desk software for user onboarding

Help desk software helps centralize your customer support tickets for better management and prioritization. These platforms typically feature ticket management, knowledge base management, live chat, and reporting capabilities. Using these tools, it will organize these tickets, prioritize them based on urgency, and assign them to the appropriate support agents for resolution. This ensures that no user inquiry falls through the cracks and that each concern is addressed promptly.

When to use help desk software for optimizing user onboarding:

Help desk software helps improve the response time to handle customer’s inquiries or grievances during onboarding. It is useful if you have a diverse set of user base – where it can accommodate different user needs and preferences. Whether they prefer self-service options like a knowledge base or personalized support through live chat, it will help you cater to users with varying levels of user technical proficiency.

  1. Gorgias
Gorgias help desk software

Gorgias is a customer experience automation tool that enables your customer support with AI capabilities for prioritizing and assigning tickets, auto-responding intelligently, implementing DIY customer care by sharing relevant knowledge base content, and more. It is designed for eCommerce businesses, specifically for Shopify stores. It also goes beyond support to giving product recommendations, a unified inbox, and automated workflows.

  1. Zendesk
zendesk customer support platform

Zendesk is a leading customer support platform to set up a full-stack conversational customer and personalized experience. It helps with user onboarding by providing a centralized platform for managing inquiries, offering real-time assistance through live chat, and empowering users with self-service options through its knowledge base. You can also implement AI automation to eliminate manual tasks involved across workflows.

Too many tools? – explore Nudge to streamline and automate end-to-end user onboarding

Onboarding is a critical and complex user flow that may require multiple tools to design, test, and iterate. Using Nudge, you can provide an in-app user onboarding experience with advanced analytics and reporting tools to optimize workflows. You can also implement advanced user engagement strategies like gamification and video content to improve product metrics — book a demo to learn more.

Kanishka Thakur
April 5, 2024