Solutions

In-app copilot for product onboarding

A copilot in the product that walks each new user to their first win: answers in context, does the setup steps with them, and knows when to bring a human in.

Teams of every size trust Voiceflow for AI automation across their business

How it works

How the copilot lands a new user

One real onboarding, four steps, each shown as the real conversation: pull live data, take the action, bring in a human with context, and stay inside policy.

The copilot reads the account's actual setup state and answers for this user's plan, role, and progress, not a generic tour.
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Connect the integration, invite the team, import the data: the copilot executes the setup action from the conversation.
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Signals of a stalled onboarding reach your team with the account state attached, before the trial quietly dies.
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The copilot acts with the user's own permissions and your plan rules, never around them.
See how these agents are built

Omnichannel

Wherever your customers are

The same agent, the same answers, on every channel your customers already use.

Web chat.

In the product

The copilot lives where the onboarding happens.

Signup waves

Built for launch-week signups. Certified for user data.

Production volume, and the certifications to run it on regulated data.

Works with the product stack you already run.

Voiceflow hands off to your human team with the full conversation, so nobody asks the customer to start again.

There is no migration project. Voiceflow sits on top of the CX stack you already run, and speaks to anything else through the API.

Most teams are live with their existing analytics and messaging the same day, with no SDK rework.

Zendesk
Salesforce Service Cloud
ServiceNow
Genesys
NICE CXone
Five9
Amazon Connect
Freshdesk
Twilio Flex
Intercom
Voiceflow

Frequently asked questions

How is this different from a product tour?

A tour shows; the copilot does. It answers the user's actual question, executes the setup step in the conversation, and adapts to what the account has already configured.

Can it act inside the product safely?

Yes, within the user's own permissions and the rules you define. Every action is one the user could take themselves, done faster.

What does the success team see?

Stalled-onboarding signals with the account state attached: what was configured, where the user stopped, and what the copilot already tried.