> Markdown rendition of https://www.voiceflow.com/solutions/in-app-copilot-for-product-onboarding ("In-app copilot for product onboarding | Voiceflow"). Canonical page: https://www.voiceflow.com/solutions/in-app-copilot-for-product-onboarding · All pages: https://www.voiceflow.com/llms.txt

[Own your CXMeet your AI co-pilotOct 6Save your spotSave your spot](https://www.voiceflow.com/events/own-your-cx)

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

![Superloop logo](https://www.voiceflow.com/images/superloop-logo.svg)![JP Morgan logo](https://www.voiceflow.com/images/jp_black.png)![Turo logo](https://www.voiceflow.com/images/Turo__28company_29_logo_1Turo__28company_29_logo.webp)![StubHub logo](https://www.voiceflow.com/images/stubhub_black.png)![Vodafone logo](https://www.voiceflow.com/images/Vodafone.svg)![Allstate logo](https://www.voiceflow.com/images/allstate_black.png)![GetYourGuide logo](https://www.voiceflow.com/images/gyg_black_short.png)

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.

Knows where the user is The copilot reads the account's actual setup state and answers for this user's plan, role, and progress, not a generic tour.

[See how these agents are built](https://www.voiceflow.com/demo)

Does the step with them Connect the integration, invite the team, import the data: the copilot executes the setup action from the conversation.

[See how these agents are built](https://www.voiceflow.com/demo)

Routes stuck moments to success teams Signals of a stalled onboarding reach your team with the account state attached, before the trial quietly dies.

[See how these agents are built](https://www.voiceflow.com/demo)

Stays inside the account's permissions The copilot acts with the user's own permissions and your plan rules, never around them.

[See how these agents are built](https://www.voiceflow.com/demo)

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.

[Book a demo](https://www.voiceflow.com/demo)

Mobile app.

### On mobile

Setup help that follows the user to the mobile app.

[Book a demo](https://www.voiceflow.com/demo)

WhatsApp.

### Follow-through

Onboarding nudges that continue in messaging when users step away.

[Book a demo](https://www.voiceflow.com/demo)

SMS.

### The activation nudge

A well-timed text that brings a stalled signup back to finish.

[Book a demo](https://www.voiceflow.com/demo)

Phone.

### Talk it through

A voice walkthrough for accounts that want a guided start.

[Book a demo](https://www.voiceflow.com/demo)

Web chat Mobile app WhatsApp SMS Phone

Signup waves

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

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

99.95

%

Agent uptime

50

ms

Voiceflow latency

300

K

Messages per minute scale

[![AICPA SOC 2 badge](https://www.voiceflow.com/images/Badge.svg)SOC-2 Type IIAudited for data privacy, processing integrity, and confidentiality.](https://www.voiceflow.com/compliance/soc-2)

[![ISO 27001 certification badge](https://www.voiceflow.com/images/ISO.avif) ISO/IEC 27001:2022Certified information security management.](https://www.voiceflow.com/compliance/iso-27001)

[![GDPR compliance badge](https://www.voiceflow.com/images/GDPR.svg) GDPR CompliantPersonal data stays personal, with granular permissions.](https://www.voiceflow.com/compliance/gdpr)

[![HIPAA compliance badge](https://www.voiceflow.com/images/hipaa.avif) HIPAA CompliantProtected health information kept secure.](https://www.voiceflow.com/compliance/hipaa)

![bg image](https://www.voiceflow.com/images/frame-2147241001-18.svg)

## 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](https://www.voiceflow.com/images/integrations/zendesk-full.svg)

![Salesforce Service Cloud](https://www.voiceflow.com/images/integrations/salesforce.png)

![ServiceNow](https://www.voiceflow.com/images/integrations/servicenow.png)

![Genesys](https://www.voiceflow.com/images/integrations/genesys.png)

![NICE CXone](https://www.voiceflow.com/images/integrations/nice.png)

![Five9](https://www.voiceflow.com/images/integrations/five9.png)

![Amazon Connect](https://www.voiceflow.com/images/integrations/amazon-connect.png)

![Freshdesk](https://www.voiceflow.com/images/integrations/freshdesk.svg)

![Twilio Flex](https://www.voiceflow.com/images/integrations/twilio-full.svg)

![Intercom](https://www.voiceflow.com/images/integrations/intercom-full.svg)

![Voiceflow](https://www.voiceflow.com/images/logo-black.svg)

## 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.
