Personalise the plan
Role, location, and systems access generate a checklist that updates as provisioning completes.
/ 客户与收入 /
引导每一位新客户、员工或合作伙伴使用人工智能助手入职,该助手能够适应他们的环境、回答他们的问题并让他们继续前进,而不会压垮您的团队。
The problem
Most drop-off happens in the first 30 days. Generic welcome emails and static FAQs don't hold attention or answer the real questions.
Onboarding queries consume specialist time that should be spent on complex cases, not on answering the same five questions.
Without data on where onboarding breaks down, you can't fix it. Teams guess. Problems compound.
High-touch onboarding works for early cohorts but collapses when headcount, regions or product tiers multiply.
运作方式
Role, location, and systems access generate a checklist that updates as provisioning completes.
Benefits, IT, and culture questions draw from the same policies HR and People Ops maintain.
Stuck tasks, repeated questions, and drop-offs surface to owners before churn risk spikes.
Handoffs to mentors and managers include what the new hire already completed.
包含内容
A governed layer across data, workflows, and handoffs—so teams ship safely and scale with metrics.
Personalised step-by-step journeys based on user profile, role or product tier.
Answers onboarding questions in real time, grounded in your documentation and product knowledge.
Monitors completion rates, drop-off points and time-to-activation per user cohort.
Detects stalled users and triggers the right message at the right moment.
Escalates to a specialist when a user's situation requires it, with full context.
Runs onboarding in the user's language without separate configuration.
技术提供 Thinkia Synapse
成果
Results vary by product complexity, user base and existing onboarding infrastructure.
–40%
Reduction in average time from sign-up to first value moment
+30%
Improvement in users completing full onboarding flow
–50%
Reduction in onboarding-related support volume
合作方式
Week 1–2
Pre-boarding to day 90 tasks, systems, and culture touchpoints are sequenced by role.
Week 3–5
Provisioning, policies, and FAQs are wired so answers stay tied to authoritative sources.
Week 6–9
A function or site tests the assistant; time-to-productivity and survey scores baseline.
Week 10+
Triggers from Workday/Bamboo (etc.) personalise tasks; local variants roll out in waves.
Contractor vs employee flows and global payroll rules add branches; we ship geography by geography.
开始
We start with a focused session—no commitment—to map constraints and a sensible path.