Product onboarding by usage
Onboarding messages triggered by what each user has and has not done.
How it works · Product onboarding by usage
STEP BY STEP
In
PostgreSQL
HubSpot
Intercom
- 1
Watch01
Key product events tracked
Day 3
- 2
Detect02
Stuck or inactive users found
No setup
- 3
Nudge03
Helpful message sent
Email sent
- 4
Hand over04
High-value accounts to CSM
CSM call
Human checkpoint
Out
- Intercom
- CRM record
- Weekly summary
How it works
01
The problem
New users get the same generic emails whether they are stuck or thriving.
Step by step
- 01Watch. Key product events tracked.
- 02Detect. Stuck or inactive users found.
- 03Nudge. Helpful message sent.
- 04Hand over. High-value accounts to CSM.Human checkpoint
Tools and control
02
Connects
- HubSpot
- Intercom
- PostgreSQL
Slack
Built on n8n. Equivalent tools can be swapped in.
Human control
A person stays in control at the "Hand over" step. Everything else runs on rules you agree, with every run logged.
More in Customer support
03
Customer support
Website and WhatsApp AI assistant
Routine questions answered instantly from approved content, with handover to a person.
See the workflowCustomer support
Email and ticket triage
Tickets are classified, prioritised, and drafted before an agent opens them.
See the workflowCustomer support
Voice receptionist and booking
Every call is answered, details captured, and bookings requested for confirmation.
See the workflow
Next step
What would you like to improve?
Tell us what is taking too much time, what is difficult to manage, or what you would like your systems to do differently. You do not need a technical specification to start.