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AI Onboarding Concierge

In-app guided activation that adapts to what each new user is trying to do.Embed an AI concierge in your product that walks new users through setup using your actual UI. Adaptive — it asks what they want to accomplish and routes them to the shortest path. Four weeks. Sells hard to founders watching activation rates flat-line.

price

from $9,500

timeline

4 weeks

cadence

one-time

scope

One-time / fixed scope

ReactOpenAIAnthropicPostHogMixpanel
00// matrix position

Where this fits in the services matrix.

Every service page now names the buyer state, the commercial shape, and the next route. That keeps the catalog navigable instead of feeling like disconnected offers.

01 · best fit

Build product with a fixed scope and written handoff.

02 · commercial shape

from $9,500 · 4 weeks · One-time / fixed scope

03 · route logic

Use the diagnostic or book a call to confirm fit before scope is written.

04 · decide

Not sure this is the right service? Run the route finder and get the matching path.

00B// activation system

Bespoke architecture for AI Onboarding.

Onboarding AI should reduce confusion at the exact moment a user is trying to activate, not become another chatbot parked in the corner.

activation system

Surface ⇄ System

IntentuserGuidestepsTeachcontextActivatemomentTracksignal
The concierge maps onboarding friction, user intent, product education, guided next actions, and activation analytics so the system can improve instead of guessing.

AI onboarding concierge

The diagram is intentionally simplified: it shows the buying logic and operating path, not a decorative fantasy architecture.

price

from $9,500

timeline

4 weeks

goal

activation

tone

guided

01// what you walk away with

The outcome, not just the output.

  • 01New users hit "aha" faster, measurably
  • 02Activation rate analytics built in
  • 03Adaptive flow — not a fixed-step wizard
  • 04Falls back gracefully when the model is unsure
02// scope

Concrete artifacts you keep — and what we leave out.

Working code, written docs, dashboards your team owns. We also list what this engagement deliberately does not cover, so scope is honest before you click.

// deliverables
  • Embeddable React component
  • Conversation runtime (server + client)
  • Tool-use bridge into your product (clicks, form fills, navigation)
  • Activation funnel analytics (PostHog / Mixpanel / hand-rolled)
  • A/B harness vs. your existing onboarding
  • 30 days of post-launch tuning
// not included
  • Redesigning your product (we work with what's there)
03// methodology

How the engagement actually runs.

  1. 1Week 1

    Funnel + scope

    Profile current activation, pick the 3 most impactful flows, build event spec.

    Funnel analysisEvent spec
  2. 2Week 2

    Concierge runtime

    Conversation server, tool-use bridge, embed component, dev-mode UI.

    Concierge componentServerTool registry
  3. 3Week 3

    A/B + analytics

    Activation funnel analytics, A/B harness, soft launch.

    AnalyticsA/B config
  4. 4Week 4

    Tune + handoff

    Tune against real funnel data, handoff with runbook + 30-day support.

    RunbookHandoff
// track record

Receipts, not promises.

4 weeks
Time to live
15–35%
Typical activation lift
against control
04// questions

Common questions.

01What if the AI gets it wrong?
Every action has a confirm step before mutating state. Confidence below threshold falls back to a deterministic flow.
02Will this replace our onboarding?
The A/B harness lets you find out. Most teams keep both and route by signal.
// engage

Ready to start AI Onboarding?

A 30-minute call to confirm fit, scope, and timeline. No pressure, no slides.

product system

From offer to operating system.

AI Onboarding Concierge is presented as a real engagement, not a generic service page: the surface, backend shape, delivery artifacts, and conversion path are all visible before the first call.

Scope AI Onboarding

price

from $9,500

timeline

4 weeks

tier

A

Living architecture

Scope ⇄ Ship

The page now exposes how the engagement moves from buyer pain to production artifact, then into measurement and next-step routing.

Scope AI Onboarding
  1. 01Funnel + scopeProfile current activation, pick the 3 most impactful flows, build event spec.
  2. 02Concierge runtimeConversation server, tool-use bridge, embed component, dev-mode UI.
  3. 03A/B + analyticsActivation funnel analytics, A/B harness, soft launch.
  4. 04Tune + handoffTune against real funnel data, handoff with runbook + 30-day support.

Conversion path

  1. 01

    Diagnose

    Confirm the real product constraint, current surface, and business goal before writing code.

  2. 02

    Design the system

    Turn the offer into screens, data, workflows, ownership boundaries, and a measurable delivery plan.

  3. 03

    Ship the artifact

    Deliver AI Onboarding as working code, docs, dashboards, or launch assets your team can actually use.

  4. 04

    Route the next move

    Decide whether the work becomes a one-time delivery, a care plan, or a larger product build.

Proof assets

AI Onboarding Concierge service visual

Asset slot

Service proof visual

Add a real screenshot, deliverable preview, or dashboard capture from a shipped engagement when approved.

pending real proof
Jason Teixeira, founder of Sage Ideas

Verified asset

Founder/operator photo

Real founder photo reinforcing principal-led delivery.

live

Asset slot

Client quote or logo

Add only permissioned testimonials or logos tied to this service category.

pending real proof
livebuild 81e8c8e2026-07-28 06:02Z
// solo studio// no analytics resold// every commit human-reviewed