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Onboarding

Every new customer walked to their first result. Not left with a welcome email.

Insurge replaces the onboarding checklist and the tour nobody finishes with a live walkthrough personalised to what each customer signed up to do, so they reach real value in their first session instead of stalling out alone with your UI.

What it solves

Weekly team update

Draft workflow

YOUR GOAL · AUTOMATE WEEKLY REPORTING

TRIGGER

Every Monday

9:00 AM · Your timezone

ACTION

Send team summary

Workspace connected

Run your first workflow
Let’s get your first result

Your source is ready. Run it together now.

Time to activation

Customers reach their first real result inside one guided session, instead of piecing it together from a tour, a help article, and trial and error.

  • Start with the customer's actual goal
  • Guide the work inside your product
  • Reach a first result in one session

Make it yours

Your first-value checklist

Connect your workspace

Your tools are ready to use.

Build your first workflow

Created together with Insurge.

3

Run and see your first result

One step left to reach value.

Continue your walkthrough

Activation rate

Every customer gets walked to the milestone that matters for their use case, not just the ones who happen to finish a generic tour.

  • Personalise the activation milestone
  • Keep customers moving when they get stuck
  • Make progress visible from day one

From setup to first result

ONE GUIDED SESSION

1 · Goal2 · Setup3 · Result

Weekly reporting summary

Generated from your connected workspace

Ready to shareOpen report

Onboarding time

Setup and first value happen in the same conversation, so there's no gap between signing up and getting something done.

  • Bring setup and first value together
  • Answer questions as they happen
  • Reduce time spent finding the next step

Acme workspace

Customer success overview

Activated

GOAL

Weekly reporting

MILESTONE

First workflow live

BLOCKER RESOLVED

Workspace permissions configuredGoals and progress saved for CS

Early churn

Customers who reach real value early are far less likely to disappear in the first two weeks, and Insurge gets them there before they have a reason to.

  • Help customers reach value early
  • Resolve blockers before they lose momentum
  • Give CS the context to follow up

How it works

  • Customer signs up

    Insurge starts the moment they land in the product, no waiting for a welcome email or a CS rep to reach out.

  • A short conversation establishes what they're here to do

    Not a generic tour. Insurge asks about their role and their goal, then builds the walkthrough around that.

  • The AI walks them through it, live

    Inside your actual product, showing the exact features and flows that get this customer to their outcome, not every feature in order.

  • Every question gets answered as it comes up

    They get stuck, they ask, it explains and shows the fix immediately, instead of searching a help centre.

  • First value happens in the session

    The customer completes the thing they signed up to do, not a tutorial that ends before the real work starts.

  • CS inherits the full picture

    Goals stated, blockers hit, progress made, all visible, so if a human follows up they're not starting cold.