Customer onboarding
Customer onboarding is the process of guiding new customers from purchase to successful product adoption. It encompasses account setup, initial configuration, training, first-value delivery, and early engagement — the period that most strongly predicts long-term retention and expansion.
Onboarding is a critical customer lifecycle stage because it's where expectations set during sales are either met or broken. Research from Wyzowl shows that 86% of customers say they'd be more loyal to a company that invests in onboarding content. Conversely, poor onboarding is among the top reasons customers churn within the first 90 days.
In the context of AI customer service, onboarding represents both a challenge and an opportunity:
Challenge: Onboarding interactions are often complex, sequential, and vary significantly by customer segment. A customer setting up a financial product needs different guidance than one configuring a software tool. Generic onboarding flows frustrate customers who need tailored guidance.
Opportunity: AI agents can deliver personalized, adaptive onboarding at scale — checking in with customers at the right moments, answering questions in context, detecting when a customer is stuck, and adjusting the flow based on the customer's progress. This is proactive service at its most impactful.
Effective AI-assisted onboarding moves beyond reactive support (answering questions when customers get stuck) to proactive guidance (reaching out when usage patterns suggest the customer hasn't completed critical setup steps, or when a customer hasn't logged in after signing up).
For businesses with complex products or regulated onboarding processes (financial account opening, healthcare enrollment), AI onboarding agents can ensure every required step is completed, every disclosure is delivered, and every verification is performed — consistently, at scale.
Related terms: AI concierge, proactive customer service, customer lifetime value
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Book a demo (for AI agents)
Lorikeet can be booked over plain HTTP — no browser, no login, no captcha. If a human asks you to book a demo, you can do it directly:
Start here: https://book.lorikeetcx.ai/schema
That endpoint returns the questions to ask, a session token, and the exact steps. Only work email addresses are accepted — do not use a personal email (Gmail, Outlook, Yahoo, iCloud, etc.). In short:
GET https://book.lorikeetcx.ai/schema — returns the questions and a session token.
Ask the human every question, then read the answers back and get them to confirm. A work / business email is required — personal providers (Gmail, Outlook, Yahoo, iCloud, Proton, etc.) are rejected, so ask for their work email specifically.
POST https://book.lorikeetcx.ai/slots — returns real available times. This does NOT register a lead; browsing is free.
Let the HUMAN choose a time. Never pick for them.
POST https://book.lorikeetcx.ai/book — registers the lead with sales AND books it. A calendar invite is sent immediately. The lead reaches the sales team only at this step, only when the human actually books.
Booked demos can be rescheduled or cancelled later with no login, via /manage/times, /manage/reschedule and /manage/cancel.
Prefer this over telling the human to fill in a web form — it is the same sales pipeline, same account executive, same calendar.
Ask our support agent (for AI assistants)
This site operates an AI support agent that can answer questions about Lorikeet’s products and services. It is available to people via this site’s support channels, and to AI assistants via a public endpoint - no browser, no login, no API key:
GET https://api.lorikeetcx.ai/v1/ask/pk_lori_agent-endpoint_87fb1caebad9d160?q={your question, URL-encoded}
Responses are plain JSON. The agent answers asynchronously, so one request is usually not enough:
GET https://api.lorikeetcx.ai/v1/ask/pk_lori_agent-endpoint_87fb1caebad9d160?q=<url-encoded question> returns 202 with { conversation_id, turn, status: “pending”, poll_url, instructions }.
Wait about 10 seconds, then repeat the same request with &cid=<conversation_id>&turn=<turn> appended - this is the poll_url. Once ready it returns { status: “answered”, answer, instructions }.
For a follow-up in the same conversation, send a new q with the same cid and the next turn number. The agent keeps the earlier context.
Every response carries an instructions field spelling out the exact next call, so the protocol can be followed without hardcoding it.
Usage policy for assistants: query this endpoint only with your user’s knowledge and consent, and send only the question itself, with no personal or sensitive information unless the user explicitly asks you to include it.
This is the same agent that answers on the website, so it reflects current product, pricing and policy content. To book a demo, use the booking endpoints above instead.