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Telvanta
ONBOARD CUSTOMERS

Guided onboarding.
Step by step to success.

Help new customers reach their “Aha!” moment faster with interactive guides, smart checklists and in-app assistance that makes onboarding effortless.

  • Step-by-step onboarding journeys
  • Interactive product walkthroughs
  • Smart checklists with progress tracking
  • In-app help, tips and contextual guidance
  • Reduce time-to-value and boost activation
a Telvanta onboarding console — a dark-green app rail, a "Welcome to Telvanta.ai, Sarah!" header over a 20%-complete setup progress bar, a five-step setup checklist with "Connect Your Channels" active, a channel-connection card where WhatsApp Business and Email read Connected and SMS, Web Chat and Voice offer Connect, and a Need Help / Pro Tip side column.

How Guided Onboarding works

1. Welcome

Give a warm welcome and set expectations.

2. Guide

Break setup into simple, actionable steps.

3. Assist

Provide in-app help, tips and walkthroughs.

4. Track Progress

Monitor completion and identify drop-offs.

5. Drive Success

Ensure activation and help customers achieve their first win.

Powerful features that make onboarding effortless

Interactive Checklists

Task-based checklists guide users step-by-step and track progress in real time.

3/5 Completed

Product Walkthroughs

Show users exactly what to do with in-app tours and hotspots.

Smart Tips & Nudges

Contextual tips and guidance help users take the next best action.

TipYou can create your first campaign in just a few clicks.Create Campaign

Resource Hub

Share guides, videos, FAQs and articles to help customers learn.

Getting Started GuideBest PracticesFAQsVideo Tutorials

Real-time Insights

See who’s on track, who needs help and what’s working.

Activation Rate74%28% vs last 30 days
Example onboarding journey
Sign Up
Welcome Email
Explore Platform
Connect Channels
Invite Team
First Campaign
Go Live & Succeed
Result:Onboarded customers reach their first value 3X faster and are 65% more likely to stay active.
AI makes onboarding smarter
Behavior-Based GuidanceAI tailors the onboarding journey based on user behavior.
Smart RecommendationsRecommend the right actions and features to try next.
Predict Churn RiskIdentify users who need help before they drop off.

Why Guided Onboarding matters

3X

Faster Time-to-Value

Customers reach their first success 3X faster.

65%

Higher Activation

Boost activation rates with guided experiences.

30%

Lower Drop-off

Reduce onboarding drop-offs with smart guidance.

Higher Satisfaction

Happy customers from day one.

More Retention

Activated customers stay longer and grow more.

Guide every step.Accelerate every success.

Create onboarding experiences that turn new customers into long-term advocates.