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Telvanta
FOR SAAS & TECHNOLOGY COMPANIES

Onboard Users.
Drive Activation.
Build Loyalty.
From sign-up to success.

Telvanta.ai automates personalized onboarding journeys across email, in-app, WhatsApp and SMS—so your users get the right message at the right time and reach value faster.

An onboarding performance overview — new signups, activated users, activation rate and time to activation above a users-by-channel ring, an activation funnel and the recent onboarding journeys table.

The impact you can achieve

Faster Time to ValueGuide users to their "aha" moment faster with automated nudges.
Higher Activation RatePersonalized journeys increase feature adoption and activation.
Better User RetentionEngaged users are more likely to stay and grow with your product.
Lower Support LoadAnswer common questions automatically and proactively.
Scalable CommunicationOnboard thousands of users without increasing your team size.

Key Results for SaaS & Tech*

40–60%Increase in Activation Rate
30–50%Reduction in Time to Value
20–35%Reduction in Churn Rate
2XIncrease in Feature Adoption
25–40%Reduction in Support Tickets

*Based on Telvanta.ai customer data

Multi-Channel Journeys

Engage users across email, in-app, WhatsApp, SMS and push notifications.

Personalized Messaging

Use user data to send contextual messages that feel personal.

Behavior-Based Triggers

Trigger communications based on actions (or inactions) in real time.

In-App Guidance

Deliver tooltips, walkthroughs and checklists inside your product.

Smart Timing

Send the right message based on user behavior and time zone.

Measure & Optimize

Track every step and optimize journeys for better results.

How User Onboarding Works

User Signs Up

User registers on your website or app.

Welcome Message

Send a warm welcome with next steps.

Profile & Setup

Guide users to complete profile and basic setup.

Feature Introduction

Highlight key features with in-app and email tips.

Encourage Action

Trigger users to take meaningful actions.

Activation Achieved

User reaches the "aha" moment and activates.

Engage & Retain

Continue engagement to ensure long-term value.

Popular Use Cases

Trial Onboarding

Guide trial users through setup, key features and value realization.

Free Plan Onboarding

Help free users activate and upgrade when ready.

Team Onboarding

Onboard new teams and collaborators seamlessly.

Feature Adoption

Drive adoption of advanced features and integrations.

API Onboarding

Help developers integrate and start using your API successfully.

New User Enablement

Provide tutorials, resources and best practices.

Account Verification

Verify email/phone and secure user accounts.

Re-engagement

Win back inactive users with personalized outreach.

User Onboarding Analytics

Activation Rate48.4%3.6% vs last 30 days
Time to Activation2.3 Days0.8 day vs last 30 days
Drop-off Rate (Setup)24.8%2.1% vs last 30 days
Feature Adoption Rate61.2%4.3% vs last 30 days
Churn Risk (Early)8.7%1.2% vs last 30 days

New Signups Over Time

8K6K4K2K0
May 5May 12May 19May 26Jun 2

Drop-off by Step

Email Verification17.1%
Profile Setup16.3%
Key Feature Use12.4%
Team Invite9.8%
Integration Setup6.2%

Activation by Channel

Email42%
In-App28%
WhatsApp15%
SMS10%
Other5%

Telvanta.ai helped us automate our onboarding journey and reduce time to activation by 45%. Our users reach value faster and our support team focuses on what truly matters.

Neha KapoorHead of Customer ExperienceStyleMart

Seamlessly Integrates With Your Stack

salesforceHubSpotzendeskfreshdeskSlackMicrosoft TeamsINTERCOMand more

Frequently Asked Questions

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