At the core
Practical strategies for product adoption, customer success and building AI-native experiences. Plus in-depth software reviews.
Shopify App Onboarding: A 7-Step Guide for Getting Merchants Set Up (2026)
A 7-step guide for Shopify app and ecommerce software companies: how to get merchants set up after install, from the theme and catalog to integrations and going live.
Legal Software Onboarding: A 7-Step Guide for Getting Law Firms Set Up (2026)
A 7-step guide for legal software companies: how to get attorneys, paralegals and billing staff set up, from matter migration and permissions to templates and billing.
Accounting and Practice Management Software Onboarding: A 7-Step Guide for Getting Firms Set Up (2026)
A 7-step guide for accounting and practice management software companies: how to get accountants, bookkeepers and firm staff set up, from client imports to ledger connections and workflows.
Real Estate and Property Management Software Onboarding: A 7-Step Guide for Getting Customers Set Up (2026)
A 7-step guide for real estate and property management software companies: how to get property managers, agents and title teams set up, from properties and bank connections to portals.
Trades and Field Service Software Onboarding: A 7-Step Guide for Getting Customers Set Up (2026)
A 7-step guide for trades and field service software companies: how to get tradies, office staff and technicians set up, from price lists and quotes to scheduling and payments.
Construction Software Onboarding: A 7-Step Guide for Getting Customers Set Up (2026)
A 7-step guide for construction software companies: how to get builders, estimators and site teams set up, from price lists and estimates to job costing and accounting.
Customer Onboarding Automation: What to Automate and How
Customer onboarding automation is the use of software to move new customers from signed contract to working product without a human running every step. It spans simple tools like welcome email sequences and checklists, in-app flows like product tours, and, most recently, AI onboarding agents that run live setup sessions with customers. The right question is not whether to automate onboarding but which parts, with what, and where a human still belongs.
What Is an AI Implementation Agent? How It Works
An AI implementation agent is software that runs the implementation phase of a new software purchase directly with the customer. It guides account setup and configuration, connects integrations, moves data in, and trains the first users, working from the customer's real screen rather than a checklist. In enterprise software, "implementation" is the stretch between a signed contract and a working system. That stretch is where an implementation agent does its work.