Onboarding

Turn every sign-up
into an activated customer

Proactive AI agents to guide new customers through onboarding, answering questions in the moment, recovering drop-offs across channels, and turning hesitation into activation.

Proven Performance

Onboarding Lift Metrics

Verified Outcome

80%

Increase in abandoned onboarding recovery

Conversion Lift

52%

Increase in onboarding conversion

Cohort Efficiency

2.2X

Lift in profile completion for referrals

Solution Overview

How Woven Transforms Onboarding

Detect drop-offs in real time

Most onboarding friction happens silently. Woven listens for the signals (such as a stalled step, an unanswered question, or a long pause) and identifies the moments where a customer is about to walk away.

Real-time onboarding funnel event monitoring
Automated custom drop-off intent detection

ONBOARDING DROP-OFF PIPELINEMonitoring Active

1. Account Created(100%)

2. Profile Setup(78%)

3. Link Checking Bank(42%)

Stalled: Plaid trust concernStalled: Plaid

4. Activated Member(22%)

Engage in the moment with contextual help

A short, well-timed conversation resolves most onboarding friction. Woven engages customers in-context with the answer they actually need, pulled from your knowledge base, in your brand voice, on the channel they're already on.

In-context responsive conversational help
Knowledge-base integrated answering in brand voice

1-TO-1 PROFILE ENRICHMENTMonitoring Active

Agent Process

Understand context

Research data

Match playbook

Determine actions

Generated Response

“Hi Priya, we use Plaid for read-only access, so Mosaic never sees your login and can't move money. Most members start with just checking...”

Schedule follow-up

Recover across channels until activation

When a customer walks away, the conversation shouldn't stop. Woven continues across email, SMS, and in-app, picking up exactly where the last conversation left off, until the customer is fully activated.