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AI-enhanced SaaS onboarding — B2B team collaboration
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Connectors · 6
Delivery
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Design
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Pushing to 3 destinations
AI-enhanced SaaS onboarding — B2B team collaboration
4 lanes
5 steps
13 elements
LANE / STEP
01
Initial contact
02
Sign up
03
Activation
04
Adoption
05
Health
◐
Customer
Actions
◆
Admin receives trial invite
◆
Signs up with work email
◆
Invites first 3 teammates
◑
Web / App UI
Touchpoints
◇
Landing with 'Free trial' CTA
◇
Sign-up form, role detection
◇
Role-based product tour
◇
CS alert: high-value account
Line of interaction
✦
AI Services
AI Capability
✦
Tags account by industry & size
✦
Personalizes tour from signals
✦
AI lead scoring & routing
Line of visibility
▣
Backstage
Data & gov
▣
User DB — account created
▦
Marketing sends welcome email
✓
Reviews AI scoring quarterly
Integrations
connected · 6 of 6 tools
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6 connected
Push PRDs, tickets & insights
Push to tools
Destinations
J
Jira
Delivery
Connected
Pushing 12 tickets…
Synced · 14:03
C
Confluence
Docs
Connected
Publishing PRD…
Synced · 14:03
D
Datadog
Monitoring
Connected
Feeding metrics…
Synced · 14:03
M
Miro
Design
Connected
F
Figma
Design
Connected
H
HubSpot
CRM
Connected
Push history
PRD
Auto-published
→
Confluence
14:03
TICKETS
12 + acceptance criteria
→
Jira
14:03
RISK
Hotspot metrics
→
Datadog
14:03
PRD
→
Confluence
TICKETS + AC
→
Jira
RISK METRICS
→
Datadog
08 / USP
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