AI for Customer Onboarding: Activate every customer, every time.
AI for customer onboarding automates welcome sequences, tracks setup progress, and ensures every new customer receives a consistent activation experience. Trilo helps customer success teams scale onboarding without sacrificing the personal touch.
How Trilo Helps
Powerful features designed for your workflow.
AI Onboarding Workflows
Automated onboarding sequences with personalized touchpoints. AI adapts the flow based on customer segment and progress.
Customer Progress Tracking
Real-time visibility into every customer's onboarding status. AI flags stalled customers before they churn.
Personalized Communication
AI drafts onboarding emails and check-ins personalized to each customer's use case and progress.
Onboarding Playbook
Standardized onboarding playbooks that AI helps execute consistently for every customer.
The Results
Real outcomes from teams using Trilo.
Faster Activation
Automated workflows and proactive communication get customers to value faster.
Full Visibility
Every customer's onboarding progress visible in real time. No hidden drop-offs.
Consistent Experience
Every customer gets the same high-quality onboarding regardless of CS rep.
Ready to transform your workflow?
Join thousands of teams using Trilo to work smarter, not harder.