ResourcesGuides, tools and templates for onboarding and success.
Everything we’ve written to help SaaS teams get new users to value and keep them there, in one place. The tools are free and run in your browser.
Onboarding
- AI onboarding: New users say what to set up, and an AI onboarding agent does it in your product.
- AI onboarding specialist: The hands-on part of an onboarding specialist’s job, for every new user.
- Customer onboarding software: The process stage by stage, what you can automate and the kinds of software.
- User onboarding guide: The onboarding flow step by step, the kinds of help and the metrics to track.
- In-app guidance: Tooltips, tours, checklists, embedded help and in-app AI agents compared.
Customer success and support
- AI for customer success: An AI customer success agent in your product, and what stays with your CSMs.
- Digital customer success: Tech-touch and scaled customer success, and hands-on help for every account.
- AI support agent: Support that does the steps in your app, and hands the rest to your team.
- Ticket deflection: The deflection rate, how to work it out, and which tickets can be deflected.
Free tools
- Activation rate calculator: Your activation rate, the gap to a target and what each point is worth.
- Trial-to-paid conversion calculator: Your conversion rate and what each extra point adds in monthly revenue.
- Time to value calculator: Time from sign-up to first value, and the hours fewer steps give back.
- Support ticket cost calculator: What “how do I” tickets cost you a month and a year.
Templates
- User onboarding checklist: 21 checks across five stages, from sign-up to habit.
- SaaS onboarding flow template: Six stages with the questions to answer at each.
By kind of app
- AI assistant for CRM software: What CRM users can ask for, with every benchmark request in Twenty.
- AI assistant for project management: What project tool users can ask for, with every request in Plane.
- AI assistant for scheduling software: What scheduling users can ask for, with every request in Cal.com.
More on the blog, and proof of how Stiro does in apps it has never seen on the benchmark.
Resource questions.
Are these tools and templates free?
Yes. The calculators run in your browser and nothing you type leaves it. The templates are free to copy and use with any product.
What is Stiro?
Stiro is an AI onboarding and customer success agent for SaaS and web apps. You add one script tag, and your users say what they need in plain words. It does the steps in your real interface while they watch, and hands anything that sends, spends or deletes back to them.
Where do I start?
If new users drop before they get value, start with the user onboarding guide and the activation rate calculator. If your team spends its days on “how do I” questions, start with the support ticket cost calculator and the AI support agent guide.
Let your users just ask.
Stiro does the steps in your app for your users. One script tag, 50 runs a month free, no card.