AI-Powered Onboarding Assistant

Problem Statement

A B2B SaaS tool has a 40% drop-off during onboarding. Users get overwhelmed by features and don't reach their 'aha moment.' The team wants to build an AI assistant that guides users based on their role and goals.

Scope

• •Map the current onboarding funnel and identify drop-off points
• •Design conversation flows for 3 user personas
• •Write system prompts for the onboarding assistant
• •Define success metrics (activation rate, time-to-value)
• •Create a testing plan for the assistant

Evaluation Rubric

• •User research depth and persona quality
• •Conversation design quality
• •Prompt engineering effectiveness
• •Metrics definition and measurement plan
• •Consideration of edge cases and failures