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🎓 Create AI Self-Serve Onboarding with In-Portal Tutorials with AI

Self-serve customer onboarding portal with embedded video tutorials, interactive walkthroughs, and an AI concierge for stuck customers.
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v1

01 / Foundation - roots anchor data

AI Self-Serve Onboarding with In-Portal Tutorials

Self-serve customer onboarding portal with embedded video tutorials, interactive walkthroughs, and an AI concierge for stuck customers.

Start with AI
// roots anchor data · the workspace remembers · reflexes emerge

For PLG SaaS, the onboarding portal isn't a CSM hand-off — it's the only thing standing between signup and activation. This portal embeds video tutorials, interactive walkthroughs, and an AI concierge to help stuck customers without a support ticket.

What's Included

  • Video Library: Embedded tutorials per use case (not 1 generic '120-minute tour')
  • Interactive Walkthroughs: Click-to-trigger overlays on your real product
  • AI Concierge: Answers questions about your product using your docs + KB
  • Progress Tracker: Customer sees their own activation %; CSM dashboard sees aggregate
  • Stuck Detector: Customer inactive for 7 days → automated outreach with a 'where can we help?' offer

How To Use

  1. Clone this template
  2. Upload your tutorial videos + product docs to Memory
  3. Embed the portal at yourapp.com/welcome post-signup
  4. The AI concierge handles 80% of new-customer questions automatically

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