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