Lightning round: In-app onboarding with an AI-first mindset
Description
RF-SMART | Even your Copilot needs a captain: Observing, measuring, and improving AI agents
Enterprise software implementation used to mean consultants, SOWs, and long timelines. RF-Smart replaced that with interactive guides and self-serve tooling—cutting configuration time dramatically while giving customers the flexibility they expect.
But that was only the beginning. The real shift came when RF-Smart introduced AI agents into onboarding, not as magic, but as specialized team members that need measurement, management, and continuous improvement just like humans do.
Here's what they discovered: by tracking AI agent actions alongside human responses, they uncovered patterns in implementation success we'd never seen before. Friction points that traditional analytics missed. A new dimension of product data that measures not just what users do, but how effectively humans and AI collaborate.
You'll learn:
- How to evolve from consultant-led to self-serve implementation without sacrificing enterprise flexibility
- Why AI agents need the same measurement rigor as human users
- What tracking human-AI collaboration reveals about onboarding success
Verizon Connect | The first 30 days: How Verizon Connect cracked early engagement signals
Stop losing new customers just because they didn’t know where to start. For many SaaS products, the first 30 days are make-or-break. If users don’t engage early, churn isn’t far behind, impacting both your metrics and your margins.
At Verizon Connect, we used behavioral data to identify what early behaviors actually predict long-term user engagement.
Through regression analysis on onboarding data, we discovered the hidden truth: it’s not just what customers do, it’s how often they do it. The number of days a user is active in their first 30 days turned out to be the strongest predictor of long-term engagement, followed by usage of key “Aha!” features. We turned those insights into action by developing new onboarding KPIs, dashboards, and targeted campaigns using in-app messages, emails, and proactive support to keep customers moving.
Join this session to learn how to translate product data into a churn-busting, growth-driving onboarding strategy for your products.