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Zephlo for Onboarding

Users describe goals. Zephlo does the rest.

Conversational onboarding that configures your product directly in the user’s browser. No API integrations. No credential storage. No 12-step setup wizard. Activation happens in the first session, not the third.

app.acme.com/welcome LIVE
Acme
Get started
Pipelines
Team
Settings
Getting started
Create workspace
Name, team size, defaults
Pending
Invite teammates
From your email domain
Pending
Connect HubSpot
Two-way CRM sync
Finish setup
ZEPHLO AGENT
We’re a 12-person sales team, we use HubSpot.
Welcome! Setting up a sales workspace for 12 now.
create_workspace("sales")
invite_members(11)
enable("hubspot")
You’re set — 11 invites out, HubSpot connected. Want me to create your first pipeline?
Ask anything, or ask for anything…
Sign-up to activated in 2 minutes · Tools run client-side
01 — WHAT IT DOES

Your frontend is the integration layer.

All the integration happens in your existing frontend. The Agent works through the user’s live session, so the permissions, roles, and safety checks you’ve already built into your platform apply to every action — nothing new to wire up, nothing to keep in sync.

Zero integration overhead

Define tools, not API connections. No OAuth flows, no credential management, no months of engineering. Most teams ship onboarding in under a week.

Nothing leaves the browser

Tools run in the user’s own session with their existing permissions. Zephlo never sees passwords, tokens, or session cookies — your security review gets a lot shorter.

Chat from anywhere

Web widget, WhatsApp, Telegram, mobile SDK. Users can start onboarding on their phone and finish it on their laptop without losing context.

Personalized to each user

The Agent adapts to what each user is actually trying to do — not a generic tour. A solo founder gets a different setup than a 50-person sales team, automatically.

Watch it happen, live

Users see their workspace configure itself in real time as they chat. No black-box automation — every action is visible, narrated, and can be paused.

Clean human escalation

When intent is complex or trust matters, the Agent hands off to your team with full context — what they tried, where they got stuck, what’s next.

02 — HOW IT WORKS

From sign-up to activation in one conversation.

  1. 01

    User signs up

    They land on your post-signup screen. The Zephlo widget greets them by name and asks what they’re hoping to accomplish.

  2. 02

    Agent listens for intent

    Plain-language conversation. The Agent learns the user’s goal — their team size, their integrations, their first job-to-be-done — and picks the right setup path.

  3. 03

    Tools execute in-browser

    Workspace creation, teammate invites, integration toggles, default preferences — all performed client-side using the user’s own session. They watch it happen.

  4. 04

    User hits activation

    By the end of the conversation, they’ve done the thing they signed up to do. No tutorial backlog, no support ticket, no second-day return needed.

03 — THE OUTCOME

Activated users. No hand-holding.

Zephlo turns your setup wizard into a 2-minute conversation. Users describe their goal, watch their account configure itself, and start using your product before they’ve finished their coffee.

  • Higher activation in the first session, every session
  • Onboarding-related support tickets cut dramatically
  • Personalized to each user’s goal — no generic walkthrough
  • Works across web, mobile, and messaging channels
  • Live in days, not months — no backend changes required

End the setup wizard.

Drop in the widget. Define your tools. Watch users hit activation in their first session.

We’ll respond within 24 hours. No spam, ever.