SaaS Onboarding Chatbot Template
Guide new users through setup and first value with an AI assistant trained on your product documentation.
How it works
Train the chatbot on your product docs, getting-started guides, and API documentation. New users get instant answers to setup questions without waiting for support. The AI walks them through configuration, explains features in context, and reduces churn from poor onboarding.
Sample conversations
How do I get started?
How do I connect my Shopify store?
Where do I find the API key?
How do I invite team members?
What does the Pro plan include?
Can I import data from my old tool?
What this template includes
Product documentation-powered answers
Step-by-step setup guidance
Feature explanation in context
API documentation support
Plan comparison and upgrade guidance
Migration and import assistance
Key benefits
Example system prompt
Customize this prompt with your company name, tone, and specific instructions. Chatsy lets you edit the system prompt for any chatbot.
Implementation guide
Upload your complete product documentation, getting-started guides, API reference, and changelog. Structure your content by user journey stage: account creation, first integration, core feature setup, and advanced configuration. The AI should mirror the logical order your best onboarding specialist would follow when walking a new user through setup.
Mapping the Critical Path to Value
Identify your product activation metric — the action that correlates with long-term retention (e.g., sending the first campaign, connecting a data source, inviting a teammate). Configure the AI to guide users toward this milestone within their first session. When users ask general questions, the AI should answer and then gently redirect toward the next step in the activation path. This turns a reactive FAQ bot into a proactive onboarding coach.
Handling Technical Setup Questions
For developer-facing products, upload API documentation, code examples, and integration guides. The AI excels at explaining authentication flows, walking through endpoint parameters, and suggesting code snippets from your docs. Configure separate system prompt variations for technical and non-technical users if your product serves both audiences. Track which documentation pages generate the most chatbot queries to identify content that needs improvement.
Expected results
Best for
Frequently asked questions
Can it guide users through multi-step processes?
Yes. The AI breaks down complex setup workflows into step-by-step instructions based on your documentation. Users can ask follow-up questions at each step.
Does it work with API documentation?
Yes. Upload or crawl your API docs and the AI can answer developer questions about endpoints, authentication, and code examples.
Can the chatbot adapt to different user roles?
Yes. You can configure the template to ask about the user's role during onboarding and tailor the guidance, feature highlights, and setup steps accordingly.