Concierge

New User Welcome Flow

Generic onboarding wizards get skipped. Your concierge doesn't. It asks what each user is trying to accomplish, then routes them to the feature, tutorial, or resource that gets them there. High-intent users get flagged for your team. Everyone else finds value faster.

1

Paste your form URL

We analyze the page—and the rest of your site—to understand what your company does, how you talk about it, and what makes you different. Your concierge gets branded with your logo and colors, and speaks in your voice from the start.

No credit card required

2

Customize with natural language

Tell your concierge what to do—in plain English (or any other language). Add logic, require certain questions, or guide users to different destinations based on their answers.

Add conditional logic

If they're a developer, skip the non-technical product questions

If they mention they're evaluating alternatives, ask what they're comparing us to

Add mandatory questions

Always ask what they're trying to accomplish in their first week

Ask how they heard about us before routing them

Guide users based on their answers

If they want analytics, guide them to the dashboard tutorial

If they're a team admin, direct them to the team setup guide

3

Add automations

Connect your concierge to Slack, your CRM, or any API—using the same natural language interface.

Example automations

Send a message to #new-signups with their use case and company size

Create a HubSpot contact tagged with their primary goal

Trigger a Calendly link for users who want a demo

Slack
HubSpot
Calendly
+Any API

Embed your concierge

Choose from 7 embed options—popup, slider, inline, full-page, and more—or use the MCP to build it directly into your app.

Build with AI-assisted code

Use the Perspective MCP Server to replace your current onboarding wizard with an intelligent concierge—directly from Claude Code, Cursor, or Windsurf.
Explore the MCP Server

Experience a new user welcome flow concierge