Zen is an AI onboarding agent that works directly with your customers. It understands what they need to accomplish, sees their screen, guides them through your product, and escalates to your team when something genuinely needs a human.
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Different use cases, different technical setups, different timezones. There is no single onboarding flow that works for all of them, but your team doesn't have the bandwidth to run a custom process for each one.
Every question, every walkthrough, every stuck moment routes back to a human. Your best people spend their time repeating the same sessions instead of working the accounts that actually need strategic attention.
They hit a step they can't get past and go quiet. Your team follows up days later. By then, momentum is gone, and the window to activate them has closed.
Zen works directly with your customers. It understands what they need to accomplish, sees their screen, guides them through the work, and escalates to your team when something genuinely needs a human.
Zen starts every session by understanding the customer's goals, their setup, and what they're trying to achieve. No fixed script. It builds a tailored plan for each customer based on their actual situation.
With one click the customer shares their screen. Zen reads the live UI, knows exactly which step they're on, and never gives generic instructions that don't match what's in front of them.
Zen highlights the exact button, explains why it matters, and waits. If the customer takes a wrong turn, it course-corrects in real time instead of letting them stall.
Contract questions, custom pricing, edge-case bugs. Zen recognises what it shouldn't answer, hands over to your team with the full session context attached, and keeps the customer informed.
"We're a 12-clinic group moving off spreadsheets."
I can see the Integrations tab — click Connect next to QuickBooks.
"Can we get an enterprise SSO add-on this quarter?"
Full transcript, screen recording and 7 completed steps attached.
Zen handles the sessions. Your team keeps full visibility into what's happening: which customers are progressing, where they're getting stuck, and what needs a human to step in.
See exactly where every customer is in their onboarding. What they've completed, where they got stuck, and which accounts need your team's attention, without asking.
Open the Admin HubBased on the session reports, users are consistently dropping off at the "Sync CRM" step because they can't find their provider in the main list. Moving the most popular CRM logos to the top of the gallery would speed up the connection process.
3 customers this week asked about custom invoice templates — not covered by your docs.
Every question Zen couldn't answer and every blocker it couldn't clear is captured and routed to your team, with full context, so your people can act immediately.
See escalationsUpload your existing training videos, help docs, and/or connect your knowledge base. Zen learns your product instantly and uses that knowledge in every customer session.
Describe your onboarding milestones in plain English. Zen turns them into an adaptive plan it can re-order for each customer.
Run Zen against your own product with real edge cases. Review transcripts, correct answers inline, and Zen updates instantly.
Drop in one script tag or share a session link. Zen starts running sessions the same day — in 30+ languages, around the clock.
Drop files here
<script
src="https://cdn.getzen.ai/zen.js"
data-agent="zen-onboarding"
data-key="pk_live_9f2c...">
</script>One tag. No customer download required.
Zen runs live setup sessions for every customer, 24/7. It sees their screen, walks them through configuration step by step, and keeps them moving until they're fully set up.
Zen's overlay travels with customers across your app and the tools they connect to it. Complex cross-app setup becomes self-service, with no CS call required.
Every customer gets set up the moment they're ready, in their language, in their timezone. No scheduling delays, no waiting for business hours, no coverage gaps.
Customers who complete setup immediately are far more likely to stay. Zen closes the gap between sign-up and first value without any team intervention.
Zen walks customers through OAuth screens, API keys and field mapping in third-party tools — without your engineers on the call.
When a connection fails, Zen reads the error, explains it in plain language and walks the customer to the fix.
Zen validates each mapping against your schema so bad data never lands in production.
Every unsupported request is logged and summarised for your product team.
Zen tracks milestones across weeks, chases owners and keeps the plan current without a project manager.
Zen guides customers through exports, template formatting and dry-run imports, catching errors before they commit.
Automatic status summaries after every session, sent to the account owner and the customer's champion.
Your solutions team only joins for the genuinely complex decisions — with full context already gathered.
Zen runs an on-demand session for each new seat, so knowledge doesn't stop at the champion.
Update the knowledge base and Zen teaches the new flow from the next session onward.
Zen checks understanding with short in-product tasks and reports who is actually ready to go live.
The same "how do I…" question gets answered in-product, in context, at the moment it comes up.
Most teams are live within a week. You upload your existing docs and videos, outline your onboarding milestones, run a few test scenarios, and launch.
No. Zen runs in the browser. Customers click a link or the in-app widget and the session starts immediately.
The customer explicitly starts screen sharing and can stop at any time. Zen reads the shared view only for the duration of the session, and sensitive fields are masked before anything is stored.
Any web-based product. Zen is especially strong for multi-step configuration, integrations and data migration flows.
Zen is SOC 2 Type 2 aligned, encrypts data in transit and at rest, and never uses your customer data to train foundation models. Human-in-the-loop review is available on every session.
See how Zen could handle your existing onboarding process.