FabriXAI User Guide

# Customer Onboarding Assistant for SaaS Product

The Customer Onboarding Assistant for SaaS Product is designed to help businesses create an engaging email onboarding sequence tailored for their products and target audiences. By prompting the user for essential inputs, this agent generates a series of five well-structured emails that introduce key features, share best practices, and highlight success stories. Each email includes actionable items to drive user engagement, all while personalizing the content based on user behavior and preferences. This ensures a smooth transition for new users, enhancing their experience and increasing product adoption rates.

# Getting Started

To get started, make sure you have cloned the Customer Onboarding Assistant for SaaS Product. Follow Create from Template to clone and configure your AI agent.

# Configuration Instructions

# Knowledge

You can upload .pdf or .txt files to provide the agent with tailored context that meets your specific requirements.

# User Inputs

Field Title Description Instruction
Product Name The name of the product for which onboarding emails are created. Keep it concise, ideally 1-3 words.
Target Audience Describe who the intended users of the product are. Specify demographics or use cases, ideally 7-15 words.
Benefits List the primary benefits that users can achieve with the product. Aim for 2-4 key benefits in a concise format.

# AI Models

The default model is Llama 3.1 8B Instruct, but you can explore other supported AI models as well. If needed, refine your prompts for more tailored outputs.

TIP

For more detailed instructions on configuring an AI agent, please refer to Configure AI Agent

# Sample Inputs and Output

# Sample Inputs

  • Product Name: TaskMaster
  • Target Audience: small business owners
  • Benefits: improved productivity, better task management, enhanced team collaboration

# Sample Output

Subject: Welcome to TaskMaster - Your Ultimate Productivity Partner!

Dear [User Name],

We're thrilled to welcome you to the TaskMaster community! As a small business owner, you have unique challenges, and we're here to help you tackle them with ease. TaskMaster is designed to streamline your workflow and enhance productivity. Here are some exciting features to explore:

1. Real-time task tracking to keep you focused.
2. Team collaboration tools for seamless communication.
3. Customizable dashboards to fit your needs.

Start by logging in to your account and checking out the tutorials. This is your first step toward mastering productivity!

---

Subject: Best Practices for Maximizing TaskMaster

Hi [User Name],

Congratulations on taking the first step with TaskMaster! To make the most out of your experience, we’ve compiled some best practices for effective usage:

- Utilize project templates to save time on recurring tasks.
- Set reminders for critical deadlines to stay on track.
- Collaborate with your team in real-time to enhance communication.

By applying these practices, you can boost your productivity significantly! Enjoy exploring TaskMaster.

---

Subject: Success Stories to Inspire You

Hey [User Name],

As you embark on your journey with TaskMaster, we want to share some incredible success stories from fellow small business owners:

- [Customer 1] saw a 30% increase in productivity within 3 months.
- [Customer 2] improved task delegation and reduced deadline misses by 50%.

These stories demonstrate how effective TaskMaster can be. Imagine what you could achieve!

---

Subject: Engage with Our Community!

Hi [User Name],

Did you know that you can connect with other small business owners using TaskMaster? Join our community forum to share experiences and learn from each other!

Here’s how:

1. Visit our forums and introduce yourself.
2. Share your tips or ask questions.
3. Participate in discussions on productivity.

Engage with the community and discover new ways to leverage TaskMaster for your business!

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Subject: Your Feedback Matters!

Dear [User Name],

As you’ve been using TaskMaster, we’d love to hear what you think! Your feedback helps us improve and serve you better. Please take a moment to fill out our quick survey.

Moreover, don't hesitate to explore our advanced features and how they can further benefit your productivity!

Looking forward to your insights and happy onboarding!

Best,
The TaskMaster Team

# Tips for Effective Configuration

  • Be Specific: The more specific you are with your inputs, the better the output will reflect your needs.
  • Focus on Benefits: Highlight key benefits to resonate with your target audience and motivate engagement.
  • Use Personalization: Whenever possible, personalize emails with names and user behavior to enhance connection.
  • Iterate and Refine: Don't hesitate to test different inputs and refine based on user feedback for better results.
  • Engage Continuously: Incorporate ongoing engagement prompts to maintain user interest beyond the onboarding phase.

Continue exploring our collection of Agent Templates to discover more AI agent ideas in action!