24/7 Smart Onboarding and Product Assistant for New Users

Automate your user onboarding processes, reduce support costs, and increase user satisfaction with Palmate AI. The smartest automated product demo bot for your B2B software.

Redefine User Onboarding Processes for B2B Software

Teaching new users complex B2B software can be time-consuming and costly. It is crucial for customer loyalty and growth that users get the full value from your product from the very first moment. Traditional help articles and manual support processes often fall short, which can lead to users abandoning your platform.

Palmate AI: Your Smart Product Demo and Onboarding Assistant

Palmate is an AI assistant specially designed for your B2B software. It functions as an automated product demo bot that teaches your new users the platform step-by-step, interactively demonstrates complex features, and instantly answers "How do I do this?" questions. It fully automates your user onboarding and in-product support processes, lightening the load on your support team and accelerating user success.

Features That Revolutionize User Onboarding

Palmate AI not only provides text-based answers to your users but also guides them with visual and interactive instructions. This makes the learning process faster and more effective.

How Does Palmate AI Work?

Step 1: Upload Your Knowledge Sources

Simply upload all your existing user manuals, helpdesk articles, FAQ pages, and training documents to the Palmate platform. You don't need any coding knowledge.

Step 2: The AI Learns Automatically

Palmate AI analyzes the content you upload and learns all the features and functionalities of your product in seconds. It trains itself on potential user questions to build a comprehensive knowledge base.

Step 3: It Guides Your Users 24/7

When a new user logs into your dashboard, the Palmate AI assistant greets them. Users get instant answers to their questions asked in natural language, with text, screenshots, and interactive guidance. This ensures a seamless user onboarding experience.

What Are Our Advantages Over Competitors?

No-Code and Fast Setup

Unlike competitors, Palmate AI's integration doesn't require complex coding processes or long development times. Just upload your documents and start using it in minutes.

Proactive and Interactive Guidance

We go beyond static help widgets. Palmate simplifies complex tasks by visually indicating which step the user should take on their screen and creating interactive tours. This makes it the most effective automated product demo bot on the market.

Continuously Evolving AI

Palmate learns from every user interaction. It identifies topics it couldn't answer or where users struggled, continuously improving itself and providing you with valuable insights to enhance your product.

Cost-Effective Automation

Significantly reduce your operational costs by decreasing reliance on live support and onboarding specialists, while increasing user satisfaction and retention rates. Reduce your helpdesk tickets by up to 70%.

Frequently Asked Questions

Find the most frequently asked questions and answers about 24/7 Smart Onboarding and Product Assistant for New Users here.

How is user onboarding for software products done with AI?
B2B software companies upload all their user manuals and help articles to Palmate AI to provide an automated onboarding experience that instantly answers new users' 'How do I do this?' questions 24/7 with visual and text guidance. Palmate accelerates and personalizes the learning process by interactively showing the steps on the user's screen.
How long does it take to set up and integrate Palmate AI?
Palmate AI has a no-code structure. It becomes ready to use within minutes after you upload your existing help documents to the platform. The integration is completed with a simple code snippet that you add to your website or application.
What languages does Palmate AI support?
Palmate AI supports multiple languages, including English. It offers multilingual support for B2B software with a global user base, assisting each of your users in their own language.
Does it integrate with our existing helpdesk software?
Yes, Palmate AI can seamlessly integrate with popular helpdesk platforms like Zendesk, Intercom, and Freshdesk. This way, complex requests that the AI cannot resolve are automatically routed to your live support team.
What is the difference between Palmate AI and traditional chatbots?
Traditional chatbots usually stick to predefined scripts. Palmate AI, on the other hand, uses generative AI technology to learn from your documents and produce dynamic, context-aware responses. Its biggest difference is that instead of just answering with text, it provides a true product demo and onboarding experience by interactively showing the user 'where to click' on the screen.