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How to Use AI for Onboarding: 8 Tools to Boost Retention

How to Use AI for Onboarding: 8 Tools to Boost Retention

Nobody likes being the new kid at school, and nobody likes being a new user in an app.

That's why smart companies are bringing AI to the onboarding party – playing digital tour guide to ensure new users don't rage-quit before they've even started.

From predicting behavior to crafting dynamic tutorials, AI is helping development teams strike that elusive balance between innovation and usability – all while driving the metrics that matter: retention, engagement, and ROI.

Let's break down the key trends and tools reshaping modern onboarding.

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Trends and Developments Harnessing AI Tools in Mobile App Onboarding

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1. Personalization with AI

Dynamically adapt to each user's unique journey. Predictive AI analyzes behavior patterns, device types, and prior interactions to suggest relevant content and features in real-time. As users navigate the app, these dynamic flows evolve automatically, making the experience feel personally crafted from the first interaction.

  • Tool Example: CleverTap – Known for delivering personalized user journeys, CleverTap's AI engine triggers personalized onboarding flows to engage users effectively at each touchpoint.
  • G2 Review Insight: CleverTap scores 4.6/5, with users praising the platform's ability to boost engagement through behavior-based notifications.
  • Case Study: A mobile gaming app using CleverTap’s AI-powered segmentation improved onboarding completion rates by 25% by sending personalized in-app messages at optimal moments.

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2. Automated In-App Guidance

Integrating chatbots and virtual assistants reduces friction by offering on-demand help during onboarding. AI-driven automation ensures that users are guided seamlessly, leading to faster adoption.

  • Key Features: Tools like AI-powered chatbots answer FAQs, while in-app guides adjust based on the user's progress. Virtual assistants can initiate conversations to nudge users who seem stuck.
  • Tool Example: Intercom – Specializes in onboarding chatbots that engage users and automate responses to common questions.
  • G2 Review Insight: Intercom scores 4.4/5, with users commending the tool for improving customer experience through automated, personalized conversations.
  • Case Study: A SaaS company implemented Intercom chatbots during onboarding, resulting in a 30% increase in feature adoption within the first week.

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3. Behavioral Analytics for Onboarding Optimization

AI-driven behavioral analytics capture user patterns to identify bottlenecks, providing insights to refine onboarding flows. This intelligent observability offers actionable feedback to prevent drop-offs and improve long-term engagement.

  • Key Features: Heatmaps and journey analytics highlight problem areas, and automated reports suggest improvements. AI also predicts drop-off points and enables proactive interventions.
  • Tool Examples: Pendo and Whatfix – Both platforms offer analytics-powered in-app tutorials, walkthroughs, and recommendations.
  • G2 Review Insights:some text
    • Pendo: Rated 4.5/5, with users highlighting its ability to improve UX through in-depth behavioral insights.
    • Whatfix: Rated 4.6/5, praised for intuitive tutorials and ease of implementation.
  • Case Study: A financial services app implemented Whatfix’s onboarding flows, reducing drop-offs by 20% and enhancing user satisfaction with personalized walkthroughs.

In today’s competitive landscape, integrating AI in onboarding isn’t a luxury—it’s a game-changer for driving engagement, reducing churn, and scaling efficiently.

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How to Choose the Right AI Tools for Onboarding Success

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Understanding the key players in the user onboarding space helps set the stage, but selecting the right tools can be challenging. Developers need AI-powered solutions that not only align with business objectives but also deliver seamless, personalized onboarding experiences at scale. The ideal tools should integrate smoothly into existing workflows and offer actionable insights, enabling product teams to iterate quickly and meet user expectations.

Below are our top AI tool picks and how to best use them to leverage your app. 

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Top AI Tool Picks to Optimize User Onboarding

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1. Chat GPT (OpenAi)

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ChatGPT for ai onboarding

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  • Features: Provides conversational bots that offer real-time onboarding support, answer user queries, and deliver step-by-step guidance within mobile apps.‍
  • G2 Reviews: Users recommend ChatGPT for its versatility and ease of integration into various platforms. It’s also praised for reducing manual workload. However, some users report occasional interface crashes, delays in response times, and the potential for “hallucinated” (incorrect) outputs.‍‍
  • Case Study: Khan Academy integrated ChatGPT-powered bots to offer real-time support to students, resulting in smoother onboarding and reduced wait times for assistance.

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2. Google AI (Gemini)

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Gemini for AI onboarding

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  • Features: Leverages predictive models to anticipate user behavior and recommend the most relevant onboarding steps or tutorials. It dynamically adapts the experience based on user needs.
  • G2 Reviews: Gemini AI receives high marks for delivering personalized onboarding experiences and predictive accuracy. However, because it is relatively new, reviews are still emerging, and practical usage feedback is limited.
  • Case Study: A retail app used Gemini AI to optimize its onboarding journey, boosting conversions by 15% by offering real-time, tailored product tutorials and suggestions.

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3. Dovetail

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Dovetail for ai onboarding

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  • Features: Collects user feedback throughout the onboarding process, helping product teams identify and refine friction points quickly. Offers deep analytics on user sentiment and experience.
  • G2 Reviews: Users highlight Dovetail’s effectiveness in gathering actionable insights and fostering data-driven decision-making. A mentioned drawback of this tool is the steep learning curve for some analytics features.
  • Case Study: Canva used Dovetail to analyze user feedback during onboarding, enabling them to remove unnecessary steps and reduce user drop-offs by 20%.

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4. Intercom

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Intercom for AI onboarding

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  • Features: Automates the delivery of onboarding instructions, handles user queries in real-time, and offers AI-driven follow-ups to keep users engaged throughout the process.
  • G2 Reviews: Customers appreciate Intercom Fin AI’s scalability, noting its ability to reduce support ticket volume significantly. However, some note that the initial setup can be complex.
  • Case Study: Bank of Ireland used Intercom Fin AI to onboard new app users, reducing onboarding time by 30% while maintaining high customer satisfaction scores.

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5. Devin AI

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Devin AI for AI onboarding

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  • Features: Uses AI to predict and identify user struggles in real-time, enabling teams to make immediate adjustments to onboarding flows. It balances usability with innovation to deliver seamless user transitions.
  • G2 Reviews: Known for its predictive capabilities, Devin.ai receives praise for helping product teams act proactively and resolve friction points efficiently. Users noted to have faced occasional issues with integration into legacy systems.
  • Case Study: A healthcare app used Devin.ai to monitor onboarding, identifying and eliminating drop-off points, resulting in a 40% reduction in churn within the first 30 days.

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6. CleverTap

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CleverTap for AI onboarding

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Features: CleverTap offers AI-powered personalization to adapt onboarding flows to individual user behavior, improving retention through real-time engagement. Its powerful segmentation tools create targeted experiences across touchpoints with push notifications, in-app messages, and email campaigns.
G2 Reviews: Users praise CleverTap for its versatility in engagement campaigns and behavior-based segmentation. Some reviews mention occasional challenges with its analytics dashboards and reporting clarity.
Case Study: A mobile gaming app using CleverTap improved onboarding completion by 25% by delivering personalized in-app messages at key moments.

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7. Pendo

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Pendo for AI onboarding

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Features: Pendo enables businesses to optimize product adoption through in-app guides, walkthroughs, and behavioral analytics. It supports user feedback collection and provides actionable insights to refine onboarding flows. Pendo excels in product-led growth strategies, helping teams increase feature adoption.
G2 Reviews: Pendo is well-regarded for its easy-to-use analytics and in-app tutorials, though some users report integration challenges with complex tech stacks.
Case Study: An enterprise SaaS product used Pendo to enhance onboarding flows, leading to a 30% increase in feature adoption within the first 60 days.

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8. Whatfix

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Whatfix for AI onboarding

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Features: Whatfix specializes in Digital Adoption Platforms (DAPs), offering interactive walkthroughs and personalized user guidance. It supports onboarding with in-app help and performance tracking, enabling faster software adoption and reduced support costs.
G2 Reviews: Users highlight Whatfix’s ease of implementation and powerful in-app guidance features. However, some users gave feedback that the interface could be more intuitive.
Case Study: A financial services app leveraged Whatfix’s onboarding guidance, reducing user drop-offs by 20% and improving overall user satisfaction.

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By predicting user behavior, automating personalized flows, and eliminating friction points, AI allows enterprises to deliver onboarding experiences that feel effortless and intuitive. 

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Conclusion

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AI-powered onboarding is revolutionizing how mobile apps engage users by providing seamless, personalized experiences. From predictive behavior models to real-time chatbots, enterprise observability tailors onboarding flows, automates guidance, and optimizes journeys based on behavioral analytics. The integration of AI also ensures apps remain scalable, balancing innovation with usability to meet user expectations efficiently.  

In today’s competitive mobile landscape, leveraging AI isn’t just a trend—it’s a strategic imperative for creating onboarding experiences that captivate users from the start and sustain long-term engagement. 

The future belongs to teams that harness AI to drive both innovation and retention.

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