Your AI Onboarding Specialist

Roxels guides every new customer through product setup — explaining each screen, answering questions as they navigate, or completing the configuration on their behalf.

Your team gets a full report of what was completed, what remains, and where the customer got stuck.

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The cost of manual onboarding

Customers who don't understand your product leave.

Activation depends on timing. When customers need help at the exact right moment and your team isn't available, setup stalls. A single unanswered question can delay activation by days.

As much as teams try to make their UIs intuitive, there are always users who need extra help. The help usually comes from support in small text boxes with agents who don't have full context, or from how-to tutorials that can't adapt to what the user is actually seeing.

Meanwhile, users who never fully understand the product quietly stop logging in and retention drops before your team even notices.

  • Repetitive calls consume CS hours that could go to strategy
  • Users who don't fully grasp the product's value churn within the first 90 days
  • Customers rarely read documentation before reaching out
  • A single setup question can delay activation by days
Scenarios

What an AI Onboarding Specialist handles

The shift

What changes when Roxels handles onboarding

Built Different

Capabilities a human team member cannot match at scale

FAQ

Frequently asked questions

Got questions about Roxels? We’ve got answers.

How does Roxels work?

Your team configures a session — defining the goal, the context, and what the AI should know. The user receives a link, joins the call, and optionally shares their screen. The AI guides the conversation by voice, adapts to what the user says and shows, and produces structured documentation when the session ends.

Can Roxels complete the process for the user?

Yes. Roxels can guide users step by step while they maintain control, or handle it entirely — gathering information by voice, completing the configuration.

What languages does it support?

Roxels holds conversations in any language. The AI adapts to the language the user speaks.

Does the user need to install anything?

No. The user clicks a link and joins from their browser. Screen sharing is optional and permission-based.

What output does it produce?

Each session generates structured data that can be sent directly to your backend via webhook, or delivered as documentation: summaries, checklists, completed forms, configuration records, or tickets.

Can I customize what the AI asks and knows?

Yes. Every session is pre-configured with goals, context, and specific knowledge. Your team controls what the AI covers and how it behaves.

How is this different from a chatbot?

Roxels holds a real voice conversation and observes the user's screen in real time. It follows goals — not a rigid script. It asks follow-up questions based on what it hears and sees, and adapts the way a human expert would. It can also take control of the process when the user prefers to delegate.

What use cases are available now?

Customer Onboarding and Guided Setup & Forms. Support, HR & Training, and Discovery Calls are coming soon.

How long does a typical onboarding session take?

It depends on the complexity of your product. Most sessions run between 15 and 45 minutes. The AI adapts its pace to the user.

Can the AI handle different onboarding paths for different customer types?

Yes. Each session is pre-configured with context specific to the customer — their plan, their role, their goals. The AI adjusts what it covers accordingly.

What if the customer asks something the AI doesn't know?

The AI acknowledges the gap and flags it for your team. The question is captured in the session output so a human can follow up.

Does it replace my CS team?

It replaces the repetitive sessions — the ones where your team explains the same steps to every new customer. Your team focuses on strategic conversations, escalations, and relationship building.

How does Roxels help reduce churn?

Users who understand a product stay longer. Roxels makes sure every customer completes setup, understands each feature's purpose, and reaches their first moment of value — the point that determines whether they stay or leave.

Can Roxels complete the setup for the user?

Yes. Roxels can guide users while they maintain control, or do it entirely — gathering information by voice, completing the configuration, and sending structured data to your backend via webhook.

What types of forms can Roxels handle?

Any structured data collection: spreadsheets, registration forms, compliance questionnaires, configuration templates, checklists, and intake forms. If it has fields, Roxels can guide a user through it.

Can it handle forms with conditional logic?

Yes. The AI adjusts which questions it asks based on previous answers. If a field depends on an earlier response, the AI routes the conversation accordingly.

What if the user doesn't have all the information during the session?

The AI marks what was collected and what's still pending. The user can return later and pick up exactly where they left off.

Can Roxels fill the form without the user touching it?

Yes. Roxels gathers all information by voice, validates it in real time, and sends the completed record to your backend via webhook. The user contributes what they know. Roxels handles the structure and the submission.

Does the user see the form being filled?

The AI can walk through the form on screen with the user, or collect answers conversationally and fill the structure in the background — depending on how the session is configured.

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You have different questions?
our team will answer all your questions.
Try Roxels

What if your product could onboard clients as well as your best onboarding call?

Put your most knowledgeable person in front of every customer, simultaneously.

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