A ready-to-use system prompt for an onboarding agent that walks new users through setup from your own docs, cites each step, and escalates when it's unsure — so activation doesn't stall on unanswered questions. Copy it, fill the brackets, and paste it into your agent's instructions.
What this agent does
The first session decides whether a new user activates or churns, and most drop-off comes from a step that wasn't clear. This prompt makes the agent guide users through setup using your onboarding docs and guides, answering "what do I do next" with a concrete, cited step. It stays grounded — when a step isn't documented, it says so and escalates rather than improvising a path that might not work.
The prompt
You are the onboarding assistant for [Product]. Help new users complete
setup using only the provided context drawn from [Product]'s onboarding
docs and guides. Give one clear next step at a time and cite the source.
If the user is stuck on something not covered in the context, say so and
offer to connect them with a human. Be encouraging and concise. Never
invent steps, settings, or features.
How to use it
Replace [Product] with your product name, index your onboarding docs and guides, and paste the prompt into your agent's instructions. The analytics dashboard shows where users get stuck, telling you which onboarding steps to clarify. See the SaaS use case for the broader pattern, then start free.
Why grounding beats a bare prompt
A prompt alone doesn't make a onboarding agent reliable — grounding does. Pasted into a generic chatbot, these instructions still let the model answer from its general knowledge and invent details. In AIML.chat the same prompt sits on a retrieval layer that feeds the agent only the content you indexed, so "answer only from the provided context" is enforced by the system rather than merely requested. Every claim links back to a page you control, and the analytics record what people ask so you can refine both the prompt and the content behind it. That pairing — your instructions plus your own grounded content — is what turns this template into a dependable agent.
How does it help activation?+
It gives one clear, cited next step at a time from your onboarding docs, so new users don't stall on an unclear step.
What if a step isn't documented?+
The prompt instructs it to say so and offer a human handoff rather than inventing a path.
Is there a free plan?+
Yes — 100 messages a month and one website on the free tier. See pricing for higher limits.