Check in during onboarding — not just day one
New hires and new customers often stay quiet until frustration turns into churn. One-shot forms miss the story behind early friction.
Solution Comparison
What this solution is
- Adaptive AI interviews for onboarding milestones
- Structured notes and themes after each session
- CRM-backed invites with resume support
What this solution is not
- A one-time welcome email with a star rating
- A static HR form with fixed question order
- Anonymous traffic analytics
How it works
- 1
Define goals
Describe what you want to learn at each milestone. AI drafts objectives and a blueprint you edit.
- 2
Attach audience
Import or select CRM groups for new hires or new customers. Set personalized greetings.
- 3
Publish check-ins
Send invite links or schedule waves per cohort. Each session runs as a short adaptive interview.
- 4
Review signals
Analysis groups notes by theme, sentiment, and blockers. Drill into transcripts for context.
- 5
Act and compare
Share findings with owners, then rerun the same study to compare periods or segments.
Frequently Asked Questions
Q:Can I run different questions at 30 vs 90 days?
Yes. Create separate Insight studies per milestone or clone a template and adjust objectives. Each wave keeps its own analysis history.
Q:Do participants need an account?
No. They open a branded link and chat. CRM invite links can greet them by name and resume incomplete sessions.
Q:How is this different from an NPS ping?
Scores tell you something shifted. AI moderated interviews ask follow-ups so people explain what felt unclear, slow, or missing.
Start onboarding check-ins
Create a project, configure a milestone study, and invite your first cohort.