SYSTEM ARCHITECTURE
Event-driven, state-aware workflows that autonomously guide accounts through the post-signup lifecycle.
The SaaS team had grown to 200 monthly signups and a manual onboarding process was holding them back. Customer success was emailing each new account, manually walking them through setup, chasing missing information, and tracking onboarding status in a spreadsheet.
The drop-off rate during onboarding was 38%.
They needed an agentic system that could autonomously handle the standard onboarding sequence, detect stuck accounts, and route the right escalations to the right humans.
Runs the master onboarding state machine.
Stripe (subscription created), Auth0 (account created), product webhooks.
Knows where each customer is in the flow and acts accordingly.
AI-generated by plan, vertical, team size.
Flags accounts stuck longer than the configured threshold.
Flagged accounts to the right CS rep with full context.
Classifies tickets, attaches account state, routes to the right queue.
Onboarding funnel by stage, drop-off points, SLA breaches.
n8nStripe APIAuth0 webhooks
HubSpotHelpdesk APIsSlack
OpenAI
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