Onboarding

Turn every sign-up
into an activated customer

Proactive AI agents to guide new customers through onboarding, answering questions in the moment, recovering drop-offs across channels, and turning hesitation into activation.

Proven Performance

Onboarding Lift Metrics

80%
Increase in abandoned onboarding recovery
52%
Increase in onboarding conversion
2.2X
Lift in profile completion for referrals

Solution Overview

How Woven Transforms Onboarding

Detect drop-offs in real time

Most onboarding friction happens silently. Woven listens for the signals (such as a stalled step, an unanswered question, or a long pause) and identifies the moments where a customer is about to walk away.

ONBOARDING DROP-OFF PIPELINEMonitoring Active

1. Account Created(100%)
2. Profile Setup(78%)
3. Link Checking Bank(42%)Stalled: Plaid trust concernStalled: Plaid
4. Activated Member(22%)

Engage in the moment with contextual help

A short, well-timed conversation resolves most onboarding friction. Woven engages customers in-context with the answer they actually need, pulled from your knowledge base, in your brand voice, on the channel they're already on.

1-TO-1 PROFILE ENRICHMENTMonitoring Active

Agent Process

1Understand context
2Research data
3Match playbook
4Determine actions

Generated Response

“Hi Priya, we use Plaid for read-only access, so Mosaic never sees your login and can't move money. Most members start with just checking...”

Schedule follow-up

Recover across channels until activation

When a customer walks away, the conversation shouldn't stop. Woven continues across email, SMS, and in-app, picking up exactly where the last conversation left off, until the customer is fully activated.

CROSS-CHANNEL ENGAGEMENT TIMELINEActive Context Sequence

1. Web ChatStalled Onboarding
2. SMS Follow-upTriggered 2h later
3. Email OutreachDay 5 Campaign

MTo: customer.emailSubject: Link your bank account safely on Mosaic

Hi customer.first_name,

We noticed your profile is ready, but you haven't linked an account yet.

Generative Segment

Resolve security concerns. Emphasize that Woven's **Plaid** read-only integration keeps logins encrypted and fully secure.

Please let me know if you want to walk through the link process, or if you have any questions!

Built for modern enterprises

Woven was built from the ground up with enterprises in mind, with security, data privacy, comprehensive auditability, and granular access controls.

Enterprise Ready

Enterprise Compliance
SOC 2 Type II, comprehensive audit trails, SSO, and dedicated support to keep enterprise integrations seamlessly secure.
PII Redaction
Sensitive subscriber data is automatically identified and redacted at the edge, ensuring PII remains securely inside your system of record.
Safety Guardrails
Robust protections and playbook boundaries keep every AI interaction safe, highly compliant, on-brand, and strictly within your guidelines.

Integrations