An in-product guide for new users — where to find things, first-time setup, and quick walkthroughs in their language.
Where it helps
Answer “where do I find…”
Point new users to the right feature or screen instead of routing them to support.
Walk through first setup
Step-by-step configuration guidance in plain language.
Onboard in any language
Localized walkthroughs without maintaining separate documentation per market.
Example decisions
Pre-made and editable. Every decision is logged with the user and timestamp.
- Access provisioning
- Provision role-based access on start
- Missing paperwork
- Escalate before the start date
- Readiness check
- Validate start-date readiness across departments
Questions
Does it respect each user’s permissions?
Yes. Hints and steps are scoped to the signed-in user’s role.
What does it reduce?
Repetitive “how do I” support requests, by answering them in-product with quick walkthroughs.
How it connects
The agent reads from your existing source systems through their APIs — never via attachment uploads or shadow exports. Connectors include NetSuite, SAP, Sage, Xero, QuickBooks, Workday, Salesforce, HubSpot, Stripe, and more, with custom connectors added through the Flowtly platform.
Trust & governance
- Role-based access — answers stay within the permissions of the signed-in user.
- Every question and every answer is timestamped and stored in the audit log.
- Hosted in the EU (Frankfurt). Data never leaves your approved perimeter.
- GDPR-aligned, SOC 2 Type II in progress.
See this agent on your data
Book a 30-minute walkthrough with a sandboxed copy of your numbers.