Onboard users with a context-aware bot
SleekAI greets new signups in-app, walks them through setup, and answers their first ten questions using their plan, role, and account meta – so every reply matches the user’s actual reality, not a generic checklist that ignores where they got stuck.
First-time users churn faster than you can email them
First-time users churn faster than your onboarding email sequence can ship. The drip arrives a day late, the welcome video is two minutes longer than the user’s patience, and the new account dashboard expects the user to know what to click first.
Because WordPress user meta – plan, role, signup date, completed milestones – is part of the prompt context, replies adapt to where the user actually is.
A Starter-plan signup gets a different first task than a Business-plan one, and a designer asking how to invite teammates gets a different answer than a developer asking the same thing. Multibot lets you run a different bot for trial users, paying users, and enterprise pilots, each with its own voice and scope.
Every “I don’t have DNS access right now” or “how do I import existing content” is a friction point you can either fix in the product or pre-empt with a better empty state. The bot doesn’t replace a CSM – it lets the CSM focus on the accounts that justify the time, which is the only way self-serve onboarding scales.
Features
Personal context
Knows the user’s plan, role, and progress so replies match their reality. A Starter user and a Business user asking the same question get genuinely different answers.
Answers from your data
Map post titles, content, post meta, taxonomies or a WP_Query into the instruction, and the bot answers from what your site actually publishes.
Your model, your key
Use OpenAI, Anthropic, Google, OpenRouter or a compatible endpoint with your own API key. The provider bills you directly.
Where onboarding chatbots help
Membership communities
Help new members find their first event, post, or group, with replies that reference real schedule entries and the right channel for their interests.
Course platforms
Walk learners into the right starting module based on their stated goals, current skill level, and which prerequisites they’ve already completed elsewhere.
Repeat questions
Answer the questions visitors ask every day from the pages and posts where you already answer them.
Day-one help that actually meets the user
Map your data
Choose the posts, fields, taxonomies or users the bot should know and reference them in the instruction.
Inject account context
Plan, role, signup date, completed onboarding steps, and any custom user meta flow into the prompt. Replies reference the user’s actual situation rather than a generic checklist.
Encode the activation path
The bot adapts the order to the user’s situation, with a fallback if the obvious first step is blocked.
Set display conditions
Decide which pages, post types, roles or logged-in states show the chatbot.
Why it matters
“I don’t have DNS access right now” is a real situation, and a generic email tells them to come back when they do. A context-aware bot tells them to skip that step and try the demo content import instead, then come back to DNS later.
That’s the difference between a user who gets to value in their first session and one who closes the tab. CSMs end up doing the same job, but a CSM costs hundreds of dollars per account and the bot costs cents – the maths only works for the top 5% of accounts you actually want to white-glove.
Frequently asked questions
Does it know which plan the user is on?
Yes. User meta is part of the context, so plan, trial state, role, and any custom field flow into the prompt. A Free-plan user asking about a Business-plan feature gets an answer that explains what’s and isn’t included rather than walking them through something they can’t access. The plan boundary is enforced in the system prompt.
Will it interrupt power users?
Power users see a normal support widget instead, scoped to a different prompt and content set.
Can I run different bots per persona?
Yes. Multibot plus role-based display conditions makes this trivial. A bot for marketers can have a different voice and content scope than the one for developers, and a bot for trial users can have different urgency than the one for enterprise pilots. Each is a separate config; routing is automatic.
Does it replace a customer success manager?
It handles the bottom of the funnel so CSMs can focus on accounts that justify the time. For the top 5% of accounts the human touch still wins; for the other 95%, an in-product bot is the only economically viable way to provide real help. Most teams see the CSM headcount stay flat while the served account count goes up.
How do we measure if onboarding actually improved?
Compare day-7 and day-30 retention for cohorts that interacted with the bot versus those that didn’t, controlling for plan and source. Most teams see meaningful lift on first-time-to-value before they see lift on retention.
Which AI providers does it support?
OpenAI, Anthropic, Google and OpenRouter, plus custom OpenAI-compatible endpoints. You bring your own API key and the provider bills you directly.
Where does the chatbot get its answers?
From the WordPress data you map into its instruction: post titles and content, post meta, ACF and Meta Box fields, taxonomies, terms, users and user meta, or a WP_Query. Values resolve on every request.
Can it act on a visitor’s behalf?
No. A chatbot answers questions. It does not submit forms, create bookings, open tickets or send email; put the links for those steps in its instruction so it can point visitors to them.
Pricing
Explore our flexible licensing options tailored to your needs. Upgrade your license anytime to access more features, or opt for a lifetime license for ongoing value, including lifetime updates and lifetime support. Our hassle-free upgrade process ensures that our platform can grow with you, starting from whichever plan you choose.
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The Bundle (unlimited sites)
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What’s included
SleekAI
SleekByte
SleekMotion
SleekPixel
SleekView
SleekRank
SleekTrack