Yes. Display conditions support "logged-in within last X days" and specific URL patterns, so the bot appears on the welcome screen, the empty-state dashboard, or the first-run flow. You can also push the bot to open automatically on certain templates rather than waiting for the user to click the widget.

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.

Hide the bot once the user has completed activation milestones using display conditions. Most teams set a rule like "hide after 14 days" or "hide once the user has completed three onboarding steps". Power users see a normal support widget instead, scoped to a different prompt and content set.

Push events via the JS API to Mixpanel, Amplitude, or PostHog when the bot resolves a step. The standard pattern is to fire an event for "onboarding step resolved by bot" so you can see which conversations correlate with day-7 retention without any custom analytics work.

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.

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.

Compare day-7 and day-30 retention for cohorts that interacted with the bot versus those that didn't, controlling for plan and source. The cleanest way is to instrument with the JS API so onboarding events flow into the same tool you use for retention analysis. Most teams see meaningful lift on first-time-to-value before they see lift on retention.

Yes. Use the JS API to open the widget with a tailored prompt when a heuristic fires - say, the user has been on the empty-state dashboard for two minutes without action. That moves the bot from passive to proactive, which catches users who would never have clicked the widget themselves.