Retention
On demand
Feature Adoption Coach Agent
Help useful habits take hold.
Help customers start using a feature they already have with a short, relevant guide.
Help Birch use saved reports weekly.
- Read Mixpanel · 20 Oct
What it does
Show customers how a feature fits their everyday work.
Help customers start using a feature they already have with a short, relevant guide. Built for customer success and enablement teams.
Check purchased capabilities
Choose the feature, customer goal and any available usage or support notes. Usage patterns and the customer's intended task can make guidance more relevant.
Identify adoption friction
Find what is getting in the way and suggest one practical next step with clear instructions.
Prepare focused coaching
Get a customer-specific tutorial draft and a simple way to check whether it helped.
How it works
Help customers start using a feature they already have with a short, relevant guide. Built for customer success and enablement teams.
- Approved documents and context
- Feature activation criteria Approved tutorial and event dictionary Optional: permissioned feature-use events and incomplete setup steps, to identify the point where the customer needs help. Optional: the customer's stated use case and successful learning paths for similar roles, to choose a short relevant tutorial.
- Make the next feature easier to use
- Review a short tutorial tailored to the customer's role and intended task, reducing the effort of creating individual guidance.
- Check whether the guidance helped
- Agree a usage goal and check-in point so the team can see whether the customer made progress.
- Mixpanel · Read feature events (read)
- Compare activation with repeat use.
- HubSpot · Read goals and entitlement (read)
- Confirm purchased scope and customer objective.
- Intercom · Read customer feedback (read)
- Find specific adoption friction.
- Human review and permissions
- Account owner validates the diagnosis and tutorial.
01Gather the context
Bring together the relevant information from Mixpanel, HubSpot, Intercom.
02Check what matters
Find what is getting in the way and suggest one practical next step with clear instructions.
03Prepare the result
Verified usage pattern, uncertainty and likely friction. Role-specific tutorial and observation goal.
04Review proposed changes
Account owner validates the diagnosis and tutorial.
Integrations
Analytics
Mixpanel
CRM
HubSpot
Salesforce
Customer support
Intercom
Zendesk
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Help customers put a relevant feature to work, with guidance tied to their role and a way to check progress.
- Make the next feature easier to use
- Review a short tutorial tailored to the customer's role and intended task, reducing the effort of creating individual guidance.
- Check whether the guidance helped
- Agree a usage goal and check-in point so the team can see whether the customer made progress.
More for retention teams
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Sort incoming support tickets and draft helpful replies using your product information and support history.
Customer Onboarding Orchestrator
Turn a new customer's agreed setup into a simple checklist with owners, dates and a first useful outcome.
Customer Health & Risk Review
Spot customers who may need help by reviewing product usage, support issues and recent conversations.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.