Product & Engineering

Personalize Onboarding From Signup Context

Tailor the first-run experience from signup context.

Onboarding Personalizer

User Signup Details

Provide the user's signup information to enrich their onboarding profile.

* Not required, but providing these fields helps the agent produce better results.

Defines an agent that enriches new user signups by researching their email and optional name/context to generate a structured onboarding profile. It applies whenever a user signs up with an email address and is designed to give onboarding flows context about the person, their company, and their likely role and industry. The process involves extracting the email domain to identify the company, researching both company and individual via public sources, estimating company size bands, classifying industry and sub-vertical, and optionally capturing a technical profile such as tech stack or engineering team size. The agent outputs a standardized profile including company details, user name, estimated role, seniority, department, technical profile, and an explicit confidence rating, along with the URLs of sources used. Strict rules prohibit fabricating data, require acknowledging ambiguity and data gaps, limit information to professional details, and mandate at least one cited source for any returned company or person information.

Frequently Asked Questions