Integration Setup Assistant
AI-guided wizard that helps new users connect critical integrations during onboarding, with contextual troubleshooting, automated failure recovery, and behavioral email sequences to maximize integration completion rates.
npx gtm-skills add product/onboard/integration-setup-assistantOutcome
≥55% complete 1 integration
Leading Indicators
- Integration setup start rate
- Integration setup success rate
- Time to first integration
- Post-integration activation rate
Instructions
-
Define success metric and pass threshold (≥55% complete 1 integration).
-
In PostHog, create events for key actions; ensure app tracks all interactions.
-
Instrument critical path with clear PostHog event names.
-
Build minimum viable version with simple UI.
-
Launch to 10-20 users via PostHog feature flag.
-
Track progression in PostHog; create funnels for drop-off analysis.
-
After 7 days, compute metrics vs. threshold.
-
Review PostHog data for patterns and friction.
-
If passed, document and proceed to Baseline; if not, iterate.
-
Record observations for optimization.
Recommendations
Time
5 hours over 1 week
Play-specific cost
Free