Great onboarding without spending developer time
Mikkel Mejldal, Product Manager and the Visma Dinero (Dinero) team had been searching for a smart and scalable way to onboard their thousands of new and existing users onto their SaaS accounting platform.
After doing extensive research, they decided on Userflow as the best solution.
The challenges
- Allowing marketing and product to build in-app communication
- Providing scalable support for their thousands of users
- Building sophisticated product onboarding without developers
Why they chose Userflow
- User-friendly no-code builder with no need for developers
- Highly sophisticated content and targeting of users
- A powerful GPT-4 powered Adoption Agent
The results
- Enhanced user experience and onboarding without spending developer time
- Reduced time-to-market for in-app communications
- 24/7 automated support
“We purchased Userflow primarily to enhance our onboarding process. Given that we had limited developer availability and were resource-constrained, we needed a tool that was plug'n'play and wouldn't require extensive integration efforts.”
- Mikkel Mejldal, Visma Dinero
Ease of use and fast implementation were exactly what made Userflow the right choice.
“When it came to integrating Userflow into our systems, the process was seamless and hassle-free."
- Mikkel Mejldal, Visma Dinero
Not just another one-size-fits all solution
But ease of use was only part of the equation. Mikkel and the Dinero team also needed a solution sophisticated enough to build multiple types of in-app content that felt native to their product—and flexible enough to handle complex user targeting and journey logic.
"What we genuinely appreciate about Userflow is its remarkable flexibility. The platform is not just one-size-fits-all but offers extensive customization options. This adaptability ensures that we can tailor our user experiences and workflows to target exactly what we're aiming for in the precise manner we envision.”
- Mikkel Mejldal, Visma Dinero
The ability to sync custom user and company attributes from their own database proved especially valuable—giving the team the precision they needed to target the right users with personalized experiences.
“Being able to utilize custom attributes means we can tailor our messages and prompts more effectively, ensuring a more personalized and impactful user experience.”
- Mikkel Mejldal, Visma Dinero
Automating support with the Adoption Agent
With a strong onboarding experience in place, Mikkel and the team turned their attention to the next challenge: delivering high-quality ongoing support at scale for thousands of customers.
That changed when Userflow launched its AI-powered Adoption Agent—able to answer customer questions instantly using content from their website or knowledge base. As a forward-thinking team already exploring AI across the business, Dinero saw an immediate fit. The Adoption Agent's answer quality, ease of setup, and no-code implementation made it an easy decision, no developers required
“One of the standout features of the Adoption Agent is how effortlessly we could get started with it. The capability to test it thoroughly before rolling it out to our users was invaluable. What's even more advantageous is that we don't have to delve into the technical aspects; thus, we save on development hours.”
- Mikkel Mejldal, Visma Dinero
Perfectly customizing the chatbot to their needs
It was easy to get started and the Adoption Agent offers a lot of advanced functionality, making it stronger than other options on the market.
“The Adoption Agent adaptability is commendable, allowing us to tailor it seamlessly according to our needs.”
- Mikkel Mejldal, Visma Dinero
Dinero especially finds the web crawler that scrapes the source data user-friendly yet powerful:
“A standout feature of the Adoption Agent that we greatly appreciate is its utilization of the web crawler, which is incredibly easy to manage. This capability simplifies the process of incorporating the necessary sources the AI Assistant relies upon to provide answers to user queries.”
- Mikkel Mejldal, Visma Dinero
Additionally the Custom instructions feature, which allows Dinero to provide instructions for how the Adoption Agent should respond in different scenarios and for different user types, has made it possible to build a chatbot that gives personalized answers to their customers.
“The custom instructions feature is a game-changer. With its help, we can tailor the Adoption Agent to distinguish between different business types. Since accounting and tax regulations often vary based on the type of business, this feature ensures that the Adoption Agent can offer our users more precise and relevant assistance.”
- Mikkel Mejldal, Visma Dinero
Demo of the Visma Dinero Userflow implementation
Watch this video where Userflow co-founder Esben Friis-Jensen highlights how Visma Dinero implemented Userflow.
24/7 automated onboarding and support
With the power of Userflow, Dinero is now able to provide 24/7 automated onboarding and support to their customers.
“The Adoption Agent has been instrumental in enhancing our user support experience. It now enables us to provide continuous assistance to our users 24/7"
- Mikkel Mejldal, Visma Dinero
This combined with the onboarding content has been a game changer for their business.
“Userflow has significantly streamlined our business processes. It has provided us with an efficient means of communicating with our users without the necessity of developer involvement. As a result, we've experienced a reduction in the time-to-market for campaigns, communications, release notes, and other initiatives. This has optimized our workflows and enhanced the overall user experience and engagement with our platform.”
