8 Best AI-Powered Customer Onboarding Platforms to Increase Retention in 2025

What is a customer onboarding platform?

A customer onboarding platform enhances customer engagement, ensuring that new users derive maximum value from products or services.

Simplifying the onboarding process helps reduce churn and improve customer satisfaction, which is crucial for long-term success. Additionally, client onboarding software can further streamline these efforts.

Customer onboarding platforms enhance user engagement and retention by simplifying the onboarding process. These platforms aim to increase product and feature adoption, ultimately boosting user activation and retention.

Self-service portals offer customers easy access to resources and support, improving their overall experience.

User onboarding and customer onboarding processes are closely linked, creating a seamless experience for new users. Interactive elements like gamified tutorials and simulations and ineffective onboarding tools improve user engagement and information retention.

This approach ensures users better understand the product, leading to a smoother onboarding experience.

Exciting customer onboarding trends to watch out for in 2025

As we move into 2025, three key trends are shaping the customer onboarding landscape:

• AI-driven personalization,
• automation, and
• enhanced data privacy and security

These trends are revolutionizing the way businesses approach the customer onboarding process, ensuring more efficient, secure, and engaging experiences for users.

AI-driven personalization

AI-driven personalization refers to the process of tailoring onboarding experiences to individual customers.

By delivering customized content that meets user preferences, AI enhances customer engagement and satisfaction.

For example, platforms like Disco leverage AI to streamline routine inquiries, allowing human agents to focus on more complex interactions. This not only improves the user onboarding and learning experience but also boosts user activation and retention.

The integration of AI in customer onboarding processes means platforms can provide detailed analytics and personalized onboarding experiences.

By analyzing user behavior, AI can offer insights into feature adoption and optimize the onboarding flow, making it more effective and user-friendly.

Automation tools

Automation in customer onboarding enhances efficiency by reducing manual tasks and improving response times. Automated workflows can handle repetitive tasks, ensuring a consistent and high-quality onboarding experience for all users. This scalability allows businesses to onboard more customers without compromising on quality.

Moreover, automation tools can integrate with other project management and customer support tools, creating a seamless onboarding process. By automating repetitive tasks, businesses can focus on more strategic activities, ultimately improving customer satisfaction and engagement.

Customer's data privacy and security

Data privacy and security are paramount in customer onboarding platforms, ensuring compliance with regulations and building customer trust.

Businesses must navigate complex regulations while delivering personalized experiences without compromising customer data security.

Modern platforms like Disco place a strong emphasis on privacy policy, data encryption, and secure authentication, ensuring that sensitive client information is well-protected.

By implementing robust data privacy and security measures, businesses can gather data and customer feedback confidently, knowing that their customers’ information is secure.

What makes a great customer onboarding software?

When selecting a customer onboarding tool, consider the following key features to ensure a successful onboarding process:

Automation

Look for software that automates onboarding processes to provide a consistent and high-quality experience for customers, regardless of task complexity or volume.

Automated communications can keep customers engaged by delivering timely information based on user actions.

Personalization

Tailor the onboarding process to meet specific customer needs and preferences, significantly enhancing customer engagement. Personalized experiences make customers feel valued and understood, leading to higher satisfaction and loyalty.

Data Analytics

Choose software with robust analytics capabilities to identify bottlenecks in the onboarding process and optimize it for better outcomes.

Advanced analytics can measure onboarding success and provide insights into user behavior, enabling continuous improvement. Integration with various data systems offers a comprehensive view of customer interactions, improving decision-making for onboarding strategies.

Seamless Integration

Ensure the software integrates smoothly with your existing tools for a unified customer experience. This enhances workflow efficiency and synchronizes all customer data across platforms, creating a seamless onboarding process.

A great example of this is Slack integration into your customer onboarding software.

Top 9 Customer Onboarding Platforms for 2025

Customer onboarding platforms are essential client onboarding tools designed to enhance the user experience, improve customer engagement, and streamline customer onboarding solution processes.

Here, we will explore the top 9 customer onboarding platforms for 2025 that offer a range of features to meet diverse business needs:

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#1. Disco - AI-powered customer onboarding and training platform for modern enterprises

Disco excels in customer training and education by offering an integrated platform that enhances engagement and streamlines the learning process.

Ideal for both customers and partners, Disco provides a modern, intuitive platform that saves time and resources while delivering impactful training experiences.

Backed by GSV ventures, Disco gained awards from Fast Company and Edtech Breakthrough, making them the most trusted software by the biggest companies such as Kaplan, CourseHero, Dribbble, the Toronto Board of Trade, and A.CRE.

Key features:

• Custom Onboarding with Automation: Leverage automation to tailor the onboarding process to the unique needs of each customer, ensuring a personalized and engaging experience that enhances user satisfaction and retention. Automated workflows streamline repetitive tasks, allowing for a seamless onboarding journey.
• Subgroups/Groups Feature: Utilize the power of subgroups and groups to segment users effectively, providing customized onboarding experiences that cater to specific needs and preferences. This feature allows for targeted communication and support, enhancing user engagement and overall satisfaction.

Take a look at how you can automate your onboarding process:

• Integrated Hub: Operates like an internal system, reducing confusion and enhancing understanding with top-tier content and onboarding process.
• Increased Customer Engagement: Creates a sense of community through training programs, leading to higher engagement rates and overall success.
• Robust CRM Integrations: Consolidates all your favorite tools, including Slack, Zoom, Google Analytics, and Zapier, for a seamless experience.
• Time-Saving AI Capabilities: Automates repetitive tasks, generates AI-driven content and provides AI assistance for your customer community.
• Streamlined Customer Experience: Provides a seamless journey from onboarding to alumni, ensuring a consistent and engaging experience.
• Modern Design & Intuitive UX: Features a beautiful interface with powerful tools that are easy to use and build with.
• Customizable Learning Experiences: Allows for fully custom and immersive learning experiences, maximizing learning and delivering unmatched value.
• Live Events and Interactive Learning: Hosts live events with AI-generated summaries and transcripts to encourage interactive learning.
• AI Engagement Prompts: Uses AI-generated conversation prompts to engage members in discussions and enhance community interaction.

Disco AI enhances your member management and content creation with its multifunctional capabilities.

For example, Disco AI can automatically re-engage inactive members, saving you time and effort:

Recognized as a robust AI training platform, Disco serves customers, partners, and employees with its cutting-edge AI-driven features.

🪩 Experience Disco's transformative impact on your customer onboarding and training programs with a free 14-day trial. Have questions? Schedule a demo to connect with our team and explore how Disco can elevate your onboarding process.

#2. Chameleon - versatile customer onboarding software

Chameleon is a versatile customer onboarding platform designed to enhance user engagement through its interactive onboarding tools.

By offering features such as in-app messaging, product tours, surveys, and a HelpBar, Chameleon provides a self-serve onboarding experience that empowers users to learn independently within the product.

This approach not only boosts user engagement but also significantly enhances customer satisfaction.

Key features:

• In-App Messaging: Communicate directly with users through contextual messages that guide them through the onboarding process.
• Product Tours: Create step-by-step walkthroughs to help users understand product features and functionalities.
• Surveys: Gather user feedback to continuously improve the onboarding experience and address any concerns.
• HelpBar: Provide users with easy access to resources and support, ensuring they can find answers without leaving the product.

Chameleon has a free plan and the paid one starts at $279 /month. If you're an enterprise, you can ask for a personalized quotation.

#3. UserGuiding - the leading client onboarding platform

UserGuiding is a leading digital adoption and client onboarding platform designed to transform the onboarding process into an engaging and efficient experience.

By allowing businesses to create interactive guides and onboarding checklists, UserGuiding tailors the user journey to individual needs, enhancing both understanding and satisfaction.

This platform excels in providing a structured and interactive user onboarding process, which not only boosts engagement but also significantly improves overall client satisfaction. By ensuring users are well-acquainted with the product, UserGuiding helps increase retention and success rates.

One of UserGuiding’s standout features is its ability to segment users and customize the onboarding flow for specific user groups.

This versatility ensures that businesses can effectively cater to diverse user needs, providing a smooth and personalized onboarding journey for all customers.

Key features:

• Interactive Guides: Create step-by-step walkthroughs that simplify the onboarding process for new users.
• Onboarding Checklists: Help users track their progress and ensure they complete all necessary steps.
• User Segmentation: Customize onboarding experiences for different user groups, catering to specific needs.
• In-App Messaging: Communicate directly with users through contextual messages that enhance engagement.
• Surveys and Feedback: Gather valuable insights from users to continuously improve the onboarding experience.

Pricing begins at $69/month, with enterprises having the option to request a customized quote.

#4. WalkMe - the best in the client onboarding process

WalkMe revolutionizes the client onboarding process by providing intuitive on-screen tutorials and guidance, ensuring a seamless and personalized onboarding experience.

These interactive elements empower users to navigate products effortlessly, significantly reducing the learning curve and enhancing user satisfaction.

WalkMe's platform is particularly suited for larger enterprises, given its robust feature set and typical annual contract value.

Despite its premium pricing, WalkMe delivers advanced analytics tools that optimize user engagement and provide valuable insights into the onboarding process, making it a worthwhile investment for businesses aiming for comprehensive onboarding solutions.

Key features:

• On-Screen Tutorials: Deliver step-by-step guidance to help users understand and navigate product features efficiently.
• Advanced Analytics: Gain deep insights into user behavior and onboarding effectiveness to continuously refine the onboarding process.
• Personalized Onboarding Experience: Tailor onboarding journeys to individual user needs, enhancing engagement and satisfaction.
• Automation of Repetitive Tasks: Streamline onboarding workflows by automating routine tasks, allowing teams to focus on strategic activities.

Pricing for WalkMe is available upon request.

#5. Pendo - AI-powered customer onboarding platform

Pendo stands out as a leading customer onboarding platform, leveraging AI to enhance user engagement and streamline the onboarding process.

With its in-app guides and robust analytics, Pendo provides a personalized onboarding experience tailored to meet specific business needs, ensuring users derive maximum value from the product.

The platform's AI tool offers deep insights into user behavior, enabling businesses to continuously optimize their onboarding strategies for better outcomes.

By understanding how users interact with the product, organizations can make data-driven decisions to improve the onboarding flow and increase user satisfaction.

Key features:

• AI-Powered Insights: Utilize AI to analyze user behavior and optimize onboarding strategies for enhanced engagement and satisfaction.
• In-App Guides: Offer customized, step-by-step walkthroughs to help users navigate and understand product features effortlessly.
• Comprehensive Analytics: Track user interactions and onboarding effectiveness, providing valuable data to refine the onboarding process.
• Personalized Onboarding Experience: Tailor the onboarding journey to meet individual user needs, ensuring a smooth and engaging experience.