AI adoption agent

The AI agent for onboarding, trial conversion and expansion

Not a product tour. Not a chatbot. Worknet is an AI adoption agent that lives inside your SaaS product, works out what each user needs next, and gets them there: from first login, through trial, to the features that grow the account.

01
First login
Setup finished with the user, not left to a checklist.
02
Trial
Stalled users reached before the clock runs out.
03
Expansion
Teams shown the features that unlock the next tier.
What it is

What is an AI adoption agent?

An AI adoption agent is software that sits inside a SaaS application and actively helps every user succeed with it. Instead of pre-authored product tours, tooltips and checklists, it reads the screen, understands where each user is, answers questions from company knowledge, guides them through workflows and takes actions on their behalf. It covers the whole user lifecycle: onboarding new users, converting trials to paid, driving adoption of the features that expand the account, and keeping users from leaving in silence.

In one sentence

Worknet is an AI adoption agent. Digital adoption platforms such as Pendo, WalkMe and Appcues are the previous generation of this category: they show every user the same scripted guidance. Worknet decides, per user and per moment, what help is needed.

Three jobs, one agent

Onboarding. Trial conversion. Expansion.

The same agent, three moments where revenue is won or quietly lost.

Onboarding

Onboards every user like your best CSM would.

The momentA new user opens the product and stalls on setup.
What Worknet doesWatches where they are heading, offers the next step, completes setup with them in plain conversation. Onboarding shaped to their role, not the one flow your team had time to build.
OutcomeTime to first value drops. Fewer onboarding calls.
Trial conversion

Turns trials into customers before the clock runs out.

The momentDay 9 of a 14-day trial. The user has logged in twice and never reached the feature they signed up for.
What Worknet doesSpots the trial that has not reached value, steps in with the guidance or action that gets it there, and pulls in a human the moment one should join.
OutcomeFewer silent expirations. Trials convert because the product landed.
Expansion

Grows accounts from inside the product.

The momentA team has used the same three features for a year. The capability that unlocks the next tier sits untouched.
What Worknet doesShows users what their peers already rely on, nudges teams toward the features that grow the account, and turns "we never used that" into revenue you already earned the right to.
OutcomeExpansion driven by adoption, not by a renewal call.
How the category got here

Three generations of helping users adopt software.

Gen 1
Help center and support tickets

The user leaves the product to find an answer, or waits for a human. Knowledge exists, but it is somewhere else.

Reactive
Gen 2
Digital adoption platforms

Pendo, WalkMe, Appcues and Userpilot bring guidance into the product as authored tours, tooltips and checklists. Every user sees the same flow, built in advance by a product or CS team.

Pre-authored
Gen 3
AI adoption agents

Worknet reads each user's screen and context, decides what that person needs, answers from your knowledge and takes the action. Onboarding, trial conversion and expansion handled per user, not per flow.

Agentic, per user
Versus product tours

AI adoption agent vs. digital adoption platform

Digital adoption platforms ship the same authored guidance to everyone. An AI adoption agent decides what each user needs, answers them, and does the work.

Traditional DAP (Pendo, WalkMe, Appcues)
AI adoption agent (Worknet)
Guidance
Pre-authored tours, tooltips, checklists
Decided per user, per moment
Questions
Links to a help center
Answers from your knowledge, in context
Actions
Points at the button
Clicks the button for the user, with permission
Coverage
Onboarding flows you built
Onboarding, trial conversion, expansion, support
Setup
Design each flow in a builder
Describe the goal in plain English
Beyond the app
In-app only
In-app, Slack, Microsoft Teams
How it works

Live in your product in an afternoon.

No flow builder, no engineering ticket, no six-week rollout. Your Success or Sales team describes the goal; the agent does the rest.

  1. 1
    Connect your knowledge

    Help center, docs, Slack, CRM. Worknet answers from what your company already knows.

  2. 2
    Describe the outcome in plain English

    "Get every trial user to connect their data source in week one." That is the whole spec.

  3. 3
    The agent works inside the product

    It watches, guides, answers and acts, per user. Adjust the goal any time; nothing to rebuild.

  4. 4
    Keep what you already run

    Pendo for analytics, a chatbot for support: Worknet sits beside them and hands off to a human when one should step in.

Questions teams ask

AI adoption agents, explained.

What is the difference between an AI adoption agent and a product tour?

A product tour shows every user the same pre-written steps. An AI adoption agent reads each user's screen and context, decides what that person needs, answers their questions and can take the action for them. Tours are content; an agent is a teammate.

Is Worknet a digital adoption platform?

Worknet is the AI-native evolution of the digital adoption platform. It solves the problems DAPs like Pendo, WalkMe and Appcues were built for, onboarding, adoption and activation, with a per-user agent instead of authored flows.

Can AI replace onboarding calls for SaaS trials?

For most self-serve and mid-market trials, yes. Worknet handles setup, answers questions and guides users to first value inside the product, and escalates to a human only when that adds value.

Does Worknet replace Pendo, Appcues or WalkMe?

It can, or it can run alongside them. Teams typically keep analytics tooling and let Worknet take over guidance, onboarding and in-app support.

How long does it take to go live?

Minutes for the first guidance. Your Success or Sales team writes the goal in plain English; Worknet builds and ships it in your product without engineering.

Which products does Worknet work with?

Any web application, plus Slack and Microsoft Teams. It connects to 100+ tools including Salesforce, Zendesk, HubSpot, Jira, Notion and Confluence, and to any MCP or REST API.

See the agent onboard, convert and expand inside your product.

Bring one real onboarding or trial problem. We will show you how Worknet handles it in your product, in under 30 minutes.

Platform
Inbound SDRAI agent for repsSalesforce copilot appZendesk copilot appSlack copilot app
Resources
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