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

While customer retention goes beyond just onboarding, it's crucial to educate your customers on effectively utilizing your product. Make a transformative change and elevate your strategies in 2025.

This article delves into the top 8 platforms, spotlighting their standout features and benefits to guide you in selecting the optimal solution for your business requirements.

What we will explore together:

• Investing in customer onboarding platforms enhances user engagement and satisfaction, leading to higher retention rates and long-term customer relationships. Disco, for example, offers a custom onboarding tool integrated with an AI-powered customer training platform, providing tailored experiences that optimize user activation and retention.
• Key features to look for in onboarding software include automation, personalization, advanced analytics, and seamless integration with existing tools to improve efficiency.
• AI-driven personalization and automation are transforming the customer onboarding process, offering tailored experiences that optimize user activation and retention.

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:

‍

‍

#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.

#6. GuideCX - ideal for customer engagement and collaboration

GuideCX is a leading customer onboarding platform that emphasizes collaboration and project management to deliver a seamless onboarding experience.

By offering unparalleled visibility into the onboarding journey, GuideCX ensures that all stakeholders are informed and can collaborate effectively, reducing the chances of miscommunication and delays.

The platform is designed with user-friendliness in mind, requiring minimal technical knowledge from clients.

This ease of use promotes seamless collaboration and minimizes onboarding challenges, enhancing customer engagement and satisfaction. GuideCX's robust project management capabilities further streamline the onboarding process, ensuring tasks are completed on time and to a high standard, ultimately boosting customer satisfaction and retention.

Key features:

• Enhanced Collaboration: Facilitates effective communication among stakeholders, ensuring everyone is aligned throughout the onboarding process.
• Project Management Tools: Streamlines task management and timelines, ensuring efficient onboarding workflows.
• Comprehensive Visibility: Provides clear insights into the onboarding journey, keeping all stakeholders informed and engaged.
• Customizable Workflows: Allows businesses to tailor the onboarding process to meet specific needs and objectives.
• Automated Notifications: Keeps team members and clients updated on project progress and deadlines, enhancing efficiency.

Pricing for GuideCX is available upon request.

#7. ClientSuccess - comprehensive customer success platform

ClientSuccess is a comprehensive customer success platform designed to nurture post-sales relationships, maximize customer retention, and drive growth.

Integrating seamlessly with your existing email systems, it provides easy access to client communication threads, ensuring all interactions are tracked and managed efficiently.

The platform meticulously constructs customer journeys in a step-by-step manner, guiding clients through each phase of the onboarding process. This structured approach empowers customer success teams to deliver exceptional support and ensures a smooth onboarding experience.

ClientSuccess also offers rich analytics that provides actionable insights, enabling businesses to make strategic decisions that enhance customer satisfaction and optimize onboarding strategies for better outcomes.

Key features:

• Email Integration: Seamlessly access and track client email threads to ensure all communications are recorded and managed effectively.
• Structured Customer Journeys: Guide clients through each phase of the onboarding process with a clear, step-by-step approach.
• Rich Analytics: Gain actionable insights to support strategic decision-making and improve customer onboarding strategies.
• Customer Retention Tools: Focus on maximizing customer retention and fostering growth through effective post-sales relationship management.

Pricing for ClientSuccess is available upon request.

#8. Inline Manual - designed for a simple onboarding process

Inline Manual is a powerful customer onboarding platform designed to simplify the user onboarding process through interactive walkthroughs and robust version control.

These features guide users effectively, ensuring they understand how to navigate and utilize the product seamlessly.

Despite its comprehensive feature set, some users find the interface challenging, which could impact the onboarding experience.

However, Inline Manual's analytics capabilities allow businesses to monitor user engagement and onboarding effectiveness, offering valuable insights for continuous improvement.

Key features:

• Interactive Walkthroughs: Provide step-by-step guidance to help users understand and navigate product features efficiently.
• Version Control: Manage and track changes to onboarding content, ensuring users always have access to the most up-to-date information.
• Customizable Onboarding Flows: Tailor the onboarding experience to meet specific user needs and business objectives.
• Multi-language Support: Cater to a diverse user base by offering onboarding content in multiple languages.

Pricing starts at $158/month for 250 active users.

#9. Userpilot - an innovative user platform with a personalized onboarding experience

Userpilot is a cutting-edge client onboarding platform that empowers businesses to create personalized and code-free onboarding experiences.

This no-code approach ensures accessibility for companies of all sizes and technical capabilities, making it a versatile solution for diverse business needs.

The platform excels in offering a range of user onboarding tools that can be tailored to specific user requirements, ensuring a smooth onboarding flow and heightened user engagement.

By delivering a customized onboarding experience, Userpilot significantly boosts user adoption and retention rates, helping businesses achieve their customer success goals.

Key features:

• No-Code Customization: Easily create and customize onboarding experiences without any coding skills, making them accessible to all businesses.
• In-App Guidance: Offer interactive walkthroughs and tooltips to guide users through your product seamlessly.
• User Segmentation: Tailor onboarding flows to different user groups for a more personalized experience.
• Behavioral Triggers: Initiate onboarding actions based on user behavior to enhance engagement.
• A/B Testing: Test different onboarding strategies to identify the most effective approach for user engagement and retention.

There's a free trial for everyone, and if you want to start with the lowest plans, it's $249/month. For enterprises, you need to talk to a representative to get a custom quote.

How to select the right customer onboarding platform for your company?

When selecting customer onboarding software, it’s essential to consider factors such as business size, specific needs, budget, and the required features.

Identifying pain points in the onboarding process can help ensure the platform addresses specific challenges and improves overall efficiency.

Evaluating the functionality, standout features, usability, onboarding, customer support, and value for money is crucial when choosing a platform. A platform that seamlessly integrates with your existing tools can enhance workflow efficiency and provide a unified customer experience.

Customization options are also important, as they allow businesses to tailor the onboarding process to meet specific needs and branding requirements. However, it’s important to be aware that some platforms may have limited customization options, which could impact usability.

Ultimately, the best customer onboarding software is one that aligns with your business goals, enhances customer engagement, and provides a seamless onboarding experience for new users. Consider all these factors carefully to choose the right platform for your needs.

Onboard and train your customers with Disco! 🪩

In conclusion, choosing the right customer onboarding platform is pivotal for ensuring a smooth and engaging onboarding experience.

Among the top platforms for 2025, Disco stands out not only for its exceptional customer onboarding capabilities but also for its comprehensive customer training features.

This dual functionality is crucial in boosting user engagement, satisfaction, and retention.

In addition, Disco is AI-driven personalization, robust analytics, and automation, setting a new standard in the onboarding landscape.

Experience the transformative power of Disco by signing up for a 14-day free trial. For a tailored solution that aligns with your specific needs, book a demo to receive a personalized quotation from our team.

FAQs on customer onboarding software

What is a customer onboarding platform?

A customer onboarding platform is a specialized tool designed to streamline the process of introducing new users to a product or service. These platforms enhance user engagement and satisfaction by automating, personalizing, and simplifying the onboarding journey, ultimately leading to higher retention rates.

Which tool is used for customer onboarding?

Various tools are used for customer onboarding, each offering unique features to cater to different business needs. Popular customer onboarding platforms include Disco.co, Chameleon, and UserGuiding all of which provide interactive guides, automation, and analytics to improve the onboarding process.

What is an onboarding platform?

An onboarding platform is a software solution that facilitates the efficient integration of new users into a system or service. It provides tools to guide users through the initial stages of product use, ensuring they understand features and functionalities, which boosts user adoption and satisfaction. Examples are customer onboarding and employee onboarding tools.

Is there software for customer training?

Yes, there are numerous software solutions specifically designed for customer training programs. These platforms such as Disco, often integrated with customer onboarding tools, offer resources and training materials to help users understand and fully utilize a product or service. By providing comprehensive educational content, Disco significantly enhances customer engagement, satisfaction, and retention, contributing to the overall success of customer education.

How does AI-driven personalization benefit the onboarding process?

AI-driven personalization enhances the customer onboarding process by customizing experiences based on individual user preferences and behaviors. This tailored approach increases user engagement, satisfaction, and retention, setting the foundation for long-term success with customer onboarding platforms.