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Onboard / Activate

Onboarding-quiz to personalized-plan activation

A new user just told you exactly what they came for in the goal quiz — the agent hands back a first-week plan built around that goal instead of dropping them on a generic home screen.

Get aheadNext best thingBehavioral triggerIn-appChatPushWellness (B2C apps)Subscription

What it does

Wellness apps open with a goal-setting quiz and then waste the answer. The user states a clear intent — sleep better, lose weight, ease anxiety — and lands on the same generic dashboard as everyone else, so the moment of highest motivation passes without a path attached to it. Worse, many users stall partway through the quiz and never reach the product at all. The agent reflects the stated goal straight into a personalized first-week plan, and if the user drops mid-quiz it reopens the thread and finishes the job. Activation gets tied to the goal the user actually has, which is what turns a download into a trial start and a trial into a habit.

How it works

  1. 1
    Trigger. the user completes the onboarding goal quiz, or stalls partway and goes quiet — a behavioral signal from the app's onboarding flow.
  2. 2
    Decision. the agent reads the stated goal and quiz answers, maps them to a first-week plan from the content and program catalog, and on a mid-quiz stall picks one specific reopening nudge; every unprompted message clears a quality judge first.
  3. 3
    Action. in-app, it reflects the goal back and presents a concrete first-week plan ("here's your week, built around sleeping better"); a stalled user gets a chat or push nudge that resumes the quiz where they left it.
  4. 4
    Follow-through. the plan and the user's responses write back to the app backend and memory so the early experience stays continuous, and a queued reopening nudge is cancelled if the user finishes the quiz on their own first.
Example
AgentYou said your main goal is sleeping better. Here's your first week, built around that: a short wind-down each evening, a nightly lights-down reminder, and a morning check-in. Want me to set the evening reminder now?
CustomerYeah, set it. I also picked "less stress" earlier though.
AgentGood — I'll weave a short midday breathing break into the same week so both goals are covered. You're all set for day one; I'll check in tomorrow morning to see how the first wind-down went.

Configuration

How the agent is wired for this use case.

Triggera quiz_completed or quiz_abandoned behavioral event from the app's onboarding flow.
Tools & actions
  • App backend · reads quiz answers and the stated goal; writes the generated first-week plan back to the user profile.
  • Knowledge base · maps the goal to a first-week plan from the content and program catalog.
  • Messaging channel · presents the plan in-app and sends a chat or push nudge to resume a stalled quiz.
  • Memory store · holds the goal, quiz answers, and plan so the early experience stays continuous across sessions.
  • Scheduling system · sets the plan's reminders and cancels a queued reopening nudge if the user finishes the quiz unprompted.
Autonomythe agent generates and presents the plan and sends reopening nudges unattended, gated by a quality judge, frequency caps, and quiet hours; lift is measured against a holdout group rather than assumed. The plan is wellness guidance, not clinical advice.
Channelsin-app · chat · push
Escalationa goal or message that signals a clinical or mental-health concern (for example disordered-eating language on a weight goal) hands off to a human and the app's resource path rather than being built into a plan.

What you need

The inputs this use case runs on. Your channels stay yours; the agent supplies the judgment.

Signals

quiz_completed and quiz_abandoned events from the onboarding flow, with the captured goal and answers.

Data

the goal-quiz schema, the content and program catalog the plan is built from, the user's quiz answers and plan in memory, notification preferences and consent.

Guardrails

judge review of every generated plan and nudge; the plan is wellness guidance, not clinical advice; frequency caps and quiet hours on reopening nudges; holdout measurement; clinical-concern signals route to a human.

Metrics it moves

  • activation-rateup, a first-week plan tied to the user's own goal walks them to first value instead of a generic dashboard.
  • intake-completionup, a reopening nudge recovers users who stall mid-quiz and would otherwise never start.
  • conversion-rateup, a goal reflected into a concrete plan is the strongest case for starting the trial.
  • churndown, users who reach a goal-shaped first week early are the users who form the habit and stay.

Related use cases

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See it on your own customer journey

Bring one drop-off, one churn cliff, or one silent segment. We will show you what a proactive agent with memory and judgment does with it.

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