Welcome notes, kickoff calls, setup help, activation nudges.
Welcome: day one
Copy-paste day-one welcome email for a new signup. Works for small business and brick-and-mortar onboarding flows alike.
Open →Kickoff call: scheduling
Copy-paste email template offering a 30-minute setup call to a brand-new account during onboarding.
Open →Activation nudge: day 3
Copy-paste activation nudge email when a new user has not completed the first key action. AI agent can trigger this automatically.
Open →Data import: help offered
Copy-paste email template offering data import help to a new customer migrating from a previous tool.
Open →Integration recommendations
Copy-paste email template recommending integrations that fit a new customer stack and use case.
Open →email · chat
Inviting your team
Copy-paste email or chat reply walking a customer through inviting teammates. Easy AI chatbot deflection topic.
Open →First-week check-in
Copy-paste email template for a proactive day-seven check-in to gauge how onboarding is going.
Open →Training resources sent
Copy-paste email template sharing structured training resources. Useful for small business customer support teams onboarding new clients.
Open →Sandbox / test environment
Copy-paste email template for setting up a non-production sandbox environment for a customer to experiment in.
Open →First payment: welcome
Copy-paste email template confirming a trial-to-paid conversion and reinforcing the customer decision.
Open →Feature discovery: week 2
Copy-paste email template for a week-two nudge toward power features once a customer has the basics down.
Open →Workflow template: shared
Copy-paste email template sharing a starter workflow template that matches the customer specific use case.
Open →Enterprise onboarding plan
Copy-paste email template sending a formal onboarding plan to a new enterprise customer with milestones and owners.
Open →Roles & permissions setup
Copy-paste email template helping an admin set up roles and permissions for their team structure.
Open →SSO setup: help
Copy-paste email template helping a customer configure SSO during the onboarding phase of their account.
Open →API key: first steps
Copy-paste email template for a developer asking how to get started with the API, including key generation steps.
Open →Webhook setup
Copy-paste email template helping a customer configure webhooks, with secret rotation and retry guidance.
Open →Mobile app: install
Copy-paste email template pointing a new customer to the iOS and Android app links during onboarding.
Open →Product tour: re-offer
Copy-paste email re-offering the product tour. AI agent can send this automatically when the customer skipped onboarding.
Open →Workspace naming + URL
Copy-paste email template helping a customer rename their workspace or set a custom workspace URL.
Open →Build a real macro library. Not a Google Doc.
SupportWire's macros learn from your replies. Variables auto-fill. AI suggests the right one.