Define what a successful onboarding outcome looks like to the agent
Your team does this by defining the workflows each user should complete. Each workflow represents something the user should learn or accomplish, while its progress and completion signals tell the agent what success looks like. Imagine your product helps teams publish reports from connected data. The objective is not for a new customer to visit the integrations page. It is for them to learn enough of the product to reach a useful outcome:- Connect a data source and verify that it works.
- Create the first report using that data.
- Share the report with a teammate.
- Later, learn how to automate the report each week.
Define the objective for each segment
Different users may need different onboarding. An administrator may need to configure the workspace, while an analyst needs to connect data and publish a first report. Segments let your team decide:- Which users should learn a workflow
- Which workflows are required for a particular role, plan, lifecycle stage, or use case
- Which success metric matters for that audience
- Which onboarding experience or message they should receive
Define how to detect workflow progress
For every workflow, tell Autoplay what successful and unsuccessful progress look like.
Autoplay uses these signals to recognize whether the user is progressing, completed the workflow, appears stalled, or returned to unfinished work. This recognition happens automatically through the Autoplay service and MCP context. Your team does not need to inspect every session manually.
The same workflow can lead to different outcomes depending on what Autoplay observes.
Compare onboarding experiences
Segments also make onboarding measurable. Your team can use an experimentation tool such as Amplitude Experiment to compare different onboarding approaches for similar audiences. For example, one segment can receive the current onboarding experience while another receives proactive help from Autoplay. You can then compare workflow completion, time to first value, feature adoption, or churn between the groups. Autoplay supplies the workflow progress and guidance layer. Your analytics and experimentation tools remain the place where your team defines the test and evaluates its business impact.Next: Add the proactive framework
Configure when Autoplay should offer help and how the user stays in control.