Template Features:

• Personalized onboarding pages by role
• Decision-tree checklists [e.g. “If you’re in Sales, set up these tools”]
• AI-powered tooltips with links to internal FAQs, handbooks, and policies
• Nudges: time-based automations [e.g. “3 days in: meet your cross-functional buddy”]

Use Case:

The team process used to onboard a new employee remotely. Instead of a static doc, Zoey navigates an intelligent, tailored experience. Everything surfaced at the right time, cutting down Q&A and increasing autonomy in week one.

1. Welcome Header

• 👋 Welcome, [New Hire Name]!
• Your Role: [Position Title]
• Start Date: [MM/DD/YYYY]
• Your Team: [Team Name]
• Buddy: [Name + contact]
• Manager: [Name + contact]

2. Day-by-Day Onboarding Timeline