Onboarding that’s part of the funnel — and knows their plan.
A no-code builder for welcome flows, getting-started checklists, and guided setup that get a new user to value fast.
- Create your workspace
- Invite a teammate
- Import your data
- Generate with AIPro
- Publish your first page
“Generate with AI” is a Pro feature
Upgrade in one click — priced to your plan
Everything you’d expect.
A multi-step welcome survey, checklists, guided tours, and progress tracking — all built without engineering.
- Welcome surveys, checklists, and guided setup, no code.
- Trigger on real product usage and lifecycle stage.
- Track activation as a step in the same funnel as acquisition.
Replaces: Appcues · Pendo · Userpilot · Userflow · Chameleon
The difference: onboarding is a composition over forms, automation, in-app messaging, and entitlements — so it’s plan-aware. It knows the gate a user just hit, can fire a real upgrade, and credits the MRR. Generic PLG tools can’t: they don’t own your plans or billing.
Built for the whole funnel.
Welcome survey
A multi-step welcome survey that learns about each new user — and routes them by what they say.
Getting-started checklists
Checklists and guided setup that drive users to their first “aha,” tracked to completion.
Guided tours & tooltips
In-product tours, tooltips, and hotspots that show users the next best step.
A composition, not a silo
Built from forms, automation, in-app messaging, and entitlements — one orchestration, not four disconnected tools.
Plan-aware activation → upgrade
Knows the gate a user hits and can fire a real upgrade in-flow, priced to their plan, crediting the MRR.
Activation in the funnel
Activation is a tracked step in the same funnel as acquisition — measured to revenue, not just product events.
Poily vs a standalone onboarding tool.
| Capability | onboarding tool | Poily |
|---|---|---|
| Welcome flows, checklists, guided tours | ||
| In-product tooltips & hotspots | ||
| Targeting by product behavior | ||
| Knows the user’s plan & entitlements | — | |
| Fires a real upgrade in-flow | — | |
| Activation attributed to MRR | — | |
| One customer record across every channel | — |
Questions, answered.
Is this no-code?
Yes — build welcome surveys, checklists, and guided setup without engineering, and ship changes without a deploy.
How is this different from Appcues or Pendo?
Those run onboarding as a side tool that doesn’t know your plans or billing. Poily’s onboarding is plan-aware: it knows the gate a user hits, can fire a real upgrade in-flow, and credits the MRR — all on the same customer record as your email, ads, and billing.
Can onboarding drive upgrades?
That’s the point. When a user hits a gate during setup, onboarding can route them straight into a self-serve upgrade — priced to their plan — instead of leaving the moment on the table.
What is it built from?
A composition over your forms (welcome survey), automation (lifecycle), in-app messaging, and entitlements — one orchestration, not four disconnected tools.
Can I measure activation?
Yes — activation is a tracked step in the same funnel as acquisition, so you can connect a checklist completion to the trial and subscription it led to.
Related channels
Activation & lifecycle works best alongside these.