Use Cases/Sales & Onboarding

Accelerate customer onboarding

Self-serve setup answers instead of waiting on your CSM.

The pain

New customers stall during setup on small questions — an SSO config field, a webhook format — and each stall waits on a CSM email round-trip. Time-to-value stretches from days to weeks, and slow onboarding is your best churn predictor.

How BeforeQuery solves it

Embed BeforeQuery in your onboarding flow and help center so new customers get instant, cited answers to setup questions. Suggested questions guide them through common setup paths, and conversation analytics show your CS team exactly where onboarding friction concentrates.

How it works

  1. 1Index your setup guides, help center, and configuration docs.
  2. 2Embed the assistant in your onboarding flow and help center via widget or SDK.
  3. 3Suggested questions guide new customers down common setup paths.
  4. 4Conversation analytics show your CS team where onboarding friction concentrates.

What you get

Unblock setup questions instantly instead of via CSM email round-trips.
Shorten time-to-value — the strongest churn lever you control.
Guide customers proactively with suggested questions.
Give CS a data view of exactly where new customers get stuck.

Features that make it work

Website Widget
Suggested questions
Conversation analytics
In-app embedding via SDK

Frequently asked questions

Where should the assistant live during onboarding?

Wherever the customer is: embedded in-app via the React SDK or widget (chat, sidebar, or Cmd+K), and on your help center. The same knowledge index powers every surface.

How do suggested questions help onboarding?

They pre-populate the assistant with high-value setup questions — 'How do I configure SSO?', 'How do I invite my team?' — steering new customers toward answerable, momentum-building paths.

Can CS see what new customers ask?

Yes. Conversation history and analytics show the questions asked, where the AI resolved them, and where gaps appeared — a friction map of your onboarding.

How long does setup take?

Most teams are live the same day. You connect a source — a docs URL, GitHub repo, Notion workspace, or a file upload — and BeforeQuery crawls, normalizes, chunks, and embeds the content automatically. The website widget is a single script tag, and the Slack/Discord bots install in a few clicks. There is no model to fine-tune and no infrastructure to run.

Are answers backed by citations?

Yes. Every answer includes a structured citations list with the URL, title, and excerpt of each source used, and the answer text cites sources inline. Users can click through to verify any claim against the original document — which is what makes the answers trustworthy enough for support, sales, and internal use.

Is my content used to train AI models?

No. Your indexed content, embeddings, and conversations are isolated to your workspace and are only used to answer your own questions. Content is never shared across customers, and data is encrypted at rest and in transit. Enterprise plans add OIDC/SAML SSO, audit logs, and data-residency options.

Which knowledge sources can I connect?

18+ source types: websites, GitHub, GitLab, Notion, Confluence, Google Drive, SharePoint, Shopify, Zendesk, Jira, Linear, Salesforce, Slack, Discourse, Stack Overflow, YouTube, OpenAPI specs, and direct file uploads (PDF, Markdown, TXT, HTML). Sources sync on a schedule, and GitHub/GitLab can re-index automatically via webhooks on every push.

What happens when the AI is not confident in an answer?

Answers are confidence-scored. When retrieval confidence falls below your threshold, BeforeQuery returns a transparent, configurable fallback — typically pointing users to your support channel — instead of guessing. Those unanswered questions are logged in knowledge gap analytics so you can close the gap in your docs.

Ready to accelerate customer onboarding?

Connect your knowledge sources and see cited AI answers in minutes — free, no credit card required.

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