Score account based on set up completeness & events
So what if a mid-sized business burns millions each year on big-corporation advertising. Will short-term retention truly bring high-quality profiles?
Acquisition volume alone is a weak indicator of a campaign success.
However, by using a retention scoring system tied to their product's setup completeness, companies can identify higher quality accounts early, focus financial & human resources more effectively
Completeness and retention potential are determined by Product Founders through configurable event-based rules, while FounderOS consumes tracked events and scoring logic to generate insight, segmentation, and retention reports.
Take for example, if CX Genie Founder defines a high quality customer's profile based on set up completeness as:
User has event Bot Created, trained, published → Help Desk Setup → Ticket System Enabled
User went through 3 product tours and completed them
→ Automatically label as high quality profile.
New user onboarding: Tailored experiences for new or Advanced users
To determine the completeness of account setup, we must first start with the basic flows: Event tracking and Onboarding.
New user onboarding focuses on separating experienced users from inexperienced users.
When CXGenie runs Google or Facebook Ads to acquire shop owners who need help advising customers on product details such as size and shape, FounderOS triggers a focused onboarding flow. This flow guides only verified, ad-acquired users to immediately create and train their first bot after sign-up.
The onboarding flow begins with a short survey to determine which onboarding path to trigger
Option 1: “I’m an experienced user”
Option 2: “I’m new to a customer support system”
Based on the selection, users are briefly guided through the main CX Genie modules: Help Desk → Bot → Ticket.
Create an additional user flow trigger: Set up event based condition, if the user has not created a bot after X minutes signing up, automatically start the Create Bot and training bot's data flow
Use the FounderOS element selector to trigger tooltips that guide users to train bot data.
Founder OS plug-in can check relevant elements like input fields, combined with trigger conditions, guide users who have already created a bot to the next step: Training bot data Q&A
Tooltip element selector check content within text input
Onboarding can be triggered for training data suggestions. When a CX Genie bot is trained for a merchandise business (Business domain of CX Genie's customer identified by FounderOS). Use the Founder OS plug-in element selector to implement tooltip, triggers suggestions to help users include essential attributes such as size and color in their training questions.
Configuration support
Certain misconfiguration risk might occur within a complicated set up dashboard:
Admins may launch a bot with very limited FAQs.
Ticket automation is enabled, but no assignment rules are set (This may overload your team)
Use Product tour to help with prevent launching CXG bot with insufficient training data
Trigger warning when Bot's knowledge Q&A count is below minimum threshold
FounderOS trigger conditions
Event: Create_bot_data
Event attributes: Question count less than 10 → Trigger when bot knowledge Q&A count is below minimum threshold
Add a background image to the modal to make announcements more fun and engaging
When the conditions are met, the modal is displayed.
Returning Users: Welcome Back & Re-engagement Flow
If the re-engagement trigger is based on the Account Readiness Score, a returning user’s account may have a low setup completeness score. The user may only view pages and visit the site without engaging with core features, or may have completed only partial configuration.
Re-engagement focus, ensure continuity when users leave after:
Creating a bot but left without training it
Opening Help Desk but no conversations
Bot workflow setup is incomplete
Attribute: Last_active
Event: Bot_Created happened ≥ 1 time
Event: Bot_Knowledge_Added happened = 0 times
Current URL contains /bots
Consistently triggering re-engagement flows for returning users helps guide them to complete critical feature configurations in CXGenie, turning accounts with low setup-completeness scores into highly configured and healthy profiles
