AI Onboarding
Guided setup for companies and members, with the assistant in the room.
Setup that answers back
Instead of a long checklist, ask Vutesa what to do next. She reads feature status and module guides, then tells you the next step.
Built for replicated teams
Companies can rely on Vutesa to answer the same setup questions for every new member, so the team ramps without a support queue.
How it works
Ask what is next
Vutesa reads your feature status.
Follow the guide
Step-by-step help for each module.
Check it worked
Ask again or open a ticket.
Move on
Next module, same assistant.
What's included
Module guides
Help for every Upward module.
Feature status
Knows what is switched on.
Knowledge search
Your company's own help articles.
Human hand-off
Support tickets reach people.
Frequently asked questions
Does onboarding help still work after the free window?
Yes. Technical and how-to help is always available, even after the first 3 free days.
Can my company add its own help articles?
Yes. Vutesa searches your knowledge articles as well as the built-in guides.
Can she open a support ticket?
Yes. She can create a ticket and list your existing ones.
Is Vutesa included on the Free plan?
Free members get the full assistant for the first 3 days after they join. After that Vutesa stays available for technical and how-to questions about using Upward, but personal actions such as reading your CRM or booking meetings need a paid plan. Paid plans keep the full assistant.
What can Vutesa not do?
She cannot read other members' data, send messages on her own, or change your plan or billing. She does not invent facts about your business: answers come from your CRM, your knowledge articles and your settings, and she says so when she does not know.
Related
Vutesa AI
Vutesa works inside the tools you already use. Ask her about a lead, a meeting or a video, and she answers from your own data. Ask her to do something, and she prepares it for you to confirm.
AI Business Assistant
One assistant that knows your CRM, calendar, videos and MySites, takes real actions and asks before it does anything that matters.
CRM
A CRM that fills itself from every touchpoint. Leads, contacts and companies, a pipeline you can shape, and one timeline per person.
Pricing
Plans for members and companies.
Have a question about AI Onboarding?
Ask Vutesa, Upward's AI assistant — answers draw on this page's content.
Ready to turn every conversation into growth?
Start free, then replicate your system across your whole team.