Agent template · Onboarding
Thank every paying customer personally
The moment someone pays is when they're most open to hearing from you. This agent drafts a short, genuine thank-you from you with one practical tip, so new customers get value fast.
How it works
- 1
Your app sends an "upgraded" event to Dinabite when someone pays.
- 2
The agent looks them up and drafts a short thank-you with one useful tip.
- 3
You approve it, or let it send on its own.
- When it runs
- When your app sends an event
- Works with
- Your app (API), Email, Contacts and deals
- You fill in
- Event name your app sends, Sign off as, When to send it, The most useful thing paying customers should try
Why it helps
- Every customer feels noticed, not just the big ones
- Helps new customers get value in their first week
- Works with any app through the Dinabite API
Hi Marcus, Thank you for upgrading. It genuinely means a lot to a small team like ours. One tip: connect your calendar so bookings sync both ways. It takes two minutes and saves a lot of double-booking. Will, founder
What the agent is told
No black box: these are the instructions it starts with, and you can change any of them. Anything it writes for someone else waits for your approval until you say otherwise.
More onboarding templates
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When someone signs up, it looks them up and drafts a short, personal email from you.
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Onboarding · When your app sends an event
Trial ending → helpful nudge
When a trial is about to end, it drafts a helpful email based on how they've used the product.
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Set up “Upgrade → personal thank-you” in two minutes
Create a free account, fill in a few blanks, and it starts working.