Agent template · Onboarding

Convert more trials without pushy emails

Generic "your trial is ending" emails get ignored. This agent reads what each person actually did in your product and writes a short, helpful note that points them to the one thing worth trying before they decide.

How it works

  1. 1

    Your app sends a "trial_ending" event a few days before the trial ends, with usage details if you have them.

  2. 2

    The agent looks them up and drafts a short email about what they've done and what they haven't tried.

  3. 3

    If they seem unsure, it offers a call or an extension, whichever you choose.

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, What to offer people who aren't sure yet

Why it helps

  • Every trial gets a personal nudge, based on real usage
  • No countdown timers or fake urgency
  • Works with any app through the Dinabite API
Example draft (made-up example)
Hi Lena,

You've scheduled 14 posts this trial, which is great. One thing you haven't tried is the weekly batch agent, which drafts next week's posts for you. Worth a look before Friday.

If you're not sure yet, I'm happy to add another week.

Will

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

  • Onboarding · When someone signs up

    New signup → personal founder email

    When someone signs up, it looks them up and drafts a short, personal email from you.

    Works with Your app (API), Email, Contacts and deals

  • Onboarding · When your app sends an event

    Upgrade → personal thank-you

    When a customer upgrades or pays, it drafts a short thank-you from you with one useful tip.

    Works with Your app (API), Email, Contacts and deals

Set up “Trial ending → helpful nudge” in two minutes

Create a free account, fill in a few blanks, and it starts working.

Trial ending → helpful nudge email: AI agent template | Dinabite