Every new customer
up and running instantly.

Pip, your onboarding agent, guides each new customer inside your product.

ExamplePip inside

Clara, a new customer of Atoll, sends her first invoice.

Any question, any hour

Customers can ask Pip anything, by voice or by message.

By voice

Where do I add my bank details?

In Settings, under Payments. I can take you there.

Take me there

By message

Do you take payments by card?

Pip

Yes. Turn on Pay online and your clients pay by card, from the invoice.

Payments guide · page 2

And single sign-on with Okta?

Pip

That one is new to me. I'm asking Tom.

Tom Girard

Yes, on the Scale plan. I'll set it up with you.

Added for every customer

On top of your productOne tap away, on every screen.
With the sourceEach answer says where it comes from.
A person when it mattersA new question reaches the right person, once.

Inside your product

Pip works on top of your product.
Four layers, one screen.

Example · Atoll's Money page

Your productThe screen your customer has open, as you built it.
What Pip readsEvery link, field and button on it, as the customer moves.
What your team knowsTheir answers, pinned to the place where each one applies.
PipThe next step, shown on the screen and said out loud.

Your customer sees one screen: your product, with Pip in it.

Long setups

Your longest setup, one step at a time. Up and running on day one.

Done by Pip09:02
Bring in the brand
Logo and colours, taken from Quillon's website.

QOn every invoice
Shown by Pip09:11
Send the first invoice
Pip showed the way and wrote it. Clara pressed Send.

Send invoicePip
Pip asked09:20
Choose the admin
Pip asked who runs the account. Clara named Hugo.

ClaraHugo
Done by Pip09:26
Invite the team
Twelve invitations, sent from the list Clara pasted.

+812 invited
Done by Pip09:40
Bring in 312 clients
Pip mapped the fields after one question.

CompanyClient nameVAT no.Tax number
Shown by Pip10:05
Connect the bank
Pip pointed, Clara clicked. Two minutes.

Connect bankPip
Tom stepped in11:30
Turn on single sign-on
New to Pip, so Tom joined for ten minutes. His answer is kept for every customer.

Yes, with Okta. Let's set it up now.
Done alone14:00
Send an invoice alone
Hugo did it by himself. His team at Atoll saw it.

HugoDone alone
Up and running17:00
Quillon sent 24 invoices on its first day.

Signed at 9:00. Eight steps: Pip did three, showed two and asked once. Tom came in once, and Hugo sent his first invoice alone.

ExampleQuillon's first day, 09:00 0done by Pip0shown0asked0by a person0alone

Set up in one conversation

Teach Pip once. It onboards every customer after.

1
Tell
Your best onboarding person answers Pip's questions, out loud.

PipWhat do new customers ask you most in their first week?

Léa is talking
2
Show
They do each step once, on their own screen.

ClientsImport clients

Léa Recording · 2:40
3
Pip knows
Every customer gets their answers and their steps.

42answers

16steps

Each one keeps Léa's name

Pip also reads your help centre, docs and guides.

The sixteen steps Léa has shown so far

In your product

It looks like your product. It sounds like you.

AtollYour colours. Your name on it, or none.

Your colours

Your tone of voice

Where do I add my bank details?

Atoll

Happy to help, Clara. It's in Settings, under Payments. Shall I take you there?

Also yours: the voice it speaks with, the words it uses for your product, and the people it hands over to.

For your team

Every customer in view. Every question counted.

New customersThis monthExample

QuillonUp and running on day one

On track

HalyardTheir bank details are missing

Waiting on them · 2 days

BrisaFirst invoice out in 14 minutes

On track

NomaWhole team live since Tuesday

Live

Asked this month

Can we import our clients?

9 customersPip answered

Do you support single sign-on with Okta?

4 customersTom answered once

Where do we add seats?

3 customersMissing from your docs

Write the answer once. Pip gives it to every customer after.

And for their AI agents

When a customer sends an agent, Pip onboards it too. Headless, agent to agent.

Quillon's finance agentconnected over MCP

Pipfor Atoll

Example

I set up Quillon's account. What is there to do?
Eight steps. Two of them need a person's yes.
import_clients
312 clients in
Which VAT rate for clients in Germany?
Reverse charge.
Amélie Roux · by voice
Clara, approve the first invoice: €9,360 to Harbour & Pine?
Clara approved
send_invoice
Invoice 001 sent

Over MCP or your APITheir agent connects the way it already works, with nothing to click.
The same answersWhat your team knows, with the source each time.
A person says yesMoney, access and deletions wait for a person.

Every new customer up and running instantly.

Customers can ask Pip anything, by voice or by message.

Pip works on top of your product. Four layers, one screen.

Your longest setup, one step at a time. Up and running on day one.

Bring in the brand

Send the first invoice

Choose the admin

Invite the team

Bring in 312 clients

Connect the bank

Turn on single sign-on

Send an invoice alone

Quillon sent 24 invoices on its first day.

Teach Pip once. It onboards every customer after.

Tell

Show

Pip knows

It looks like your product. It sounds like you.

Every customer in view. Every question counted.

When a customer sends an agent, Pip onboards it too. Headless, agent to agent.

Every new customer
up and running instantly.

Pip works on top of your product.
Four layers, one screen.