• DROP-OFFS
  • FLOW DATA
  • REVISIONS
  • HUMAN

How to audit onboarding flow performance with your AI

Connect Appcues to your AI client once. From there, your agent handles the heavy lifting of scanning your flows and finding friction points.

Ask AI about this page

Short answer

How can I audit my onboarding flows using AI?

Your AI uses the Appcues connector to pull your current flow configurations and engagement data. It identifies specific steps where users stop interacting, giving you a clear map of where to fix your onboarding.

Audit outcomes.

Where your findings land.

The AI categorizes its findings into four distinct areas based on the data it pulls.

DROP-OFFS

Friction point identification

The AI flags specific steps in your flows where engagement spikes or falls. You get a list of exact moments users lose interest.

FLOW DATA

Current flow inventory

Your agent pulls a full list of active flows. This gives you a baseline of what is currently running in Appcues.

REVISIONS

Suggested flow tweaks

Based on the drop-off data, the AI suggests specific changes to your flow logic. You decide which changes to actually implement.

HUMAN

Manual design review

The AI identifies complex UI issues it can't see. These are the moments where you need to step in and look at the actual design.

The workflow

What your AI does when the request arrives.

The AI moves from broad discovery to specific data extraction to find your leaks.

  1. Inventory flows

    The AI first looks at everything you have running in Appcues to understand your current onboarding setup.

    list_flows

  2. Inspect specific flows

    Once it knows which flows exist, the AI pulls the granular details and engagement metrics for a specific flow you're worried about.

    get_flow

  3. Analyze drop-off points

    The AI compares the steps within a flow to see where the user count drops significantly.

    get_flow

  4. Report findings

    The AI summarizes the data into a readable report of where your onboarding is failing.

    list_flowsget_flow

Try it

Copy these to start.

Use these prompts to kick off your audit.

Starting points

These are opening lines. Replace the names of your flows with the actual names used in Appcues.

Appcues Connector

You're all set. Choose your MCP client and follow the setup instructions.

Connector linkhttps://edge.vinkius.com/vk_preview_rOwkjQxM3AikVsYjGJetdi9QldtT26neyniJs3YT/mcp

Claude Desktop

Follow the steps below to connect in seconds.

  1. 1In Claude Desktop, open Settings → Connectors.
  2. 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
  3. 3Click Add and start a new chat — Appcues capabilities are ready to use.
Configuration · claude_desktop_config.jsonCopy
{
  "mcpServers": {
    "appcues-mcp": {
      "url": "https://edge.vinkius.com/vk_preview_rOwkjQxM3AikVsYjGJetdi9QldtT26neyniJs3YT/mcp"
    }
  }
}
Copy into chat04

  • List all my active Appcues flows so I can see what we're running.

  • Get the details for my 'New User Welcome' flow and tell me where people are dropping off.

  • Compare the engagement data between my 'Trial Onboarding' flow and my 'Pro Onboarding' flow.

  • Look at the 'Feature Tour' flow and identify the step with the highest exit rate.

  • Claude
  • ChatGPT
  • Cursor
  • VS Code
  • Windsurf
  • Claude Code
  • JetBrains
  • Cline

Start here

Connect Appcues once, then ask.

Just click the link to connect your account. Your credentials stay encrypted, and you can start chatting with your data immediately.

Connect Appcues to your AI

FAQ

How this task behaves.

  • 01

    Can the AI change my Appcues flows directly?

    No. The AI can only read your flow data and suggest changes. You must log in to Appcues to actually edit or publish any changes.

  • 02

    Can the AI delete a flow if it's performing poorly?

    No. The AI has no permission to delete or modify your Appcues account settings or flows.

  • 03

    Does the AI see my user's personal information?

    The AI only accesses the engagement and flow configuration data provided by the Appcues tools.

  • 04

    How does the AI know which flow to look at?

    You tell the AI which flow to inspect by name, or you can ask it to list all flows first so you can pick one.

  • 05

    Can I use this with any AI client?

    Yes, as long as your client is MCP-compatible, like Claude, Cursor, or Windsurf.

  • More questions about Appcues? See everything the Appcues Connector can do

Connect Appcues to Claude, Cursor, ChatGPT & more