Create personalized email onboarding sequences with your AI agents
Swiftask connects your AI agents to Elastic Email. Send tailored welcome emails based on your users' real-time behavior.
Result:
Drastically improve your activation rate and reduce churn from the very first minutes.
AI Agents
elastic email
Connector elastic email · Secure OAuth 2.0
Why your generic onboarding sequences are failing
One-size-fits-all onboarding emails are ignored. Without personalization, new users fail to understand your product's value. You lose conversion opportunities due to lack of relevance.
Main negative impacts:
Low engagement rates
Irrelevant emails are perceived as spam. Your users unsubscribe before discovering your key features.
Disconnected onboarding
Your emails don't reflect actions taken inside your platform. The feeling of personalization is absent.
Complex segment management
Manually managing user segments and triggering the right emails becomes unmanageable as your base grows.
Swiftask uses AI to analyze user journeys and trigger onboarding sequences via Elastic Email, ensuring every message is relevant, timely, and personalized.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask
You send a linear, pre-defined sequence to all new signups. Regardless of whether they have already set up their profile or tested a feature, they receive the same emails, creating unnecessary friction.
With Swiftask + Elastic Email
Your AI agent tracks actual activity. If a user gets stuck, the agent triggers a personalized help email via Elastic Email. If they progress, they receive advanced tips. It's intelligent onboarding.
Set up your intelligent onboarding in 4 steps
1
STEP 1 : Define your user segments
Identify the key behaviors that trigger your onboarding sequences within the Swiftask interface.
2
STEP 2 : Connect Elastic Email
Link your Elastic Email account to allow the AI agent to send your transactional email templates.
3
STEP 3 : Program agent rules
Teach your agent which conditions trigger specific types of emails (e.g., welcome, setup reminder, tips).
4
STEP 4 : Optimize continuously
Analyze performance in Swiftask and adjust email content to maximize conversion rates.
Key features of AI-driven onboarding
The AI agent analyzes real-time usage data to adapt the tone, content, and timing of every email sent via Elastic Email.
- Target connector: The agent performs the right actions in elastic email based on event context.
- Automated actions: Dynamic user segmentation. Email body personalization with dynamic variables. Conditional triggering based on events (Webhooks). Automatic A/B testing of email content.
- Native governance: All interactions are synchronized, providing a unified view of the user journey in Swiftask.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-elastic-email@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Benefits of AI-powered onboarding
Accelerated conversion
Users are guided toward your product's value proposition seamlessly.
Personalization at scale
Send thousands of unique emails as if every user had a dedicated account manager.
Reduced churn rate
By actively helping your users, you reinforce loyalty from the start.
Operational agility
Modify your onboarding strategy in a few clicks without changing your app's code.
Reliable delivery
Leverage Elastic Email's robust infrastructure to ensure your messages hit the inbox.
Security and data management
Swiftask applies enterprise-grade security standards for your elastic email automations.
- Secure Elastic Email API: Swiftask communicates with Elastic Email using secure, encrypted API keys.
- Data privacy: Your user data is processed in compliance with GDPR for email personalization.
- Access management: Precisely control which team members can modify email sequences.
- Detailed sending logs: Track every sent email and its delivery status directly in your dashboard.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your onboarding KPIs
| Metric | Before | After |
|---|---|---|
| Open rate | Standard (15-20%) | High (35%+) |
| Time to activation | Several days | A few hours |
| Marketing workload | Manual/Cron jobs | Fully automated |
| Trial-to-Paid conversion | Low | Optimized via personalization |
Take action with elastic email
Drastically improve your activation rate and reduce churn from the very first minutes.