Boost your onboarding with Heap analytics and Swiftask
Swiftask turns your Heap data into actionable results. Identify exactly where your users drop off and trigger personalized AI interventions automatically.
Result:
Reduce early churn and accelerate the adoption of your key product features.
AI Agents
heap
Connector heap · Secure OAuth 2.0
Why do your users struggle during onboarding?
You have the data in Heap, but acting on it is difficult. Product teams spend hours manually segmenting users, while conversion opportunities vanish with every friction point.
Main negative impacts:
Invisible user drop-offs
Without immediate intervention, a user stuck on a step becomes a lost customer, even if you know exactly where they failed.
Expensive manual segmentation
Manually analyzing thousands of Heap events to personalize help messages is impossible to scale.
Lack of contextual reactivity
Timing is everything. Help delivered 24 hours after a blockage is useless. Reactivity must be immediate and contextual.
Swiftask connects your Heap insights to your communication channels. As soon as a user encounters friction, your AI agent takes over to guide and convert them.
BEFORE / AFTER
What changes with Swiftask
The classic Heap approach
Your product team analyzes a Heap funnel on Monday. They notice a 40% drop at step B. They write a generic email for all users. The result is generic and doesn't impact the users who got stuck on Tuesday.
The Swiftask + Heap approach
As soon as a user stalls at step B in Heap, Swiftask detects the signal. Your AI agent instantly sends a personalized message via support tools or email, offering help specific to their exact blockage.
Optimize your user journey in 4 steps
1
STEP 1 : Connect your Heap data
Integrate Heap with Swiftask to centralize your behavioral events in real time.
2
STEP 2 : Define friction signals
Configure alerts in Swiftask based on specific behaviors captured by Heap (e.g., excessive time on a page).
3
STEP 3 : Configure the intervention agent
Create an AI agent capable of generating contextual responses to help users bypass blocking steps.
4
STEP 4 : Automate and measure
Activate the agent and track the increase in conversion rates directly in your Swiftask dashboards.
Key integration features
Swiftask analyzes the user's full journey in Heap, including clicks, sessions, and user properties, to personalize every interaction.
- Target connector: The agent performs the right actions in heap based on event context.
- Automated actions: Sending contextual messages, triggering support workflows, updating CRM, alerting Customer Success teams.
- Native governance: Every interaction is tracked to allow continuous improvement of your onboarding strategy.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-heap@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.
Why choose Swiftask for your onboarding?
Reduced early churn
Resolve blockages as they happen, before the user leaves your product.
Scalable personalization
Every user receives help tailored to their real journey, with zero human intervention.
Data-driven decisions
Stop guessing what works. Your automations are driven by your Heap data.
Operational time savings
Free your product teams from manual tracking tasks to focus on product evolution.
Continuous improvement
Learn from every interaction to refine your triggers and maximize conversion rates.
Privacy and governance
Swiftask applies enterprise-grade security standards for your heap automations.
- Heap data security: Your behavioral data is processed with the strictest security standards.
- Full agent control: You maintain control over your AI's intervention rules.
- Full audit trail: Track every action taken by the AI agent for complete transparency.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Measurable impact on your KPIs
| Metric | Before | After |
|---|---|---|
| Reaction time | Several days | A few seconds |
| Onboarding conversion rate | Current baseline | Average 15-25% increase |
| Manual effort | High (analysis + sending) | Low (supervision only) |
Take action with heap
Reduce early churn and accelerate the adoption of your key product features.