About AndSend
AndSend is an AI-powered Customer Relationship Agent that helps sales professionals build and maintain real connections at scale. By bringing together LinkedIn, email, and CRM activity into a single, focused workspace, AndSend makes it easier to stay on top of the right conversations. Its AI highlights who to reach out to, when to follow up, and suggests thoughtful, well-timed messages that feel natural, not automated.
Opportunity
With strong inbound demand and a fast-growing self-serve motion, AndSend saw an opportunity to better support new users during their first sessions. The product is packed with valuable features, but like many powerful tools, it requires some initial setup and orientation to get the most out of it.
The existing onboarding flow covered the essentials but relied heavily on static content. The team wanted a more engaging, intuitive way to help users understand how the product fits into their workflow and guide them through those first steps with clarity and confidence.
Solution
AndSend partnered with Saltfish to launch an interactive, in-app onboarding experience featuring Alexandra, their Head of Customer Success.
The multi-step flow walks new users through what AndSend does, how it fits into their workflow, and how to take meaningful first steps. Each video is short, clear, and tied directly to the interface, making the experience easy to follow and confidence-building.
Users can choose to opt in or explore on their own, allowing for flexibility without enforcing a rigid path. The result is a more approachable and human onboarding journey that reflects AndSend’s brand and values.
Outcome
The Saltfish onboarding experience has become a trusted part of AndSend’s self-serve flow, delivering clear, in-product guidance right when users need it most. It gives new signups a strong foundation to understand how the platform works and what to do next, all without relying on support or live demos.
As a team that frequently iterates and runs onboarding experiments, AndSend needed a format that could evolve with the product. Saltfish makes it easy to adjust, update, and refine the experience without engineering support — making it a natural fit for a fast-moving, product-led team.
“Saltfish gave us a scalable way to guide users without adding friction or complexity. It's embedded, human, and just works.”
Looking ahead
Building on the foundation of their interactive onboarding experience, AndSend is now expanding its use of Saltfish across the product to support users beyond their first session. New video touchpoints are being embedded throughout the app to progressively educate users, highlight advanced features, and offer timely guidance exactly when it’s needed. This includes:
- Deep dives into key features like building effective playbooks and customizing workflows.
- Progressive education moments based on in-app behavior and user maturity.
- Just-in-time video support that removes guesswork without disrupting flow.
By layering in contextual video throughout the journey, AndSend is creating a more intuitive, supportive product experience — one that drives deeper engagement and long-term adoption.
