Agentic onboarding teardown

Added for comparison · www.gumloop.com

Gumloop

AI agent platform for companies: build, share and govern agents (GTM, support, CRM, research) connected to company tools, plus a personal agent 'Gumball'; usage billed in credits at cost plus a fee.

Why it's here: AI agents/automation platform with a historically generous credit-metered self-serve free tier and strong product-led growth into team plans; a contrast for credit metering and team upsell.

Full flow17 steps

How they turn free users into paying ones

Gumloop has dropped its free tier. Google sign-up asks for Gmail send and Calendar edit access up front (optional at Google's consent screen), then four explainer slides, then a hard gate: the only way into the product is a card-backed 14-day Pro trial that converts automatically at $37/month. Trial-to-paid is therefore opt-out. Once paying, usage is billed at the AI providers' list cost plus an 8% fee, and when the 20k monthly credits run out agents stop until the user switches on pay-as-you-go (default ceiling $5,000). Larger accounts are steered to Enterprise through spend-governance features and 'Book a demo'.

Sharpest tactic

A card-required, auto-converting trial as the only door: the last onboarding screen offers 'Start free 14-day trial' or 'Sign out'.

The flow, step by step

Click any screenshot to enlarge; use ← → to page through. Viewport 1440×900; tall pages are full-page captures. Steps marked docs come from public help pages, not the live app.

Monetization mechanics

Trial / free offer14-day Pro trial, card required, auto-converts to $37/month (checkout: 'Try Gumloop Pro Plan, 14 days free, then $37.00 per month', total due today $0.00).
Card requiredYes (to get past onboarding at all)
What free actually allowsNone. After a short onboarding (4 explainer slides and an attribution question) the last step is a hard gate: 'Start free 14-day trial' or 'Sign out' / 'Delete account'. There is no free tier to fall back to.
How usage is shown[DOCS] Running credit cost shown live next to each chat's name in the chat header, with a per-category breakdown drawer (Chat & Reasoning, Tool Calls, Compute, Orchestration Fee, Brain...); credit logs in Settings > Usage & Limits; Insights dashboard (Enterprise only). Emails: 'Out of Credits Notification' on by default, usage alerts at 75% and 90%.
Discounts & annual nudgesNo annual toggle or promo. '12,600 bonus credits' framing (more than half of Pro's 20k is labelled bonus); Enterprise 'discounts available' on the 8% orchestration fee.
Sales assist'Book a demo' on every page with a multi-step contact form (work email, company size, what to automate) (step 9); Enterprise with optional embedded Gumloop expert and dedicated Slack support; Gumloop University, workshops, learning cohorts and 'Hire an Expert'.
Time to valueNot reached: the product is gated behind a card-backed trial right after onboarding (~2 minutes in).
Aha momentShown, not experienced: explainer slides on triggers, artifacts (dashboards/decks), each agent's own computer, and learned 'Skills'.
Account usedGoogle sign-in with a real company Google Workspace account Nikhil signed into the Composio cloud browser (identity scopes only; name and email masked on screenshots). Earlier throwaway-email attempt kept as context.
Geo noteUSD; no geo redirect observed.

Plans

PlanPriceBillingIncludes
ProStarts at $37/monthmonthly; 14-day free trial (card required, auto-converts)20,000 credits/month (7,400 at $0.005 list + 12,600 bonus), unlimited agents/seats/teams, 35+ models, BYOK, Company Brain, GitHub skill sync, 1 hosted MCP server, 5 concurrent workflow runs / 25 agent chats, email support
EnterpriseCustominvoiced contractCustom credits that roll over, negotiable orchestration fee, VPC (no compute charge), org-wide guardrails, SCIM/SAML, RBAC, audit logs, AI Spend Insights + usage analytics agent, dedicated Slack support, optional embedded Gumloop expert

Paywall triggers

  • Google sign-up asks for Gmail 'read, compose, and send' and Calendar 'edit and delete' scopes at account creation (optional checkboxes; step 6)
  • Final onboarding step: 'Try Gumloop Pro to access unlimited agents, any model, and 300+ connectors' with only a trial button (step 13)
  • Stripe trial checkout requires a card (step 14)
  • [DOCS] Over 20k monthly credits: agents stop until pay-as-you-go is enabled

Upgrade prompts & copy

  • Landing/pricing 'Get Started' / 'Start 14-day free trial' / 'Book a demo'
  • Onboarding gate 'Start free 14-day trial · $37/month after your trial. Cancel anytime before your trial ends and you won't be charged' (step 13)

Lifecycle emails

  • None arrived during the run.

What Kite could take from it

Caveats: No card was entered, so nothing past the trial checkout was seen. In-app usage meters and pay-as-you-go prompts come from docs.

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