Redesigning new user onboarding for growth
AI Design Growth Retention 2025–26

New User Onboarding for M365 Copilot Mobile

Turning a confusing first run into a guided first success — so new users feel Copilot's value before they're asked to trust it.

~40K
Net-new weekly prompting users — no acquisition spend
1.6–1.8×
Lift in consumer Week-1 activation
0
Retention regressions across iOS & Android
Role
Senior Product Designer
Product
M365 Copilot Mobile
Scope
Strategy · UX · Prompt Design · E2E Flows
Platform
iOS · Android

New users left before Copilot ever proved its worth.

The first run leaned on generic prompts and silent failures. Most new users never sent a meaningful prompt — and most never came back.

Research Insights

Chat Active Rate — New User Behaviour

Organic vs Inorganic acquisition across iOS & Android paid segments

Source: Historical app usage data from M365 Copilot Mobile telemetry

Organic
Inorganic
iOS
Paid Enterprise
Organic
60%
Inorganic
7%
Paid Consumer
Organic
35%
Inorganic
2%
Android
Paid Enterprise
Organic
63%
Inorganic
6.5%
Paid Consumer
Organic
8%
Inorganic
0.5%
New Users (overall)
iOS
26%
Android
19.5%

Only ~26% of new iOS users — and 19.5% on Android — ever became chat-active. The funnel was leaking at the very first step.

Stop touring features. Engineer a first success.

"If the first interaction feels useful, users come back. If it doesn't, they won't."

So the whole first run was rebuilt around a single moment: the user's first prompt succeeding — and a Week-1 target of every new user submitting one.

Three moves that changed the equation.

01

Personalized first prompts

Work-graph prompts for M365 subscribers; quick-win prompts for consumers. Never generic suggestions.

02

Silent progressive setup

Eligibility and setup run in the background. Users reach chat only when Copilot is ready.

03

Control as a constraint

Dismissable at every step. Trust earned through quality, never forced engagement.

Early flows and iterations — working through structure, density and hierarchy before landing on the final direction.

Exploration 1
Exploration 2
Exploration 3
Exploration 4
Exploration 5
Exploration 6
Exploration 7
Exploration 8
Exploration 9
Exploration 10
Exploration 11
The first-run flow

Perceived latency turns a technical wait into a moment of personalization. The hero prompt arrives pre-filled and contextual — built to succeed. The response confirms Copilot understands the user's world.

First-run flow — perceived latency, hero prompt, response First-run flow — perceived latency, hero prompt, response
End to end

Two patterns. One quick test.

Two design patterns were on the table — Treatment A and Treatment B. To find out what actually worked before committing, we shipped both into a small A/B test with 5% of users, then finalized the pattern based on what moved the metric.

Treatment A and Treatment B onboarding designs — light mode Treatment A and Treatment B onboarding designs — dark mode

Onboarding became a measurable growth lever.

Net new prompting users WoW
~40K
Driven purely by onboarding improvements — no acquisition spend.
Reversed the decline
First-time prompting reversed its drop after earlier IA changes.
+1.6–1.8×
Consumer paid users
Week-1 Copilot Active users
+1.1–1.2×
Premium SKU
Week-1 Copilot Active users
Stable retention
No negative signals. Consistent across Android & iOS.

Sole designer, end to end.

Strategy & scope

Set direction and pressure-tested the spec with the PM.

Research & data

Grounded every decision in telemetry and prior studies.

End-to-end UX

Concept to ship — flows, prompt design, iOS & Android.

Prompt design

Engineered first prompts for first-time success.

Leadership reviews

Presented at milestones; defended rationale to senior leaders.

Impact tracking

Read live metrics weekly to validate and iterate.

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