Intake & Data Collection
AI agents guide new customers through information collection, request documents, and validate submissions in real-time—eliminating back-and-forth emails.
Customer Onboarding Automation with Intelligent AI Agents
Transform your onboarding experience with AI agents that collect documents, verify information, set up accounts, and guide new customers—reducing time-to-value from weeks to hours.
The Challenge
Why traditional onboarding fails
Slow & Frustrating First Impressions
Manual onboarding processes create delays, require multiple follow-ups for missing information, and leave new customers waiting—often leading to abandonment before they experience your product's value.
Repetitive Manual Work
Your team spends hours on data entry, document verification, account setup, and sending welcome emails—tasks that could be automated while they focus on high-touch customer relationships.
Inconsistent Experiences
Without standardized workflows, onboarding quality varies by team member and time of day. Some customers get white-glove treatment while others fall through the cracks.
Use Cases
AI-powered onboarding that delights customers
Automated Document Collection & Verification
AI agents request required documents, validate submissions, extract key information, and flag discrepancies—all without human intervention for standard cases.
Intelligent Account Setup & Configuration
Automatically provision accounts, configure settings based on customer preferences, integrate with existing systems, and ensure everything is ready for day one.
Personalized Welcome & Training Journeys
Deliver tailored onboarding sequences based on customer segment, use case, and engagement patterns. AI adapts the journey in real-time based on customer behavior.
Simple steps to automate Customer Onboarding
How it Works?
Verification & Account Provisioning
Automated verification of identity, documents, and business information. Accounts are configured and provisioned based on your rules and customer selections.
Guided Activation & Success
Personalized onboarding journeys help customers achieve their first success milestone, with AI agents available 24/7 to answer questions and provide guidance.
Smart Features
Smart Features
Build Custom Onboarding Flows
Design onboarding workflows for different customer segments, products, or regions—all without coding.
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KYC & Identity Verification
Automated identity verification, document authentication, and compliance checks integrated into your onboarding flow.
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CRM & System Integration
Seamlessly connect with Salesforce, HubSpot, your billing system, and product to keep all customer data synchronized.
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Progress Tracking & Nudges
Monitor onboarding progress in real-time and automatically send personalized reminders to customers who stall.
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Handoff to Human Teams
Complex cases are seamlessly escalated to your team with full context, ensuring nothing falls through the cracks.
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Onboarding Analytics
Track completion rates, time-to-activation, drop-off points, and customer satisfaction to continuously optimize your process.
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Deliver exceptional onboarding experiences!
Reduce onboarding time by 80%, increase activation rates, and turn new signups into successful customers faster.