Customer Onboarding with AI
Guides new customers through the complete onboarding process: gather documents, create accounts, schedule introduction calls, and monitor progress.
At a glance
Up to 8 hours/week
time saving
Up to 5x within 3 months
expected ROI
Live in 3 weeks
from intake to production
GDPR-compliant
EU hosting & human-in-the-loop
Time savings and ROI are indicative and depend on your process, data and volume.
Before & after
From manual to automatic
Slow onboarding costs you new customers and a false start
- New customers must wait weeks for account setup, document processing, and first training.
- Manually requesting documents and data via email leads to delays and incomplete files.
- No standard onboarding flow: each employee does it differently, so quality varies greatly.
From contract to productive in days, not weeks
- Automatically sends welcome emails with checklists, forms, and document requests right after contract signing.
- Monitors onboarding progress per customer and sends reminders for missing steps.
- Automatically creates accounts in your systems and schedules introduction calls with the right team.
- Dashboard with onboarding metrics: average turnaround time, bottlenecks, and customer satisfaction.
Workflow
How it works
See how the agent moves through the process step by step — you stay in control of every decision.
Workflow in action
Customer Onboarding · Streamlined onboarding process for new customers
Contract signed
apiStep 1 of the automated process.
Start welcome flow
analysisStep 2 of the automated process.
Gather documents
dataStep 3 of the automated process.
Create accounts
outputStep 4 of the automated process.
Schedule introduction
apiStep 5 of the automated process.
0
Steps completed
5
Total steps
What it delivers
Faster activation, higher customer satisfaction
A standardized, automated onboarding process ensures every customer receives the same excellent experience.
faster customer activation
less early-stage churn
less admin per customer
Figures are indicative and depend on your processes and volume.
Integrations
Works with your software
Koppelt met CRM, projectmanagement en communicatietools.
CRM
Projectmanagement
Documenten
Frequently asked questions
What does the customer onboarding agent actually do?
It automatically sends welcome emails, checklists and document requests once a contract is signed, tracks progress per customer, and creates accounts and schedules introduction calls once the required steps are complete. The goal is to move customers from contract to productive use quickly and consistently.
What does this agent cost?
Standard agents like this one start from €2,500, with custom onboarding flows from €5,000 depending on the number of systems and steps involved. A free AI scan helps determine the right starting point for your situation.
How long does implementation take?
For this agent, implementation is usually live within 3 weeks, including the CRM, project management and document connections. Flows with several segments or approval steps can take a bit longer.
How is customer data protected during onboarding?
Data is hosted within the EU, and a data processing agreement can be arranged. Only the information needed to complete onboarding steps, such as contact details and signed documents, is processed.
Which systems does the onboarding agent connect with?
It connects with CRM tools such as HubSpot, Salesforce and Pipedrive, project management tools like Asana, Monday.com and Notion, and document tools such as DocuSign and Google Forms.
Does the agent create accounts and schedule calls fully automatically?
Routine steps such as sending checklists and reminders run automatically, but account creation and scheduling can be set up to require confirmation from your team first. You decide which steps run unattended and which need a review step.
Can I have different onboarding flows per product?
Yes, you can configure different onboarding flows per product, segment, or contract value, each with different steps and timings.
No matching agent? Have a custom AI agent built
Your process is unique. We build AI agents tailored to your workflow, integrations and goals. Contact us for a free intake.
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You work directly with Erwin Berkouwer, founder of UnifyAI — no account managers or junior consultants in between.
Erwin has 8+ years of experience in data and AI (banking, retail, e-commerce) and applies the same AI automation internally that he builds for clients. Per project he brings in the right specialist from his network.
Read more about Erwin and the way we workGet started with Customer Onboarding
Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.