Customer Onboarding
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
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.
Get started with Customer Onboarding
Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.