Automation · Automated Onboarding

Activate new customers without friction.

From contract signed to first successful use — the agent guides, answers and unblocks.

What it does

Concrete capabilities, executable from day one.

Guided activation

Step-by-step flow via email + WhatsApp + in-app chat.

Multi-persona

Different onboarding for admin, standard user and technical.

24/7 replies

FAQs resolved before they escalate.

Auto kick-off

Books the kick-off call with the right CSM.

Customer health

Detects churn risk before it happens.

Time-to-value SLA

Alerts the team when a customer hasn't activated in N days.

How it works

Four steps — receive, understand, decide, execute.

1

Receive

Captures the channel input — text, voice, form, API.

2

Understand

Parses intent, context and relevant CRM data.

3

Decide

Applies business rules and conditional logic.

4

Execute

Replies, books, updates the system or hands off to a human.

Included modules

Pre-configured pieces activated per your stack.

Multi-channel sequence with measurable checkpoints.

Key metrics

Measurable results, with context.

+48%

7-day activation

Vs. traditional human onboarding

–30%

Month-one churn

Guided customers stick around longer

24/7

Question coverage

No waiting for the CSM to come online

3–5

Weeks to go-live

With welcome playbooks + product integration

Plugs into your stack

CRM, ERP, calendar and operational channels.

OpenAI
Anthropic
OpenClaw
Salesforce
Google Cloud
Twilio

Frequently asked questions

Your agent live in 2–6 weeks

No custom integrations, no lock-in. Turnkey deployment.

Sin compromiso · Implementación llave en mano · Respuesta en 24h