Guides new clients through your onboarding process, collects required information, sets expectations, and delivers a premium first experience automatically.
The first 30 days of a client relationship determine retention. The AI Onboarding Agent delivers a polished, consistent first experience for every client — collecting information, setting clear expectations, and making a strong impression without consuming your team's time.
The moment a new client closes, the agent activates — sending a welcome sequence and beginning intake.
Gathers all required information through a structured, conversational flow.
Walks the client through timelines, what to expect, and next steps — from day one.