Effortless Onboarding with a Conversational AI Assistant

Welcome new customers, collect information, verify identity, and guide them to the right next step — all through a smart, chat-driven experience.

Loan Application Chatbot

Our Customer Onboarding Agent Solves this

Guided Conversations

AI walks users step-by-step, asking only what’s needed

Real-Time Data Collection

Instantly captures, validates, and structures customer input

Seamless Handoffs

Pushes data to your internal systems and notifies reps when needed

From Hello to Hand-Off in Minutes

The Onboarding Assistant helps you greet new users, verify them securely, and guide them to activation — across web, chat, or mobile. It collects details, uploads documents, answers questions, and syncs it all to your backend systems.

Captures user data and preferences through chat
Supports document uploads and OCR
Verifies ID and flags risky profiles
Sends structured data to your CRM, ticketing or onboarding platform

Loan Application Chatbot

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Confluence

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Azure DevOps

Microsoft Teams

Salesforce

Jumio

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Azure DevOps

Microsoft Teams

Salesforce

Jumio

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Confluence

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Azure DevOps

Microsoft Teams

Salesforce

Jumio

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Confluence

Slack

Notion

Azure DevOps

Microsoft Teams

Salesforce

Jumio

Jira

Confluence

Slack

Notion

Azure DevOps

Microsoft Teams

Salesforce

Jumio

Jira

Confluence

Slack

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Azure DevOps

Microsoft Teams

Salesforce

Jumio

Jira

Confluence

Slack

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Azure DevOps

Microsoft Teams

Salesforce

Jumio

Jira

Confluence

Slack

Notion

Azure DevOps

Microsoft Teams

Salesforce

Jumio

Salesforce

Microsoft Teams

Azure DevOps

Notion

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Confluence

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Jumio

Salesforce

Microsoft Teams

Azure DevOps

Notion

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Jumio

Salesforce

Microsoft Teams

Azure DevOps

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Jumio

Salesforce

Microsoft Teams

Azure DevOps

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Jumio

Salesforce

Microsoft Teams

Azure DevOps

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Jumio

Salesforce

Microsoft Teams

Azure DevOps

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Jumio

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Microsoft Teams

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Works With Your Tools

Our AI Assistant plugs into your onboarding stack using secure APIs.

CRM (Salesforce, HubSpot)
Document tools (Dropbox, Google Drive)
Identity verification (Jumio, Onfido)
Messaging (WhatsApp, Web chat, Line)

Potential Benefits

Faster Onboarding Time

Lower Drop-off Rates

Fewer Manual Touchpoints

Book a Demo

See our autonomous agents in action and discover how they can transform your operations.

Schedule a demo