Onboarding Agent

New customers live, without the document chase.

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★ 4.7 · 220 deployments · from $99/mo · Approval required

What it does

Builds a checklist for each new customer, validates submitted documents, and sends polite reminders for gaps. Status stays visible until the account is active.

Capabilities

Collect documentsCheck completenessChase missing itemsKYC remindersStatus trackingWelcome sequencesHandoff to teamTime-to-live reports

How it works

InputSigned customer record
ResearchCreate tailored checklist
DecisionCollect and check documents
ActionRemind about missing items
ResultActive, verified account

🛡️ Human approval — Approval required. You choose. Run it autonomously, or approve messages and actions before they go out.

2xfaster onboarding

70%less chasing

95%docs complete

Where Onboarding Agent helps most

Customer supportGuides new customers through each step and answers onboarding questions.→ReportingReports onboarding progress and time-to-active for each cohort.→Appointment bookingSchedules verification or kickoff calls during onboarding.→

Popular in

💳 Finance 💻 SaaS 🎓 Education

What customers say

“Our customers activate in days, and we no longer send reminder emails.”

KBKevin Brooks
Ops Head, Fintech

Questions about this agent

How are customers reminded?

Through polite, timed reminders on the channel each customer prefers.

Can our compliance team review documents?

Yes — no document is accepted until your team approves it.

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