AI Customer Onboarding

AI customer onboarding handles the first 14 days of a new customer relationship for you. It sends the welcome email, asks the right setup questions over chat, configures their account based on their answers, schedules the kickoff only if it's actually needed, and checks in at days 3, 7, and 14 to nudge them toward their first win. We build it against your product (Segment, PostHog, or direct API events trigger the right messages) and your CRM (HubSpot, Salesforce). For services businesses, the same pattern handles paperwork collection, scheduling, and expectations-setting. Setup is 3 to 4 weeks. The number we care about is activation — the percent of new customers who complete the core action that predicts retention. Most clients see that number climb 15 to 30 percent because the bot never forgets to follow up and never gets distracted by a louder customer in another tab.