Ideal For:
B2B SaaS, professional services, and any business with a multi-step setup or compliance process.

How It Works:
The AI guides new clients through forms, document submissions, orientation flows, and FAQs — answering questions or escalating as needed.

Benefits:

• Consistent onboarding

• Reduces manual effort

• Faster activation

• More confident clients

What’s Included:

• Dynamic onboarding scripts

• Document handling prompts

• FAQ automation

• Progress tracking

Optional Add-Ons:

• API-based CRM onboarding

• Tiered onboarding flows

• Email follow-ups

Call to Action:
👉 [Request a Demo]

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