Customer service
Sentiment and churn-risk alerts
Reads support conversations for frustration and cancellation signals, and alerts the account owner while there is still time to fix things.
Automation
Customer service · Agent
New customer onboarding
AI customer onboarding for SaaS and service firms
Each new customer gets a tracked onboarding plan: kickoff booked, documents and data collected, setup steps chased, and stalled accounts flagged.
01 today
The problem
After the contract is signed, onboarding runs on one person's memory and a checklist in a spreadsheet. Customers wait for logins, forget to send files and go quiet. The first sign of trouble is often a cancellation or an unpaid first invoice.
02 the run
What the AI does
- Step 1: Starts an onboarding plan when a deal is marked won in HubSpot or Salesforce.
- Step 2: Books the kickoff call and sends a welcome email listing what the customer needs to provide.
- Step 3: Tracks returned documents, data files and setup tasks, and sends polite reminders for what is missing.
- Step 4: Answers common setup questions in Intercom from your help centre and past onboarding notes.
- Step 5: Flags accounts that stall, such as no login after a week, to the account owner in Slack.
paused: waiting for a person to approve
03 human in the loop
Where a person approves
The account owner reviews the plan for each new customer and decides when to step in on a stalled account. Any change to scope or price stays with them.
04 after
What changes
Every new customer moves through the same clear steps, and nobody falls through the gaps between sales and delivery. Problems show up in week one, not month three.
Results from a real build
[CASE STUDY] We only publish results we can name and check with the client.
see also
Related use cases
Customer service
Email and chat support agent
An AI agent answers routine customer emails and chats from your help docs and order data, then hands anything unusual to your team with notes.
Voice/chat agentCustomer service
Ticket triage and routing
Every new ticket is tagged, prioritized and sent to the right person or queue, so urgent issues stop sitting in a shared inbox.
Automation
Tell us how your business runs. We'll tell you where AI fits.
A free 30-minute call. You talk, we ask questions, and you leave with a few concrete ideas — or an honest answer that AI isn't the right fix yet.
Working with teams in the United States, United Kingdom and Australia.