AI for client onboarding - AI tools

Setuply streamlines client onboarding and lifecycle management with AI-driven automation, integrated workflows, and secure data management for enhanced business growth and client retention.

• Contact for Pricing

Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.

• Paid
• From 190$

Kaizan is an AI assistant designed for client-facing teams, empowering them to deliver exceptional client experiences and improve relationship management.

• Paid
• From 60$

Helloz.ai enhances SaaS user onboarding with AI-driven personalized journeys, voice/text interactions, and real-time insights to improve engagement and reduce churn.

• Free Trial

UpBrains AI provides intelligent AI agents designed to automate business operations, enhancing efficiency and customer satisfaction across various workflows like order processing and customer support.

• Free Trial

Outbox Solutions provides custom-built AI Agents (Chat, Phone, Outreach) to automate business funnels, handling lead qualification, appointment setting, and outreach 24/7.

• Contact for Pricing

Runday.ai offers transformative AI agents that enhance client interactions for sales, service, and marketing, optimizing growth and efficiency.

• Freemium
• From 500$
• API

Clustdoc is client onboarding software that automates routine workflows, document collection, eSignature, and approval management for efficient client onboarding across industries.

• Free Trial

Shimoku offers a catalog of AI modules that covers the whole customer lifecycle for marketers and sales teams, improving performance from lead acquisition to client retention.

• Contact for Pricing

Onboard.io is a comprehensive customer onboarding and implementation platform that automates launch plans, streamlines collaboration, and provides 360° visibility for all stakeholders to ensure successful client onboarding.

• Paid
• From 499$

Newo.ai is a platform for creating AI employees like receptionists and sales agents in minutes. These AI agents handle calls 24/7, manage bookings, provide quotes, and improve customer service for various businesses.

• Freemium
• From 99$

Expertise.ai is an AI-powered sales assistant that transforms static websites into interactive experiences, engaging visitors in real-time to qualify leads and drive conversions.

• Freemium
• From 300$

Art Of Green Path offers AI consulting, services, and solutions to drive innovation, efficiency, and sustainability in your business. Unlock the potential of AI with personalized guidance and implementation.

• Paid
• From 300$

Mues is an AI agent seamlessly integrated into software products to onboard users, provide real-time assistance, and reduce support costs, enhancing product adoption and user satisfaction.

• Contact for Pricing

Chyo provides a custom ChatGPT solution for businesses. Embed it on your website to automate customer support, enhance engagement, and boost sales.

• Paid
• From 89$

AI Techservices provides customized AI solutions and services to enhance operational efficiency and drive revenue for businesses across various industries. They specialize in machine learning, chatbots, image processing, and NLP.

• Contact for Pricing

MoreAI specializes in AI development and integration, helping businesses streamline processes, create innovative products, and gain a competitive edge.

• Contact for Pricing

WebAgent.ai provides AI-powered assistants for instant, personalized customer support. Train chatbots on your unique data to enhance customer satisfaction and generate leads 24/7.

• Freemium
• From 29$

Steno AI offers an interactive, personalized, and branded AI experience directly within your platform, enhancing user engagement and operational efficiency.

• Contact for Pricing
• API

Unwink.AI is a customer intelligence platform leveraging AI to transform customer feedback from diverse sources into actionable insights. It aims to boost support efficiency, enhance product development, and optimize marketing efforts.

• Freemium
• From 123$

Surfsite provides AI-powered assistants grounded in your company's data, enabling more accurate decisions and efficient workflows. Securely integrate your tools and leverage AI for streamlined operations.

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AGENT AI is a comprehensive AI chatbot solution that provides 24/7 customer engagement, lead qualification, and automated appointment booking for businesses across multiple industries.

• Paid
• From 799$

CustomForm.ai uses AI to create dynamic lead intake forms that adapt to user responses, enhancing engagement and increasing conversion rates.

• Paid
• From 16$

Kenyt.ai is an AI-powered platform offering omnichannel agents (chat, voice, email) to automate marketing, sales, support, HR, and ITSM tasks, boosting customer and employee experiences.

• Freemium
• From 20$

Frame AI is an enterprise platform that transforms unstructured customer data like calls, emails, and chat transcripts into actionable intelligence using advanced AI and natural language processing.

• Contact for Pricing

Attimo AI is an AI-powered sales assistant that engages leads through intelligent phone, SMS, and email conversations 24/7 to pre-qualify prospects and book appointments.

• Paid
• From 999$

Symbient is a versatile AI platform designed to integrate intelligent technology into websites and business processes, offering features like custom model training, chatbots, and automation.

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Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

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Flowsell.ai is an automated client retention platform that uses AI to re-engage inactive customers, manage bookings, and boost reviews for service-based businesses like salons, spas, and dental clinics.

• Usage Based
• From 3$

Outter offers a plug-and-play, pre-trained AI engine to enhance business growth, efficiency, and customer satisfaction, delivering tailored AI solutions in weeks, not years.

• Contact for Pricing