Onboarding Assistant Template - AI Bot for Customer Onboarding
Guide new customers or employees with an AI onboarding assistant. Our template includes step-by-step guidance, progress tracking and personalised tips.
An onboarding assistant guides new customers or employees step by step through the introduction process with your product or organisation. This template includes structured flows for account activation, product introductions, feature highlights, preference setup and answering initial questions. The bot tracks progress and sends reminders when steps have not been completed.
Variations
SaaS Product Onboarding Bot
Guides new users step by step through the initial setup of your software product, including interactive walkthroughs and tooltips.
Best for: Suited for SaaS companies that want to shorten time-to-value by getting users productive faster.
Client Onboarding Bot
Welcomes new clients, collects required information, explains the working process and schedules an introduction call.
Best for: Ideal for service businesses (accountants, lawyers, consultants) that want to automate a professional onboarding process.
Employee Onboarding Bot
Helps new employees with their first days: IT setup, team introductions, company culture and compliance training.
Best for: Perfect for HR departments that want to streamline and standardise the onboarding of new colleagues.
How to use
Step 1: Import the Onboarding Assistant template in OpenClaw. Step 2: Define the onboarding steps a new customer or employee needs to complete. Step 3: Create a conversation flow for each step with explanations, tips and frequently asked questions. Step 4: Configure progress tracking so the bot keeps track of which steps have been completed. Step 5: Set reminders for steps that remain incomplete after a specified time. Step 6: Add personal touches such as a welcome message with the user's name. Step 7: Test the full onboarding journey and optimise based on feedback.
Frequently asked questions
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