New customers get started the day they sign.
The Onboarding agent walks new customers through setup and answers their first questions, so your team handles the exceptions.
Before and after
Today
Kickoff calls booked a week out. The same six setup questions every time.
With SalesCloser
Setup help the same day. Your team sees who is stuck.
Onboarding agent: the activator.
Trained on your setup guides and FAQs, it gets new customers to their first result without a queue.
Three steps
1. Give it your setup guide
Upload the documents your team uses today.
2. It answers the first questions
By phone or on your website, any hour.
3. Exceptions reach a person
With the conversation summary attached.
The first week decides whether a customer stays.
New customers are most motivated the day they sign. If their first step is a kickoff call booked a week out, that energy fades, and the customers who stall early are the ones most likely to leave.
The Onboarding agent gets them moving straight away. Trained on your setup guides and FAQs, it walks new customers through their first steps by phone or on your website, answers the questions your team hears every week, and notes where each customer got stuck.
Your customer success team keeps the relationship and spends its time on the accounts that need a person.
What the agent does for every new customer
Starts on day one
Setup help is available the day they sign, at any hour, without a booked call.
Answers the repeat questions
From your own guides and FAQs, so the answer matches what your team would say.
Spots who is stuck
Every conversation is transcribed, so your team sees which customers need a hand.
Brings in a person
Anything outside its brief goes to your team with the conversation summary attached.
Questions
Still wondering about something? Ask us on the call. We'll build your agent while we talk.
Does it replace our CSMs?
No. It handles the repeat questions. Your CSMs own the relationship.
What does it learn from?
The documents you upload: setup guides, help articles, FAQs and policies. Update them any time and the agent uses the new version.
Can it work alongside our help centre?
Yes. It answers from the same material, and Zendesk and Intercom connect directly. See integrations.
Will customers know it is AI?
If they ask, it always tells them the truth. You decide in its instructions whether it also introduces itself as AI up front.