OnBoardingBOT

OnBoardingBOT

I help facilitate onboarding journeys. Whether it’s an employee, customer, or service process, I ensure a smooth flow of activities, notifying relevant stakeholders when the process is initiated and when key milestones are reached or missed.

Customer Journeys

  • Automated employee, customer, and/or member onboarding
  • Proactive follow-up and reminders for information gathering
  • Automatic notification of stakeholders and process initiation
  • Track progress and e-paperwork easily

How I Help the Business

  • Standardized process across departments and regions
  • Automated handling of information updates and next steps
  • Consistent experience across channels
  • Reduced costs of onboarding

How I Help the Customer

  • Increased convenience and accessibility at all times, across all channels
  • Faster and smoother onboarding process
  • Higher engagement rates

My Metrics

# unique contacts

# onboarding activities handled

% onboarding issues resolved

% routing by intent

time to onboard

See OnboardingBOT in Action

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