Post-signup intake and KYC
Asks for documents at signup, completes KYC, and chases what never arrives.
Turn a signup into an active customer
Most customers who never return never finished setup. The Onboarder walks each one from signup to first value: intake, documents, KYC, follow-ups.
MMariana GómezAssigned to AIDay 2
- Account createdConfirmed
- Identity verifiedKYC passed
- Documents collected2 of 3 received
- First value reachedRan first report
3 of 4 stepsactivation 75%
Next: collect the remaining payslip
What it does
The follow-through your team cannot staff
The Onboarder owns the stretch between signup and first value, where most drop-off happens.
Next-step activation
Spots where each customer is stuck and sends the next step before they go cold.
Escalation with full context
Unblocks customers at the first friction and hands a person the full thread when needed.
Assigned to AI
Last step for KYC. Can you send a photo of your ID, front and back?
id_front.jpg240 KB
Verified, added to profileGot it, you are all set. Want me to walk you through your first report?
The problem
Activation stalls on steps nobody chases
New customers sign up meaning to use you, then stall at a form, upload, or verification step. Nobody has time to chase them, so they churn before first value.
AIHuman
AIAssigned to AIPicks up the conversation
EscalatedPinged #cx in Slack
Owned by youA human takes the reply
ResolvedClosed, moved to Done
How it works
A guided path, not a wall of instructions
Give the Onboarder the outcome, an activated customer, and it finds the path. It resumes where each person left off, across channels, and loops in a human only when needed.
- KYC and document flows on every channel
- Resumes wherever the customer left off
- Clean handoff for the exceptions
“It is like having a junior teammate you can hand a task to. Here, take this, I am not going to do it myself, and it just runs with it. Because it keeps going, you do not have to stay on top of every step.”
The first mile
A guide for every new customer at once
The Onboarder sees where each customer is and moves them forward in conversation.
- 1
Meet them at signup
Starts a conversation at signup on their preferred channel and explains the next step.
- 2
Collect what is needed
Requests documents, KYC, and profile details, and handles corrections until setup is complete.
- 3
Drive to first value
Walks each customer to first value and flags the stuck ones for a person.
FAQ
Questions teams ask first
Does it learn where customers get stuck?
Yes. It tracks where each onboarding stalls: the unsent document, the step where people go quiet, the repeated question. Product gets a ranked list of activation leaks from real attempts.
How does it handle sensitive KYC data?
Identity steps run in conversation, scoped per customer and auditable. In regulated industries, sensitive data moves through the API or a direct database connection, not a spreadsheet.
Can it work alongside our current onboarding emails?
Yes. Most teams start on the segment that stalls most, prove the activation lift, then expand. It resumes wherever the customer left off, on the channel they answer.
The rest of the workforce
Close the gap between signup and value
Show us where signups go cold and we will walk a batch to first value.