Free
$0test the workflow
Automation 500 automation DMs
AI usage 50 shared AI credits
- 1 AI agent
- 1 knowledge source
- AllXOne branding
Client Onboarding Agent
First impressions matter. The Client Onboarding Agent walks new customers through your welcome flow, collects required documents, answers setup questions, and ensures they reach their first 'aha moment' as fast as possible.
Reduces client onboarding time by 70% and decreases churn within the first 30 days by 45%.
Pricing Fit
What Client Onboarding Agent includes on each plan
Use the agent with shared AllXOne AI credits. Social keyword/link DMs use automation quota, while smart AI replies and advanced workflows spend credits.
Basic
$19/mocreator and small business entry
Automation 5,000 automation DMs
AI usage 750 shared AI credits
- 2 AI agents
- 2 social accounts
- 3 knowledge sources
Most Popular
Pro
$49/momost growing teams
Automation 20,000 automation DMs
AI usage 4,000 shared AI credits
- 5 AI agents
- CRM/webhook flows
- Remove branding
Ultra
$149/moagencies and high volume
Automation 100,000 automation DMs
AI usage 15,000 shared AI credits
- Unlimited AI agents
- Priority support
- Advanced agents
Simple rule: template DMs use automation quota. AI-written replies, lead qualification, file analysis, voice, image/video generation, and business workflows use shared AI credits.
Core Capabilities
01
Step-by-step Guided Flows
02
Document Collection & Verification
03
Progress Tracking
04
Personalized Welcome Messages
Use Cases
SaaS Product OnboardingBank Account SetupInsurance Policy ActivationLaw Firm Client Intake
Industries
Financial Services Legal Education & EdTech Insurance Professional Services SaaS & Technology
FAQ
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Set up in under 5 minutes. No coding required.
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