AI for client onboarding - AI tools

Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.

• Paid
• From 190$

Runday.ai offers transformative AI agents that enhance client interactions for sales, service, and marketing, optimizing growth and efficiency.

• Freemium
• From 500$
• API

Shimoku offers a catalog of AI modules that covers the whole customer lifecycle for marketers and sales teams, improving performance from lead acquisition to client retention.

• Contact for Pricing

Onboard.io is a comprehensive customer onboarding and implementation platform that automates launch plans, streamlines collaboration, and provides 360° visibility for all stakeholders to ensure successful client onboarding.

• Paid
• From 499$

Art Of Green Path offers AI consulting, services, and solutions to drive innovation, efficiency, and sustainability in your business. Unlock the potential of AI with personalized guidance and implementation.

• Paid
• From 300$

Chyo provides a custom ChatGPT solution for businesses. Embed it on your website to automate customer support, enhance engagement, and boost sales.

• Paid
• From 89$

MoreAI specializes in AI development and integration, helping businesses streamline processes, create innovative products, and gain a competitive edge.

• Contact for Pricing

Steno AI offers an interactive, personalized, and branded AI experience directly within your platform, enhancing user engagement and operational efficiency.

• Contact for Pricing
• API

Surfsite provides AI-powered assistants grounded in your company's data, enabling more accurate decisions and efficient workflows. Securely integrate your tools and leverage AI for streamlined operations.

• Contact for Pricing

AGENT AI is a comprehensive AI chatbot solution that provides 24/7 customer engagement, lead qualification, and automated appointment booking for businesses across multiple industries.

• Paid
• From 799$

CustomForm.ai uses AI to create dynamic lead intake forms that adapt to user responses, enhancing engagement and increasing conversion rates.

• Paid
• From 16$

Frame AI is an enterprise platform that transforms unstructured customer data like calls, emails, and chat transcripts into actionable intelligence using advanced AI and natural language processing.

• Contact for Pricing

Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

• Contact for Pricing

Flowsell.ai is an automated client retention platform that uses AI to re-engage inactive customers, manage bookings, and boost reviews for service-based businesses like salons, spas, and dental clinics.

• Usage Based
• From 3$

Outter offers a plug-and-play, pre-trained AI engine to enhance business growth, efficiency, and customer satisfaction, delivering tailored AI solutions in weeks, not years.

• Contact for Pricing

WINN.AI streamlines sales processes with AI-powered summarization and follow-up features, improving CRM integration and efficiency.

• Free Trial
• From 59$

Your Personal AI provides enterprise-grade AI solutions to automate workflows, enhance decision-making, and drive business growth. Services include data collection, annotation, AI consulting, and custom AI development.

• Contact for Pricing

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

AGENT AI Chat Bot is an intelligent chatbot that engages visitors, qualifies leads, and drives appointment bookings 24/7, driving business growth. Developed by I Need Leads Ltd, it combines advanced natural language processing and machine learning.

• Free Trial
• From 799$

Zyka.ai is an AI-driven digital adoption platform that revolutionizes onboarding, customer support, and user engagement for SaaS websites. It offers AI-powered responses, guided tours, and seamless integrations.

• Free Trial
• From 19$

TalkForm AI revolutionizes form creation and completion using AI-powered chat. Create forms with natural language and let AI handle data validation, cleaning, and structuring.

• Free

Yess.io provides an AI sales assistant, Mia, that automates client research and meeting preparation, helping agencies win more sales calls and close deals faster.

• Paid
• From 59$

EBI.AI offers an AI-powered customer assistant platform to help businesses improve customer service, increase capacity, and reduce costs. Launch an AI assistant in minutes or utilize their team for comprehensive AI solutions.

• Usage Based

Target Client AI helps businesses identify their ideal customer, create effective value propositions, and validate product viability using AI-powered analysis. Generate detailed reports on your target audience in minutes.

• Pay Once

The Mindreader uses AI-powered personality analysis to improve client communication and increase sales conversions for insurance professionals. It offers insights to personalize outreach and build stronger client relationships.

• Contact for Pricing

Mnemonic AI provides AI-powered customer intelligence solutions, including automated buyer persona creation and a digital twin of the customer for data-driven insights.

• Contact for Pricing

Intelligent AI is a custom AI solutions provider offering services including chatbots, content creation, workflow automation, and LLM development with a focus on business efficiency and digital transformation.

• Paid
• From 1000$

Umely offers AI presentations, workshops, and consultancy services to help businesses effectively implement and utilize AI technologies. They guide organizations through strategy, development, and integration of AI solutions.

• Contact for Pricing

Ribbo AI specializes in creating customized AI chatbots that leverage your business's unique data and tone of voice to handle a significant portion of customer support inquiries.

• Freemium
• From 20$
• API

AI Assistant saves time on research, document management, and content generation by learning your preferences and providing personalized suggestions.

• Free Trial
• From 20$