AI client onboarding platform - AI tools

Setuply streamlines client onboarding and lifecycle management with AI-driven automation, integrated workflows, and secure data management for enhanced business growth and client retention.

• Contact for Pricing

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$

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$

ViewOn.Ai is a platform providing access to multiple leading AI assistants, enhancing creativity and productivity in one user-friendly interface.

• Freemium
• From 15$

Clientjoy streamlines agency operations with AI-powered tools for client management, sales automation, invoicing, and communication, all within a white-labeled portal. The platform enhances productivity and client experience from lead generation to payment collection.

• Paid
• From 49$

Helloz.ai enhances SaaS user onboarding with AI-driven personalized journeys, voice/text interactions, and real-time insights to improve engagement and reduce churn.

• Free Trial

WebAssistants.ai offers customizable AI assistants that integrate into web applications and dashboards using a single line of code, enhancing user support and interaction.

• Free Trial
• From 9$

Kenyt.ai is an AI-powered platform offering omnichannel agents (chat, voice, email) to automate marketing, sales, support, HR, and ITSM tasks, boosting customer and employee experiences.

• Freemium
• From 20$

Crust AI is an AI-powered portal builder that transforms data into custom client portal applications without coding, offering seamless integration with platforms like Airtable, Monday.com, and Notion.

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Flowiz.AI offers a no-code platform to automate tasks and streamline workflows using AI agents. It helps businesses, particularly in insurance, improve efficiency, reduce costs, and enhance customer experience.

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Outbox Solutions provides custom-built AI Agents (Chat, Phone, Outreach) to automate business funnels, handling lead qualification, appointment setting, and outreach 24/7.

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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$

Hubflo is a comprehensive client portal solution that streamlines business operations with integrated tools for file sharing, contracts, messaging, tasks, CRM, and billing. It helps service businesses improve client experience and operational efficiency.

• Freemium
• From 72$

AI Chatbot Support is a comprehensive customer service platform that combines autonomous AI chatbots with live chat capabilities across multiple messaging platforms and websites. It offers customizable widgets, AI-powered support tools, and a unified CMS dashboard for seamless customer interactions.

• Paid
• From 40$

Transform your workflows with Xiu.ai's comprehensive suite of AI tools designed for enhanced productivity and efficiency across various use cases.

• Freemium
• API

TaskingAI empowers businesses to create and deploy customized AI applications, enhancing team collaboration and customer engagement.

• Freemium
• From 59$

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$

lowtouch.ai offers a no-code AI platform to build and deploy AI agents for automating business processes, enhancing customer support, and optimizing IT operations within your secure infrastructure.

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Command.ai is an enterprise platform offering AI-guided nudges and support solutions, combining product tours, surveys, and intelligent customer support features with advanced personalization capabilities.

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WebAgent.ai provides AI-powered assistants for instant, personalized customer support. Train chatbots on your unique data to enhance customer satisfaction and generate leads 24/7.

• Freemium
• From 29$

Aivia provides a platform to create and deploy AI assistants, including access to ChatGPT-4, Claude 3, and Google Gemini, with full control over hosting, privacy, and security.

• Free Trial
• From 35$

Superintelligent helps enterprise teams accelerate AI adoption with tools for collaboration, knowledge sharing, and usage analytics.

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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.

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Yobi enables businesses to create and deploy tailored AI agents for automating tasks, enhancing customer service, and managing communications without technical expertise. It offers a complete AI ecosystem for inbound/outbound communication and internal workflows.

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CollabAI is a self-hosted, open-source AI assistant platform that offers customization, data security, and seamless integration with popular tools for businesses.

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Mues is an AI agent seamlessly integrated into software products to onboard users, provide real-time assistance, and reduce support costs, enhancing product adoption and user satisfaction.

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TeamAI is a platform that provides unified access to leading AI models, enabling businesses to deploy custom workflows and prompt libraries, saving up to 90% on costs compared to individual subscriptions.

• Freemium
• From 25$

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$

Pmfm.ai is a no-code platform that enables users to create, launch, and monetize custom AI applications using various language models from OpenAI, Anthropic, Meta, and others.

• Freemium
• From 15$

ThinkOwl provides an AI platform to automate customer communication, streamline business processes, and enhance customer support efficiency through conversational AI and intelligent automation tools.

• Freemium
• From 42$