Voice & Text AI · Onboard
New customers, set up fast
Live demo
Talk to the Onboarding Agent
Hear it walk through an intake: right now, in your browser
“I just signed up, what’s next?”“What documents do you need?”“How long does setup take?”
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Walks new customers through intake, collects what you need, and gets them set up fast. No forms left half-finished, no back-and-forth email chains.
How It Works
Simple features, big impact
Your Onboarding Agent is packed with simple, powerful features designed to take the pressure off and keep your business moving without adding more busywork
Walks customers through intake▾
New customers get set up through natural conversation instead of long forms, in minutes not days
Collects documents and details▾
IDs, policy numbers, preferences captured through natural conversation
Pushes data to your systems▾
Everything lands in your CRM and tools, no manual entry
Follows up on incomplete setups▾
Friendly reminders until every customer is fully set up
Answers and sends email▾
Welcome emails, document requests, and setup reminders sent through Gmail, Outlook, and your CRM
Works with your tools▾
Calendar, CRM, Gmail, Outlook, and 3,000+ apps connected out of the box
Go live in 4 steps and start saving immediately
Stop overpaying for missed calls and administrative tasks. With 365agents, you can deploy a professional, 24/7 AI voice agent that costs less than a part-time employee.
Put your Onboarding Agent to work today
Live in under 10 minutes. Works with any phone system. Costs less than a part-time hire.