Send the welcome properly
The first impression delivered on time, every time, not when someone gets to it.
AI Team · onboardingTier 2 · Human in the loop
Every new customer gets the full welcome.
The onboarding sequence everyone intends to run — documents, introductions, the first real conversation — delivered every time instead of when someone remembers.
The role
What this agent is responsible for.
Each agent owns a job you would otherwise hire for. It works continuously, a trained ProElevate expert reviews what it produces, and your team approves anything that reaches a customer or a public channel.
Customer Onboarding Agent
The Customer Onboarding Agent runs the welcome sequence end to end so new relationships start properly rather than going quiet.
Explore the matching capabilityResponsibilities
The work it takes off your desk.
The recurring work this agent runs so it stops depending on someone finding time.
Move the paperwork along
Documents requested, chased and tracked without a person doing the chasing.
Complete the setup steps
The activation steps that decide whether a new relationship actually starts.
Make the introductions
The people and services a new customer should know about early.
Open the next conversation
The first expansion moment, prepared and timed rather than missed.
Surface stalled onboardings
Anyone who went quiet mid-sequence, flagged while it still matters.
How it works
Produce, review, approve.
The same three steps govern every agent on the team. The agent never skips to the end.
- 01
The agent produces
Research, drafting and preparation run continuously rather than in bursts when someone finds an afternoon.
- 02
Our expert reviews
A trained ProElevate specialist checks the work before you see it. You review finished work, not drafts.
- 03
You approve, then it ships
Nothing reaches a customer or a public channel until your team approves it, and every decision is recorded.
Working together
Where the agent stops and your team starts.
The division of labour is deliberate: repeatable production moves to the agent, judgment stays with people.
The agent prepares
Repeatable research, organisation and first drafts are prepared for your team.
Your team reviews
People add context, correct assumptions, and decide what is actually useful.
Your team approves
The final call stays with the people accountable for the relationship.
Human in the loop
Tier 2 — drafts and stages, never publishes.
This agent produces finished work and puts it in your approval queue. Publishing and sending require a human, every time.
- The agent drafts and stages the work.
- Our expert reviews it before you see it.
- Nothing goes out without your approval.
- Every decision leaves a record.
A working day
What a day with this agent looks like.
An illustrative day, not a fixed schedule — the cadence is set with your team.
- 09:00
Picks up new customers
Everyone who joined yesterday enters the right sequence.
- 11:00
Chases outstanding items
Documents and setup steps followed up without anyone remembering to.
- 15:00
Flags who went quiet
Stalled onboardings surfaced for a human to intervene.
- Day 30
Prepares the handoff
Context assembled so the next conversation is informed.
Connections
It works inside the tools you already run.
The agent operates in your existing stack rather than asking your team to move into a new one. Exact systems are confirmed during implementation planning.
Your email platform
Where connected
Sequences drafted and queued for approval.
Your CRM
Where connected
Contact records, stages and activity history.
Your core or management system
Where connected
Customer and policy data, read under your controls.
Your website
Connected
Forms, landing pages and follow-up destinations.
Frequently asked questions
Questions we get about this agent.
The role, the workflow, and where the human checkpoints sit.
Only what you have approved. Sequences are drafted and staged; your team approves them, and from then on the agent runs the approved sequence rather than writing to people freely.
The alternative today is often nothing at all, or something sent three weeks late. Sequences are written in your voice and reference the customer’s actual situation, and anything needing judgment routes to a person instead of being automated past them.
It reads from your CRM and core or management system where your team connects them, under your access controls, and works inside the tools you already run.
It surfaces them to a human rather than escalating on its own. Knowing who went quiet in week two is most of the value.
See the onboarding sequence in full.
The whole first ninety days, with the review trail. Half an hour, no obligation.