AI-Agents for Client Onboarding Specialists in Customer Messaging working with monday.com
Answer questions, book visits, flag urgent requests. Every one is ready to run, and you can adjust it in plain language.
Send signed clients a welcome with their scope and first steps.
Your new client gets a personal welcome after signing, with clear first steps and a link to share files.
24 toolsSend approved client agreements before work begins.
Your agreements reach the right signers, with a signature request link beside the document in your handoff note.
6 toolsSend new clients their agreements once intake is approved.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
10 toolsSend new clients their approved agreements for signing.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
