Area of work · 18 live demos
Agents for onboarding.
New employees, clients, suppliers and partners, set up without the chasing. Each demo below is a real agent set up for a made-up company. Talk to it or type, and ask what your team would ask.
Talk to Nina at Bramblegate Law Group
Bramblegate Law Group is made up. Nina is a real agent, set up the way we would set one up for you. Talk or type and ask what a client would ask. Bookings are pretend, so try anything.
Want one like this for your business? Book a call with Sam
Every onboarding demo
New client onboarding: identity checks and engagement letter
Walks new clients through the firm's identity checks and engagement letter, tracks what's missing and tells the partner when work can start.
New client onboarding and anti-money-laundering documents
Guides new business clients through the engagement letter and anti-money-laundering identity documents, tracks what is missing and tells the partner when work can start.
Commercial client onboarding
Calls each new commercial client once they sign with the brokerage, explains what is needed to take their program to market and tracks every document.
New starter onboarding guide
Guides new starters from signed offer to day one, answers their questions at any hour and tells them exactly which forms are still outstanding.
Co-packer and ingredient supplier onboarding
Guides new co-packers and ingredient suppliers through onboarding, collects documents, explains what is still missing and books the quality site visit.
First-week guide for new employees
Tells new employees what's on each day of their first week, where to go and what's due, straight from their onboarding plan.
IT setup and access requests for new starters
Sets up laptops, accounts and system access for new starters by role, and gets the extra approvals in before day one.
Manager onboarding checklist nudges
Reminds hiring managers about their onboarding checklist, helps them close each item on the spot and keeps HR informed.
Contractor onboarding and induction
Tells contractors what their crews need before starting on site, checks the documents, books induction sessions and explains the site rules in their language.
New vendor setup: bank details, insurance and terms
Sets up new vendors by collecting registration, bank details, insurance and terms, and tells staff exactly what is holding a vendor up.
Partner and reseller onboarding
Walks newly signed partners and resellers through their onboarding checklist, answers program questions and books their enablement session.
Graduate intake programme assistant
Answers graduates' questions before and after they start, from the graduate handbook, and books time with the people and culture team.
Client portal setup and first login help
Walks new clients through activating the client portal, setting up two-step verification and signing their first documents, by phone, chat or email.
New staff onboarding for restaurant and bar groups
Sends each new starter their first-shift details, collects their employment paperwork through the secure onboarding link, and tells the people manager and venue manager what is missing 48 hours before the shift.
Corporate event client onboarding for function venues
Sets up new corporate function clients once they accept a quote: collects contacts, billing details, guest numbers, dietary needs and the run sheet, and tells the events sales manager what is still outstanding.
New driver onboarding for trucking and freight companies
Sends new drivers their start details, collects licence, medical, traffic history and payroll paperwork, and tells the payroll officer and compliance manager what is outstanding before the first shift.
New customer account setup for freight companies
Collects what a new business customer needs to give before their first booking, from ABN and credit application to pickup sites, opening hours and typical freight, and tells the customer accounts manager what is missing.
Subcontract carrier onboarding for freight companies
Collects insurance certificates, registrations, licences, the signed agreement and bank details from new subcontract carriers, and tells the subcontractor coordinator what is outstanding before they can be given work.
Want agents like these for your onboarding?
Book thirty minutes with Sam. We will map these demos onto your own team, systems and data, and tell you what it would take.
Book a discovery call →