Best AI tools for< Customer Onboarding Specialist >

Onfido is a digital identity verification provider that helps businesses verify the identities of their customers online. It offers a range of products and services, including document verification, biometric verification, data verification, and fraud detection. Onfido's solutions are used by businesses in a variety of industries, including financial services, gaming, healthcare, and retail.

Distribute is an AI-powered digital sales platform that enables users to create personalized, interactive sales rooms and content pages quickly and efficiently. It offers features like AI microsites, lead magnets, video prospecting, and personalized deal rooms. The platform helps users streamline their sales workflow, improve engagement with prospects, and track content performance. Distribute aims to revolutionize the way sales content is created and shared, providing a one-stop solution for generating effective sales materials.

Naft AI is an upcoming AI tool designed to facilitate remote-first/hybrid work environments by providing scalable coordination solutions. The tool focuses on enhancing the onboarding experience for customers, aiming to streamline processes and improve efficiency in a remote work setting.

Trupeer is an AI-powered platform that allows users to effortlessly create professional product videos and detailed documentation in minutes. By leveraging AI technology, Trupeer transforms simple screen recordings into polished videos and guides, eliminating the need for prior experience in video editing, technical writing, or graphic design. The platform offers studio-quality product videos with AI voiceovers, automated zoom effects, and cleaned-up grammar. Trupeer is suitable for product marketing, design walkthroughs, learning and development, sales and operations excellence, customer onboarding, and YouTube content creation. Users can easily record with a Chrome extension, edit scripts, select AI voiceovers, wallpapers, and music, and download the content in various formats. Trupeer is designed to save time and effort in creating how-to-guides and offers pricing options for individuals, hobbyists, professionals, and enterprise users.

Kapa.ai is an AI documentation assistant that provides instant AI answers to technical questions. It turns knowledge bases into reliable AI assistants powered by large language models, helping organizations improve user experience by eliminating response waiting time and identifying documentation gaps. The platform offers off-the-shelf integrations, feedback loop for improved answers, and automatic updates to stay current with changes in documentation.

Guidejar is an AI-powered tool that allows users to create interactive product demos and step-by-step guides effortlessly. It simplifies complex processes by providing easy-to-follow guides with AI superpowers. Trusted by teams worldwide, Guidejar helps transform any process into an interactive demo or guide. Users can customize their guides, share them easily, and enhance them with AI magic, voiceovers, and translations. With features like browser extension, branding, step management, guide views, and call-to-action, Guidejar boosts user activation and conversion rates. It offers different pricing plans to cater to various user needs, from free basic features to premium plans with extensive customization and analytics.

Fineguide.ai is a platform that enables individuals and business owners to integrate AI chat assistants onto their websites. It simplifies the process of creating virtual assistants, providing learning information, and integrating them seamlessly into websites. The AI assistants can enhance efficiency by offering instant customer support, information retrieval, employee onboarding, event scheduling, e-commerce sales boost, and lead generation. The platform also offers enterprise-quality features, customizable chat interface, custom widgets support, and easy integrations with various tools and platforms.

Guidde is a generative AI platform for businesses that helps teams create video documentation 11x faster. It allows users to magically create stunning how-to guides, SOPs, training material, onboarding docs, FAQs, and feature notes with AI. The platform utilizes AI-generated voiceovers, smart sharing options, and an easy-to-use editor to enhance the documentation process. Guidde is trusted by users and teams of all sizes to explain complex flows quickly and efficiently through AI-generated video documentation.

Tettra is an AI-powered knowledge management system designed to help organizations curate company information into an internal knowledge base, instantly answer team questions with AI in Slack or the app, save reusable answers with automation, and streamline onboarding processes. It offers features like internal Q&A, knowledge management system, Slack integration, CSAT notifications, and integrations with SupportMan. Tettra is trusted by various teams to organize scattered knowledge and improve efficiency by eliminating bottlenecks and saving time from repetitive questions.

Resonate Growth Agency is a HubSpot Diamond Agency Partner offering a range of services including HubSpot Onboarding, HubSpot Websites, RevOps as a Service, HubSpot Support, and HubSpot Apps. They provide AI Studio for HubSpot and 0CodeTools Workflow Extension, along with HubSpot Websites Themes for Agencies and HubSpot Data Enrichment Resources. The agency helps companies grow by leveraging AI-powered technology and HubSpot integration to enhance sales, marketing, and customer acquisition strategies.

Gaspar AI is an AI application that offers AI support solutions for businesses. It uses Generative AI to automate tasks, streamline operations, and provide instant answers to employee helpdesk issues. The platform integrates seamlessly with popular chat platforms like Slack, MS Teams, and Jira, enhancing employee experience and productivity. Gaspar AI aims to reduce manual work by 80%, optimize knowledge management, and accelerate approval processes, making it a valuable tool for companies looking to boost efficiency and customer satisfaction.

Supademo is an AI-powered platform that enables users to create interactive product demos quickly and efficiently. It helps in driving enablement, scaling product onboarding, and closing deals faster. With features like Smart Blur, Custom Variables, Showcase Tracking Links, and more, Supademo offers a seamless way to replace static screenshots and video monologues. Users can personalize demos, enhance them with AI-generated content, and share them across various platforms. The platform also provides advanced analytics, team workspaces, and in-app tours to improve user engagement and drive conversions.

Brainfish is an AI-powered platform that aims to transform customer experience by providing AI-powered answers, support, and product discovery throughout the full product journey. It offers dynamic CTAs, resolution paths, real-time alerts, guidance, and live communication to enhance user experience. Brainfish utilizes powerful ML models for a refreshing search experience, individualizes user journeys at scale, and provides behavioral data tracking for insights into user behavior. The platform helps in driving pipeline and product-led growth, personalizing onboarding and training, engaging users with real-time proactive guidance, deflecting issues while boosting NPS, helping users discover new features, and automating key support workflows for efficient growth.

AR Genie is an AI-powered platform that offers remote visual assistance with augmented reality, revolutionizing operations and support by seamlessly integrating AR with the power of AI. The platform empowers companies to enhance their operations and support through innovative solutions, such as remote assistance, operations and maintenance support, onboarding and troubleshooting, and AR manuals for work instructions. AR Genie provides features like AR annotation tools, live camera streaming, AR glasses support, web portal integration, and mobile-to-mobile sessions. The platform offers benefits such as extending expert reach, minimizing costs, and maximizing uptime, with advantages including reduced technician dispatches, increased customer satisfaction, expanded knowledge, faster problem-solving, and reduced costs. However, some disadvantages include potential technical glitches, dependency on internet connectivity, and the need for user training.

Cognee is an AI application that helps users build deterministic AI memory by perfecting exceptional AI apps with intelligent data management. It acts as a semantic memory layer, uncovering hidden connections within data and infusing it with company-specific language and principles. Cognee offers data ingestion and enrichment services, resulting in relevant data retrievals and lower infrastructure costs. The application is suitable for various industries, including customer engagement, EduTech, company onboarding, recruitment, marketing, and tourism.

WizyChat is an AI-driven chatbot application that allows users to create custom GPT chatbots trained on their own data. The platform offers a range of features including a visual builder, dynamic responses, AI improvement with every chat, analytics for data-backed decisions, and seamless connectivity with customers. WizyChat caters to various industries such as marketing, sales, support, education, enterprise, and healthcare, enabling users to build chatbots tailored to their specific needs. The application supports over 95 languages and offers personalized onboarding assistance with friendly pricing options. With WizyChat, users can instantly help customers with AI-generated answers, launch AI bots for marketing and sales purposes, and enhance customer support through automation and integration with popular tools.

FOCAL is an AI-driven platform designed for AML compliance and anti-fraud purposes. It offers solutions for verification, customer due diligence, fraud prevention, and financial insights. The platform leverages AI technology to streamline onboarding processes, enhance trust through advanced customer screening, and detect and prevent fraud using advanced AI algorithms. FOCAL is tailored to meet industry-specific needs, provides seamless integration with existing systems, and offers localized expertise with global standards for regulatory compliance.

Archbee is a full circle documentation platform that uses generative AI to provide instant answers from documentation. It allows teams to create, maintain, and host documentation efficiently. With features like Write Assist, Custom Blocks, and real-time collaboration, Archbee streamlines the documentation process and enhances team productivity. The platform offers customized templates for user-friendly experiences and seamless integration with GitHub for content management. Archbee enables users to publish, share, and secure knowledge on their domain, providing comprehensive support for user onboarding and developer queries.

Bounti Labs is an AI-powered platform that blends AI efficiency with human intuition to enhance outreach and prospecting activities. It enables faster, better, and more authentic prospecting by providing AI-generated research, use cases, pitches, and sample messaging to supercharge outreach without the delay of onboarding. Bounti Labs empowers sales, marketing, and customer success teams worldwide to scale quickly and efficiently with its autonomous AI teammate.

Dubble is a free tool that helps you create step-by-step guides, tutorials, and onboarding resources for your processes. It uses AI to watch how you work and translate your actions into written instructions and screenshots. This makes it easy to document your processes without having to write anything yourself.

HumanLayer is a Python toolkit designed to enable AI agents to interact with humans in tool-based and asynchronous workflows. By incorporating humans-in-the-loop, agentic tools can access more powerful and meaningful tasks. The toolkit provides features like requiring human approval for function calls, human as a tool for contacting humans, omni-channel contact capabilities, granular routing, and support for various LLMs and orchestration frameworks. HumanLayer aims to ensure human oversight of high-stakes function calls, making AI agents more reliable and safe in executing impactful tasks.

Contoso Chat is a Python sample demonstrating how to build, evaluate, and deploy a retail copilot application with Azure AI Studio using Promptflow with Prompty assets. The sample implements a Retrieval Augmented Generation approach to answer customer queries based on the company's product catalog and customer purchase history. It utilizes Azure AI Search, Azure Cosmos DB, Azure OpenAI, text-embeddings-ada-002, and GPT models for vectorizing user queries, AI-assisted evaluation, and generating chat responses. By exploring this sample, users can learn to build a retail copilot application, define prompts using Prompty, design, run & evaluate a copilot using Promptflow, provision and deploy the solution to Azure using the Azure Developer CLI, and understand Responsible AI practices for evaluation and content safety.

Chat with your data using OpenAI and AI Search. This solution accelerator uses an Azure OpenAI GPT model and an Azure AI Search index generated from your data, which is integrated into a web application to provide a natural language interface, including speech-to-text functionality, for search queries. Users can drag and drop files, point to storage, and take care of technical setup to transform documents. There is a web app that users can create in their own subscription with security and authentication.

Azure OpenAI Service is a central capability with Azure API Management, providing guidance and tools for organizations to implement Azure OpenAI in a production environment with an emphasis on cost control, secure access, and usage monitoring. It includes infrastructure-as-code templates, CI/CD pipelines, secure access management, usage monitoring, load balancing, streaming requests, and end-to-end samples like ChatApp and Azure Dashboards.

Neptune is a scalable experiment tracker for teams training foundation models. Log millions of runs, effortlessly monitor and visualize model training, and deploy on your infrastructure. Track 100% of metadata to accelerate AI breakthroughs. Log and display any framework and metadata type from any ML pipeline. Organize experiments with nested structures and custom dashboards. Compare results, visualize training, and optimize models quicker. Version models, review stages, and access production-ready models. Share results, manage users, and projects. Integrate with 25+ frameworks. Trusted by great companies to improve workflow.

This solution accelerator is built on Azure Cognitive Search Service and Azure OpenAI Service to synthesize post-contact center transcripts for intelligent contact center scenarios. It converts raw transcripts into customer call summaries to extract insights around product and service performance. Key features include conversation summarization, key phrase extraction, speech-to-text transcription, sensitive information extraction, sentiment analysis, and opinion mining. The tool enables data professionals to quickly analyze call logs for improvement in contact center operations.

Tiledesk is an open-source live chat platform with integrated chatbots written in Node.js and Express. It is designed to be a multi-channel platform for web, Android, and iOS, and it can be used to increase sales or provide post-sales customer service. Tiledesk's chatbot technology allows for automation of conversations, and it also provides APIs and webhooks for connecting external applications. Additionally, it offers a marketplace for apps and features such as CRM, ticketing, and data export.

This project is an intelligent dialogue customer service tool based on a large model, which supports access to platforms such as WeChat, Qianniu, Bilibili, Douyin Enterprise, Douyin, Doudian, Weibo chat, Xiaohongshu professional account operation, Xiaohongshu, Zhihu, etc. You can choose GPT3.5/GPT4.0/ Lazy Treasure Box (more platforms will be supported in the future), which can process text, voice and pictures, and access external resources such as operating systems and the Internet through plug-ins, and support enterprise AI applications customized based on their own knowledge base.

Tiledesk-server is the server engine of Tiledesk. Tiledesk is an Open Source Live Chat platform with integrated Chatbots written in NodeJs and Express. Build your own customer support with a multi-channel platform for Web, Android and iOS. Designed to be open source since the beginning, we actively worked on it to create a totally new, first class customer service platform based on instant messaging. What is Tiledesk today? It became the open source “conversational app development” platform that everyone needs 😌 You can use Tiledesk to increase sales for your website or for post-sales customer service. Every conversation can be automated using our first class native chatbot technology. You can also connect your own applications using our APIs or Webhooks. Moreover you can deploy entire visual applications inside a conversation. And your applications can converse with your chatbots or your end-users! We know this is cool 😎 Tiledesk is multichannel in a totally new way. You can write your chatbot scripts with images, buttons and other cool elements that your channels support. But you will configureyour chatbot replies only once. They will run on every channel, auto-adapting the responses to the target channel whatever it is, Whatsapp, Facebook Messenger, Telegram etc. More info on Tiledesk website: https://www.tiledesk.com. You can find technical documentation here: https://developer.tiledesk.com

Venom is a high-performance system developed with JavaScript to create a bot for WhatsApp, support for creating any interaction, such as customer service, media sending, sentence recognition based on artificial intelligence and all types of design architecture for WhatsApp.

AI-powered call center solution with Azure and OpenAI GPT. The bot can answer calls, understand the customer's request, and provide relevant information or assistance. It can also create a todo list of tasks to complete the claim, and send a report after the call. The bot is customizable, and can be used in multiple languages.

This AI-powered customer support application has access to terms and conditions (retrieval augmented generation, RAG), can access tools (Java methods) to perform actions, and uses an LLM to interact with the user. The application includes implementations for LangChain4j in the `main` branch and Spring AI in the `spring-ai` branch. The UI is built using Vaadin Hilla and the backend is built using Spring Boot.

WPPConnect is an open source project developed by the JavaScript community with the aim of exporting functions from WhatsApp Web to the node, which can be used to support the creation of any interaction, such as customer service, media sending, intelligence recognition based on phrases artificial and many other things.

OpenKF (Open Knowledge Flow) is an online intelligent customer service system. It is an open-source customer service system based on OpenIM, supporting LLM (Local Knowledgebase) customer service and multi-channel customer service. It is easy to integrate with third-party systems, deploy, and perform secondary development. The system provides features like login page, config page, dashboard page, platform page, and session page. Users can quickly get started with OpenKF by following the installation and run instructions. The architecture follows MVC design with a standardized directory structure. The community encourages involvement through community meetings, contributions, and development. OpenKF is licensed under the Apache 2.0 license.

Call Center AI is an AI-powered call center solution that leverages Azure and OpenAI GPT. It is a proof of concept demonstrating the integration of Azure Communication Services, Azure Cognitive Services, and Azure OpenAI to build an automated call center solution. The project showcases features like accessing claims on a public website, customer conversation history, language change during conversation, bot interaction via phone number, multiple voice tones, lexicon understanding, todo list creation, customizable prompts, content filtering, GPT-4 Turbo for customer requests, specific data schema for claims, documentation database access, SMS report sending, conversation resumption, and more. The system architecture includes components like RAG AI Search, SMS gateway, call gateway, moderation, Cosmos DB, event broker, GPT-4 Turbo, Redis cache, translation service, and more. The tool can be deployed remotely using GitHub Actions and locally with prerequisites like Azure environment setup, configuration file creation, and resource hosting. Advanced usage includes custom training data with AI Search, prompt customization, language customization, moderation level customization, claim data schema customization, OpenAI compatible model usage for the LLM, and Twilio integration for SMS.

Bytedesk is an AI-powered customer service and team instant messaging tool that offers features like enterprise instant messaging, online customer service, large model AI assistant, and local area network file transfer. It supports multi-level organizational structure, role management, permission management, chat record management, seating workbench, work order system, seat management, data dashboard, manual knowledge base, skill group management, real-time monitoring, announcements, sensitive words, CRM, report function, and integrated customer service workbench services. The tool is designed for team use with easy configuration throughout the company, and it allows file transfer across platforms using WiFi/hotspots without the need for internet connection.

RAG-GPT is a tool that allows users to quickly launch an intelligent customer service system with Flask, LLM, and RAG. It includes frontend, backend, and admin console components. The tool supports cloud-based and local LLMs, enables deployment of conversational service robots in minutes, integrates diverse knowledge bases, offers flexible configuration options, and features an attractive user interface.

Expert in customer onboarding and legal compliance.

I create SaaS onboarding emails.

Friendly yet professional startup onboarding advisor

Guides in creating effective PLG strategies for products

Polite bot that crawls websites for answers.

I simulate tough Customer Support scenarios for Agent Training.

Un aiuto nella costruzione della Customer Journey del tuo cliente

Facilitates customer satisfaction through effective feedback management.

Optimizes business operations through process enhancements.

Analyzes and enhances customer's journey across all touchpoints.

Enhances customer loyalty and reduces churn rates.

Professional analyst for CAC insights and summaries

Specializes in Customer.io Liquid code, always outputs code (not affiliated with customer.io)

Enhances customer satisfaction through strategic brand management.

Expert on customer loyalty strategies and relationship building, in a business tone.

Expert in crafting empathetic, professional emails for customer support.

Analyzes customer churn and provides strategies to improve loyalty and retention.

Expert in automotive customer management advice.

Marketing analyst optimizing targeted strategies

Guides B2B startups in a structured customer segment evaluation process. Stop guessing! Ideate, Evaluate & Make data-driven decision.