How to set up a new customer onboarding bot
Send new customers the right info at the right time without remembering to.
Step by step
- Map what a new customer needs to know in the first two weeks.
- Write 3 short emails (AI can help, see the AI use cases site).
- Pick the trigger: invoice paid, form signed or tag added.
- Build the automation with sensible gaps between emails.
- Test it with your own email address.
- Review open rates and replies after a month.
Watch-outs
- Keep it useful, not salesy.
- Make sure customers can reply to a real person.
- Onboarding emails are transactional, but anything promotional needs consent and an unsubscribe.
Questions
How many emails?
Three is plenty for most businesses.
Can I personalise them?
Yes, use merge fields for name and service.
Related guides
- How to set up an FAQ chatbot on your website
- How to set up a social media posting bot
- How to set up a review request bot
Need prompts for the AI steps? See 40 AI use cases with copyable prompts. Want a hand? Get in touch.