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AI onboarding workflow for new customers & employees

AI onboarding workflow for new customers & employees

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Processing time

7-11 working days

pricetag

Calculate price & ROI now

CHF 149 / month¹

Setup one-time CHF 1680

Personalized assistants & automated training content

Description

A customized AI-powered onboarding workflow that interactively guides new employees or customers through all important information (e.g., welcome emails, access provision, training reminders). An intelligent chatbot instantly answers questions and delivers personalized training materials.

Add-ons

🌎 Multilingual content

Additional charge: CHF 1200
Translation and delivery of all onboarding content in additional languages
Extra time: +5 days

🧑‍💻 Advanced system integration

Additional charge: CHF 960
Connecting additional systems or data sources (e.g. CRM, ERP) for seamless onboarding
Extra time: +3 days

📊 Advanced Analytics & Reporting

Additional charge: CHF 480
Additional dashboards and KPI reports to monitor onboarding success
Extra time: +2 days

Details

¹Everything included for CHF 149 per month: hosting, support, administration and regular backups. You only decide on the location of the hosting according to your privacy requirements.

🇪🇺 EU-Hosted AI integration (GDPR compliant) Use of EU-hosted AI models (e.g. B. OpenAI or Azure) via GDPR-compliant API connection
Data security & compliance with European data protection standards
🇨🇭 Swiss hosting (GDPR/FADP compliant) Hosting and operation of the LLM server (AI) in Switzerland
For applications that have the highest data protection requirements or are legally obliged to process data exclusively in Switzerland.

Benefits

🇨🇭 Swiss quality
👩‍⚖️ GDPR compliant
💵 Transparent prices
🧑‍💻 Personal support
🚀 Fast delivery

The Marketing Campaign

What is included?

AI-powered chatbot as a personal onboarding assistant
Automatically generated training materials & videos tailored to your content
Personalized training plan for each new user (adapted by AI)
Integration of the workflow into existing systems (HR, e-learning, email)
Interactive knowledge transfer (quiz, feedback, gamification elements)
Multilingual content through AI translation
Analysis of learning progress & detailed reporting
Automated reminders and follow-ups for open tasks
Data & Insights

Areas of application

Employee onboarding
Customer onboarding
Compliance training
Training in new systems
Remote onboarding
Product training for end customers
Partner/franchise onboarding
Audio & Video Avatar

Our creation process

Kick-off: Requirements analysis and goal definition together with you
Concept development: Development of onboarding design and AI use
Content creation: Development of training content (texts, videos, quizzes) with AI support
Implementation: Building the workflow and integrating it into your system landscape
AI integration: Setting up the chatbot/assistant and training with your content
Testing phase: Comprehensive testing of workflow and AI features
Feedback & Adaptation: Incorporating your feedback and optimizing
Go-Live: Handover, installation and briefing on the system
checklist

This is what you get

Fully set up onboarding workflow
AI chatbot/assistant with your company knowledge
Linking to training videos, tutorials and intranet
Detailed documentation (process descriptions and user manual)
Instructing your team in using and maintaining the workflow
Support & Chatbots

Frequently Asked Questions

Is this AI onboarding workflow suitable for employee or customer onboarding?

Our solution can be flexibly deployed for both scenarios. Whether you're training new employees or introducing new customers to your product, we tailor the workflow to your target audience.

Can the onboarding content be provided both as videos and interactively (e.g. chatbot)?

Yes. We can integrate various formats depending on your needs. This includes AI-generated video tutorials, written instructions, interactive chatbot dialogues, and quizzes. You decide which mix best suits your target audience.

Do we need our own AI expertise or internal resources for implementation?

No. You don't need to develop AI yourself or bring in any specialized expertise. We handle the entire technical implementation. We train your team to use and maintain the new workflow – no additional IT resources are required.

How customized is the onboarding workflow for our company?

Completely customized. We develop the workflow based on your specific requirements, content, and processes. Your existing training materials, company policies, and branding are integrated to ensure the result is a perfect fit for your company.

What added value does AI offer in onboarding compared to traditional methods?

AI enables a personalized, always-available onboarding experience. New employees or customers receive the information they need in an engaging format and can ask questions at any time. At the same time, your HR or support teams are relieved of workload, as AI takes over routine questions and the overall onboarding process becomes faster and more consistent.

KI Onboarding-Workflow

KI Onboarding-Workflow

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