Service:

AI onboarding workflow for new customers & employees

Short description:

Processing time:

7-11 working days

Price:

CHF 149 / month¹

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.

What is included:

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

Creation process:

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

This is what you get:

• Fully configured onboarding workflow
• AI chatbot/assistant with your company knowledge
• Links to training videos, tutorials and intranet
• Detailed documentation (process descriptions and user manual)
• Training your team in the use and maintenance of the workflow

Add-ons:

🌎 Multilingual content

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

🧑‍💻 Advanced system integration

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

📊 Advanced Analytics & Reporting

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

Other/Hosting:

🇪🇺 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.

FAQ:

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.