Customer onboarding that runs itself
What was jammed
New-client onboarding was manual, took 14 days and lost 38% of people before first use. Every new account depended on someone remembering to chase the missing document.
What went live
An agent guides the client step by step, reads submitted documents, validates what can be validated on its own and opens an internal ticket only when a human is needed. Every onboarding step became an event in the dashboard.
What started being measured
−72%
time to first use
- before
- 14 days
- after
- 3.9 days