AI agent
AI Onboarding Agent
Welcomes new customers, guides setup, captures key info, and books the first step.
First impressions, handled.
Tool stack
Knowledge Base · Google Calendar · CRM · WhatsApp
Included in
Pro · Business
The job
What this agent does
Welcomes new customers, guides setup, captures key info, and books the first step.
01
Welcome
- Greets the new customer the moment they sign up
- Explains how it works in your brand's voice
- Answers day-one questions from your knowledge base
02
Setup
- Guides setup step by step, at the customer's pace
- Captures the missing details and files them in the CRM
- Spots where they stalled and follows up without nagging
03
First step
- Books the first call or setup session
- Sends the confirmation and the day-before reminder
- Hands the customer to your team once they're ready
See it work
The first step is booked in the first message.
The agent welcomes the new customer, captures their details and reserves the setup session.
I just created my account — what's next?
Welcome, Carlos! I'm holding 20 minutes to set up your clinic live with you.
Setup session · Nevatal
nevatal.co/setup/4821
Booked. Confirmation is on its way here, plus a reminder the day before 👇
I just created my account — what's next?
Welcome, Carlos! I'm holding 20 minutes to set up your clinic live with you.
Setup session · Nevatal
nevatal.co/setup/4821
Booked. Confirmation is on its way here, plus a reminder the day before 👇
Illustrative conversation · sample data
Tool stack
Connected tools
What the agent actually does with each one. Every integration is native to xcale — nothing for you to wire up.
- Knowledge Base
Explains your product from your own documentation.
- Google Calendar
Reserves the setup session on your team's calendar.
- CRM
Leaves the new customer's record complete and ready for the team.
- WhatsApp
The whole ramp-up happens in the chat the customer already has open.
Industry fit
Where it fits
Included in
Pro · Business
Pricing is per plan, not per agent. Every plan includes the whole platform behind the role.
See pricingOther agents on the team
AGENT 01 · SALES REP
AI Sales Rep
Qualifies leads, recommends products, follows up, and sends payment links.
AGENT 02 · BOOKING AGENT
AI Booking Agent
Schedules appointments, sends confirmations, handles cancellations, and sends reminders.
AGENT 03 · SUPPORT
AI Support Rep
Reads questions, answers from your knowledge base, escalates the complex, and keeps context.
Hire your AI Onboarding Agent
Define the first message and the first step. Start for free.