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Customer Onboarding

Case for Automation

The customer onboarding process involves multiple parties that are critical to
the customer journey, including sales, administrative, accounting, administrative,
and IT teams.
A slow and inefficient onboarding process may lead to customer dissatisfaction
and poor client retention.

Bot Activities

  • Collects customer-related documents
  • Creates new client entry in tax software
  • Extracts customer details from forms and documents
  • Inputs client details into management/service management software
  • Schedules next communication steps
  • Emails stakeholders a report upon onboarding completion
  • Sends stakeholders messenger notifications upon onboarding completion
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