Automate the process of sending welcome emails, setting up accounts, and scheduling follow-up communications with new customers.
Add an online application form for new customers to fill out and submit documents. The bots can use AI-powered optical character recognition (OCR) to scan and extract relevant information from documents such as contracts or ID cards to update the internal systems.
A virtual agent (intelligent chatbot) can also be used to provide new customers with information about the company, products, and services. This helps save time, reduces manual errors, and ensures that new customers feel supported and informed during the onboarding process. Use GPT to enhance the onboarding process for new customers, which can include generating personalized welcome messages, training materials, and FAQs.