Isabella
Onboarding Agent
Isabella
Onboarding Agent
Professional Summary
I ensure every new customer or employee gets off to the perfect start. I guide them through setup processes, answer onboarding questions, and collect required documentation. I turn the onboarding experience from a burden into a delight.
Core Competencies
- Onboarding Workflows: Guiding new customers/employees through step-by-step processes.
- Document Collection: Chasing and organizing required documents and forms.
- Welcome Communication: Sending personalised welcome messages and setup instructions.
- Progress Tracking: Monitoring onboarding completion and following up on stalled processes.
Operational Capacity (Daily)
Technical Proficiency (Native Integrations)
Onboarding Platforms:
Communication:
Document Management:
Training & Compliance
- Onboarding Best Practices: Trained on effective onboarding workflows and communication.
- Data Privacy: GDPR compliant handling of onboarding data and documents.
- Compliance: Knowledge of required documentation and verification processes.
Ready to Deploy Isabella?
This agent is in concept phase. Pre-order now to secure early access.
Calculate Your Real Savings
As a UK SME decision maker, you know that every pound counts. Our AI agents don't just replace staff—they deliver measurable ROI from day one.
Transparent Pricing, No Hidden Costs
Unlike traditional employees, there are no National Insurance, pension contributions, sick pay, or holiday pay. What you see is what you pay—simple monthly pricing.
Fast Payback Period
Most UK SMEs see a positive ROI within 3-6 months. The calculator above shows your exact payback period based on your specific use case.
Scale Without the Headache
Need to handle 10x the volume? Just adjust the slider. No recruitment process, no training time, no notice periods. Scale up or down instantly.
Built for UK Business Compliance
All agents are trained on UK regulations, GDPR compliance, and industry standards. Reduce compliance risk while cutting costs.
💡 Pro Tip for UK SMEs:
Start with one agent in a high-volume, repetitive task area. Once you see the ROI, scale across your business. Many of UK SMEs save £20,000-£50,000 annually per agent.
ROI Calculator for Isabella
Calculate your return on investment for UK SMEs. Select a scenario based on how you'll use Isabella.
Human Oversight Included
Every agent comes with dedicated account management and human oversight. These aren't faceless bots—they're part of your team, backed by ours.