whatsapp iconWhatsApp
+
Client Onboarding

Your WhatsApp Just Became Your Best Onboarding Specialist

New clients get a guided onboarding flow right in WhatsApp. Step by step. No portal logins. No forgotten passwords.

See How It Works

The problem you already know about.

You send an onboarding email with 7 steps. Client opens it, gets overwhelmed, closes it. Two weeks later, they haven't started. Now they're a churn risk before they even used your product.

Poor onboarding is the #1 reason for churn in the first 90 days.

Source: Sixteen Ventures

How it works.

WhatsApp → OpenClaw AI → Results for you

1
System

New client signs up

OpenClaw triggers onboarding sequence via WhatsApp

2
OpenClaw AI

Sends first step

"Welcome! Let's get you set up. First: connect your calendar. Tap here to start."

3
Customer

Client completes step

AI confirms and sends next step

4
OpenClaw AI

Tracks progress, nudges if stalled

"Hey — you're 2 steps from being fully set up. Need help with the API connection?"

What you get.

Onboarding completion rate doubles
Clients progress at their own pace via WhatsApp
No portal logins or complex documentation needed
Stalled clients get gentle nudges automatically
Your team gets notified when clients need human help

Built on OpenClaw

OpenClaw is the open-source AI agent platform that runs on your terms. Bring your own LLM. Connect your own tools. Keep your data. Learn more at openclaw.ai

Want to secure your AI onboarding system?

OpenClaw is powerful. But power without guardrails is a liability. Clawctl adds audit logging, human-in-the-loop approvals, encrypted credentials, and a kill switch. Enterprise security in 60 seconds.

Deploy Securely — $49/mo

Frequently asked questions.

Can I customize the onboarding steps per plan or product?

Yes. Different products or tiers get different onboarding flows. Enterprise clients get more steps. Free tier gets a streamlined version. You define the flow.

What if a client gets stuck on a step?

OpenClaw detects when a client hasn't progressed. It sends a help offer, suggests documentation, or escalates to your team. No one falls through the cracks.

Can it collect information during onboarding?

Yes. The AI can ask for company details, preferences, integration credentials — all via WhatsApp conversation. Data flows directly to your system.

Ready to connect WhatsApp to OpenClaw?

Deploy in 60 seconds. Full security stack included.