Customer Onboarding
Add-on · ₹999/mo per channelEvery new customer starts right — without your time.
The Onboarding agent welcomes a new customer, walks them through getting started, collects the documents and details your business needs, and flags anything blocking — so day one feels premium, every time.
What it does — for real
Every capability below is a live action in your Janiva workspace, not a scripted reply.
Answers from YOUR knowledge
Grounded on your uploaded docs and FAQs — it answers from your business's truth, never guesses.
Escalates to your team
Anything it can't finish becomes an assigned task — nothing slips into a void.
Keeps contact details fresh
Phone and email updates flow straight into the customer record.
Recognises returning customers
Looks the customer up in your CRM so nobody is asked the same question twice.
Human handoff, always
The moment it's out of depth — or the customer asks — it hands the chat to your team with full context.
How it works
Activate in one click
Pick the agent in your Agent Store, choose the WhatsApp number or website chat it should answer on.
It talks like your best hire
Grounded on your knowledge base and catalogue, guarded by non-negotiable rules — it never invents prices or promises.
Real work lands in your dashboard
Leads in CRM, bookings on the calendar, tasks assigned — and a human handoff the moment it's out of depth.
Built for
More works for every business
Ready to hand off the back-office?
See Janiva run on your own numbers and companies. Book a 20-minute demo.
