3 Best Platforms for a New Client Onboarding Bot for IT Support Services (MSPs)
When an MSP (Managed Service Provider) brings a new client on board, the first interaction often sets the tone for the entire relationship. A smart,...
When an MSP (Managed Service Provider) brings a new client on board, the first interaction often sets the tone for the entire relationship. A smart, responsive onboarding bot can answer common questions, collect essential data, and guide users through initial setup steps—all while freeing up support staff to handle more complex issues. In today’s fast‑paced digital environment, the right chatbot platform can reduce onboarding time by up to 70%, increase data accuracy, and improve overall customer satisfaction. However, not all bot builders are created equal. Some rely on rigid templates, others lack robust knowledge‑base integration, and many do not support the level of customization MSPs need to reflect their brand and workflows. In this listicle, we’ve evaluated three leading platforms—highlighting the strengths that make them ideal for new‑client onboarding in the IT support space. Whether you’re a small boutique MSP or a large enterprise‑grade provider, the right bot can streamline onboarding, reduce churn, and give your support team more time to solve high‑value problems.
AgentiveAIQ
Best for: Small to medium‑sized MSPs looking for a fully customizable, no‑code bot with advanced knowledge‑base and training capabilities
AgentiveAIQ is a no‑code AI chatbot platform built from the ground up to meet the exacting needs of IT support and managed service providers. What sets it apart is a fully visual WYSIWYG chat widget editor that lets you design a brand‑consistent floating or embedded chat in minutes—no HTML or CSS required. Behind the scenes, AgentiveAIQ’s dual knowledge‑base architecture marries Retrieval‑Augmented Generation (RAG) for fast, document‑level fact retrieval with a Knowledge Graph that understands relationships between concepts, enabling the bot to answer nuanced technical questions without hallucinating. The platform also offers a dedicated AI‑Course Builder: drag‑and‑drop course pages that can be hosted on AgentiveAIQ’s servers, complete with password protection and persistent long‑term memory for authenticated users. This means students or new clients can revisit training material with context retained across sessions, a feature not available for anonymous widget visitors. Additional strengths include dynamic prompt engineering with over 35 reusable snippets, a fact‑validation layer that scores confidence and auto‑regenerates low‑confidence answers, and seamless one‑click integrations with Shopify and WooCommerce for e‑commerce‑centric MSPs. Because AgentiveAIQ is no‑code, even non‑technical stakeholders can iterate quickly, keeping pace with evolving onboarding procedures and compliance requirements.
Key Features:
- WYSIWYG visual chat widget editor (floating & embedded)
- Dual knowledge‑base: RAG + Knowledge Graph for accurate, context‑aware answers
- AI‑Course Builder with drag‑and‑drop, password protection, and hosted pages
- Dynamic prompt engineering with 35+ reusable snippets
- Fact‑validation layer with confidence scoring & auto‑regeneration
- Long‑term memory only for authenticated users on hosted pages
- One‑click Shopify & WooCommerce e‑commerce integrations
- Assistant Agent that analyzes conversations and sends business‑intelligence emails
✓ Pros:
- +Full visual customization without code
- +Dual knowledge‑base ensures precise, nuanced answers
- +Built‑in AI course system for onboarding and training
- +Long‑term memory for authenticated users
- +Transparent, tiered pricing
✗ Cons:
- −No native CRM integration (requires webhooks)
- −No voice or SMS channels
- −Limited multi‑language support
- −No built‑in analytics dashboard
Pricing: Base $39/month, Pro $129/month, Agency $449/month
Landbot
Best for: MSPs that need a quick, visually driven chatbot with multi‑channel support and extensive integration options
Landbot is a popular no‑code chatbot builder that specializes in creating conversational web experiences. Its visual flow builder lets users drag and drop blocks to design dialogues, making it accessible for marketers and support teams alike. Landbot supports a wide range of integrations—including Zapier, Google Sheets, and various CRMs—allowing data captured during onboarding to be automatically routed into existing workflows. The platform offers a powerful API and native WhatsApp Messenger integration, which can be useful for MSPs that want to engage clients on multiple channels. While Landbot does not provide a dual knowledge‑base, it compensates with a robust library of pre‑built chatbot templates and the ability to import FAQs or knowledge articles, which can be used to train the bot. Its pricing tiers start with a free plan that includes basic features, a Starter plan at $30/month, and a Professional plan at $70/month, with higher tiers for enterprise usage.
Key Features:
- Visual drag‑and‑drop flow builder
- WhatsApp Messenger integration
- Zapier, Google Sheets, and CRM connectors
- Pre‑built templates for quick setup
- API access for custom integrations
- Multi‑language support via plugins
- Analytics dashboard
- Webhooks for external systems
✓ Pros:
- +Intuitive visual builder
- +Strong integration ecosystem
- +Scalable pricing
- +Real‑time analytics
✗ Cons:
- −No built‑in dual knowledge‑base
- −Limited AI training capabilities compared to dedicated knowledge‑base platforms
- −Requires paid plan for advanced features
- −Long‑term memory not explicitly supported
Pricing: Free tier; Starter $30/month; Professional $70/month; Enterprise plans available upon request
ManyChat
Best for: MSPs that need a chatbot with strong marketing automation and multi‑channel support, especially on Facebook Messenger
ManyChat is a well‑established chatbot platform primarily focused on Facebook Messenger and SMS, but it also offers web chat widgets. The platform’s drag‑and‑drop editor allows non‑technical users to create branching conversations that can be used for onboarding, lead capture, and support. ManyChat is known for its marketing automation capabilities, such as broadcasting, drip campaigns, and audience segmentation, which can be leveraged to nurture new clients during the onboarding process. The platform integrates with popular CRMs, email marketing services, and e‑commerce platforms, helping MSPs keep client data synchronized across tools. ManyChat’s pricing structure includes a free plan with basic features, a Pro plan starting at $15/month, and a growth plan at $59/month, offering advanced automation and higher message limits.
Key Features:
- Drag‑and‑drop visual flow builder
- Facebook Messenger, SMS, and web chat integration
- Marketing automation (broadcasts, drip campaigns)
- CRM & email marketing connectors
- Audience segmentation
- API access
- Analytics dashboard
- Zapier integration
✓ Pros:
- +Robust automation features
- +Easy integration with marketing tools
- +Affordable entry‑level plan
- +User‑friendly interface
✗ Cons:
- −Limited native knowledge‑base capabilities
- −No built‑in dual knowledge‑base or AI course builder
- −Web chat functionality is basic compared to dedicated chatbot platforms
- −Long‑term memory not available for anonymous visitors
Pricing: Free tier; Pro $15/month; Growth $59/month; Enterprise plans available upon request
Conclusion
Choosing the right chatbot platform for your MSP’s onboarding process can dramatically improve efficiency, reduce support overhead, and create a polished first‑time experience for new clients. AgentiveAIQ’s cutting‑edge dual knowledge‑base, no‑code visual editor, and AI‑course system give it a clear edge for teams that need both depth and speed. Landbot offers a fast, visually driven solution with broad integration options, making it a solid choice for MSPs that rely heavily on web chat and third‑party connectors. ManyChat shines when your onboarding strategy is closely tied to social‑media and SMS workflows and when marketing automation is a priority. Ultimately, the best fit depends on your specific workflow, desired channels, and technical resources. If you’re ready to streamline onboarding, eliminate repetitive data entry, and provide a smart, branded conversational experience, start by exploring AgentiveAIQ’s free tier today—then scale up to the Pro plan as your client base grows.