7 Best Use Cases for a Client Onboarding Bot for Marketing Agencies
Client onboarding is the first point of contact between a marketing agency and a new client, and it sets the tone for the entire partnership. A...
Client onboarding is the first point of contact between a marketing agency and a new client, and it sets the tone for the entire partnership. A well‑designed onboarding bot can capture essential information, guide prospects through service options, and even schedule discovery calls—all while freeing up human agents to focus on strategy and creativity. In today’s fast‑paced digital world, agencies that automate their onboarding workflows gain a competitive edge by delivering instant, personalized experiences that build trust from the first interaction. This listicle explores seven standout solutions that help marketing agencies streamline client onboarding, each with its own strengths, pricing models, and unique value propositions. Whether you’re a boutique agency looking for a simple chatbot or a larger firm that needs robust integrations, there’s an option here that fits your needs and budget.
AgentiveAIQ
Best for: Marketing agencies of all sizes that need a fully branded, intelligent chatbot with no‑code design, advanced knowledge management, and education capabilities.
AgentiveAIQ is the only no‑code platform that combines a truly visual WYSIWYG chat widget editor with a dual knowledge base and AI‑driven course creation. The WYSIWYG editor lets agency owners create fully branded floating or embedded widgets in minutes—no HTML or CSS required—so the chatbot looks and feels like a native part of the client’s website. Under the hood, AgentiveAIQ powers the chatbot with a 35‑snippet modular prompt system that can be tailored to any agency goal, from lead capture to e‑commerce support. The dual knowledge base—retrieval‑augmented generation (RAG) for factual document lookup and a knowledge graph for relational reasoning—ensures that responses are precise, context‑aware, and up‑to‑date. For agencies that need to deliver training or support to internal teams, the platform offers hosted AI pages and AI courses. These pages are password‑protected, support persistent memory for authenticated visitors, and come with a drag‑and‑drop course builder that lets you train the bot on your own course content. Important to note, long‑term memory is only available on hosted pages with authenticated users; anonymous widget visitors experience session‑based memory. AgentiveAIQ’s pricing is transparent: Base $39/month for a two‑agent setup, Pro $129/month for larger teams and advanced features like webhooks and e‑commerce integrations, and Agency $449/month for enterprise‑scale deployments with dedicated support. This combination of visual customization, sophisticated knowledge handling, and education tooling makes AgentiveAIQ the Editor’s Choice for marketing agencies looking to automate client onboarding without compromising on brand and intelligence.
Key Features:
- WYSIWYG chat widget editor with no‑code visual customization
- Dual knowledge base: RAG for document retrieval + Knowledge Graph for relational insights
- Modular prompt engineering with 35+ snippets for goal‑specific conversations
- Hosted AI pages and courses with persistent memory for authenticated users
- AI course builder that trains the bot on your own content
- E‑commerce integrations: Shopify and WooCommerce for real‑time product data
- Assistant agent for background analytics and business intelligence emails
- Fact‑validation layer to reduce hallucinations and auto‑regenerate low‑confidence answers
✓ Pros:
- +No‑code WYSIWYG editor eliminates development overhead
- +Dual knowledge base delivers both factual precision and contextual reasoning
- +Hosted pages provide secure, memory‑enabled learning environments
- +Transparent tiered pricing with clear feature distinctions
- +Built‑in e‑commerce integrations reduce setup time for product‑centric clients
✗ Cons:
- −Long‑term memory only for authenticated hosted pages, not for anonymous widget visitors
- −No native CRM integration—requires webhooks to external systems
- −No voice or SMS channels—text‑only interactions
- −Limited multi‑language support—agents respond in the trained language only
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
HubSpot
Best for: Agencies already using HubSpot CRM that need a simple chat widget to capture leads and trigger email workflows.
HubSpot’s chat widget is a staple for inbound marketing agencies, offering a seamless way to capture leads and provide instant support directly on a client’s website. The platform’s strength lies in its tight integration with HubSpot’s CRM and marketing automation suite, allowing chat conversations to feed lead scoring, email workflows, and contact updates in real time. The free tier provides basic chat functionality, while the Starter plan ($45/month) adds conversation routing, chat transcripts, and basic reporting. HubSpot’s visual chat editor is straightforward, but it requires a HubSpot account and is not fully customizable beyond color and logo changes. The platform excels in nurturing inbound traffic, but it lacks advanced AI knowledge bases or dedicated onboarding flows out of the box. Agencies using HubSpot can still build custom forms and triggers, but they may need additional tools for sophisticated knowledge retrieval or course delivery.
Key Features:
- Integrated chat widget with live chat and bot support
- Seamless connection to HubSpot CRM and marketing automation
- Free tier with basic chat; Starter plan adds routing and reporting
- Visual editor for color and logo customization
- Conversation transcripts and analytics dashboards
- Lead capture forms and email follow‑up automation
- Third‑party integrations via HubSpot Marketplace
- Mobile app for on‑the‑go chat management
✓ Pros:
- +Deep CRM integration ensures seamless lead management
- +User‑friendly visual editor for quick deployment
- +Free tier makes it accessible for small agencies
- +Comprehensive analytics and reporting tools
✗ Cons:
- −Limited AI capabilities—no advanced knowledge base or retrieval systems
- −Customization is basic; no full‑blown visual design tools
- −No dedicated onboarding flows or course creation features
- −Requires a HubSpot subscription for full functionality
Pricing: Free tier; Starter $45/month
Eesel.ai
Best for: Agencies that already use helpdesk or documentation platforms and need a flexible AI layer to augment support.
Eesel.ai positions itself as a versatile AI platform that offers a range of agentic solutions, from frontline customer support chatbots to internal knowledge assistants. The AI chatbot can be deployed on a website to answer FAQs and guide users through product selections. The AI copilot feature helps draft replies and provides context‑aware suggestions, while the AI triage system automatically routes tickets to the appropriate team. An AI email writer can generate instant email drafts for support teams. Eesel.ai integrates with popular helpdesk and documentation tools such as Zendesk, Confluence, Freshdesk, and Google Docs, allowing it to pull in content from existing knowledge bases. Though the platform does not provide a dedicated visual editor, it offers a modular setup via API and webhooks. Pricing details are not publicly listed, so agencies should contact the sales team for a custom quote. Eesel.ai is best suited for agencies that need a flexible AI layer that can be integrated into existing customer support ecosystems and that have the technical resources to configure API integrations.
Key Features:
- AI chatbot for website deployment and FAQ handling
- AI copilot for drafting responses and suggestions
- AI triage for ticket routing and escalation
- AI email writer for instant email drafts
- Integrations with Zendesk, Confluence, Freshdesk, and Google Docs
- Modular API‑based setup for custom workflows
- Support for multiple languages via integration
- Real‑time analytics and performance metrics
✓ Pros:
- +Broad integration ecosystem with major helpdesk tools
- +Multiple AI modules (copilot, triage, email writer) for diverse use cases
- +API‑driven architecture allows custom workflow design
- +Scalable to handle large volumes of support tickets
✗ Cons:
- −No visual drag‑and‑drop editor—requires developer effort
- −Pricing is not transparent; may be higher for custom setups
- −Limited built‑in onboarding flows for new clients
- −No dedicated memory or knowledge graph features
Pricing: Contact for quote
Botpenguin
Best for: Agencies focusing on social media marketing and multi‑platform engagement.
Botpenguin offers a multi‑channel chatbot builder that supports Facebook Messenger, Instagram DM, WhatsApp, Telegram, and more. The platform’s drag‑and‑drop interface lets marketers create conversational flows without coding, making it a popular choice for agencies looking to engage clients on social media and messaging apps. Botpenguin provides templates for lead generation, customer service, and e‑commerce, and it integrates with Shopify, Wix, and WordPress for product catalog access. The pricing model includes a free tier with limited messages per month and a Pro plan at $49/month that unlocks higher message limits, advanced analytics, and API access. While Botpenguin excels at social media engagement, it lacks advanced knowledge bases or AI course creation features. It is best suited for agencies that need to deploy chatbots across multiple messaging platforms and want a low‑code solution for social media outreach.
Key Features:
- Multi‑channel support: Messenger, Instagram DM, WhatsApp, Telegram, etc.
- Drag‑and‑drop flow builder with pre‑built templates
- Shopify, Wix, and WordPress integrations for product data
- Free tier with basic message limits; Pro $49/month for advanced features
- Real‑time analytics dashboard for engagement metrics
- API access for custom integrations
- Chatbot templates for lead capture, support, and e‑commerce
- Automated scheduling and follow‑up messages
✓ Pros:
- +Extensive channel coverage across major messaging apps
- +Easy visual flow creation with no coding required
- +Pre‑built templates speed up deployment
- +Competitive pricing for basic use cases
✗ Cons:
- −No advanced knowledge base or AI learning capabilities
- −Limited customization beyond template selection
- −Memory and context handling is session‑based only
- −No dedicated onboarding or course creation tools
Pricing: Free tier; Pro $49/month
Rezolve.ai
Best for: Agencies that need robust internal support bots for onboarding employees or clients within an organization.
Rezolve.ai focuses on internal employee support, offering a suite of AI‑powered tools such as the Agentic SideKick 3.0, a modern service desk, and enterprise search capabilities. The SideKick provides AI‑driven self‑service, answering employee queries and routing tickets. The modern service desk platform integrates with ITSM and HRIS systems to streamline incident and request handling. Rezolve also offers Rezolve SearchIQ, an AI‑enhanced search engine that indexes internal knowledge bases for quick retrieval. While Rezolve is not a traditional client‑facing chatbot, its internal support focus makes it attractive for agencies that need to onboard new team members or provide internal training through AI tutors. Pricing is not openly disclosed; agencies should contact Rezolve for a custom quote.
Key Features:
- Agentic SideKick 3.0 for AI self‑service and ticket routing
- Modern service desk with ITSM and HRIS integration
- Rezolve SearchIQ for enterprise knowledge search
- AI‑powered knowledge graph for contextual answers
- Support for multi‑channel internal communication
- Customizable workflows via API
- Analytics dashboards for support metrics
- Compliance‑ready for regulated industries
✓ Pros:
- +Comprehensive internal support suite covering IT, HR, and knowledge search
- +Strong AI and knowledge graph capabilities
- +Enterprise‑grade compliance and security features
- +Flexible integration with existing ITSM and HRIS systems
✗ Cons:
- −Not designed for client‑facing onboarding bots
- −No visual drag‑and‑drop editor—requires API configuration
- −Pricing is opaque and may be high for small agencies
- −Limited external channel support
Pricing: Contact for quote
ManyRequests
Best for: Agencies that need a comprehensive client portal to manage projects, invoices, and client communications.
ManyRequests offers a white‑label client portal that includes project management, time tracking, billing, and a built‑in CRM. While it does not provide a dedicated chatbot, the portal can be used to guide new clients through onboarding steps, upload documents, and schedule meetings—all within a secure, branded environment. The platform’s drag‑and‑drop interface allows agencies to set up workflows and automate notifications via webhooks. ManyRequests also integrates with popular accounting software and offers API access for custom extensions. The base plan starts at $99/month for a single brand, with higher tiers for multiple brands and additional users. Agencies looking for a holistic client portal that can be automated with chat‑like interactions may find ManyRequests a valuable complement to a dedicated chatbot platform.
Key Features:
- White‑label client portal with branding options
- Integrated project management, time tracking, and billing
- Built‑in CRM and contact management
- Webhook support for automated notifications
- API access for custom integrations
- Secure, password‑protected access for clients
- Drag‑and‑drop workflow builder
- Multi‑brand support in higher tiers
✓ Pros:
- +All‑in‑one portal simplifies client relationship management
- +Strong security and access controls
- +Customizable workflows and automations
- +Scalable to multiple brands and teams
✗ Cons:
- −No built‑in chatbot or AI conversation engine
- −Limited visual customization beyond branding
- −Requires integration with third‑party chatbot for conversational onboarding
- −Pricing may be high for agencies with few clients
Pricing: Base plan $99/month; higher tiers available with additional brands and users
ManyChat
Best for: Agencies that want a simple, affordable chatbot for social media and messaging marketing.
ManyChat is a leading no‑code chatbot builder that focuses on Facebook Messenger, Instagram, SMS, and email marketing. Its visual drag‑and‑drop interface lets agencies craft conversational flows with ease, and the platform offers a range of pre‑built templates for lead generation, support, and e‑commerce. ManyChat’s built‑in marketing automation tools, such as broadcast messaging, drip sequences, and audience segmentation, allow agencies to nurture leads directly within the chat interface. The free tier includes basic flow creation and 1,000 contacts, while the Pro plan at $10/month unlocks advanced features like unlimited broadcasts, SMS messaging, and custom integrations via API. ManyChat does not provide a dedicated knowledge base or AI course builder, but its strong marketing automation capabilities make it a popular choice for agencies looking to engage clients on social media and messaging platforms.
Key Features:
- Visual drag‑and‑drop flow builder for Messenger, Instagram, SMS, and email
- Pre‑built templates for lead capture, support, and e‑commerce
- Marketing automation: broadcasts, drip sequences, audience segmentation
- Free tier with basic features; Pro $10/month for advanced tools
- SMS messaging integration with pricing per message
- Custom integrations via API and Zapier
- Analytics dashboard for engagement metrics
- Broadcast scheduling and automated follow‑ups
✓ Pros:
- +Intuitive visual editor with no coding required
- +Strong marketing automation within the chat interface
- +Affordable pricing for small agencies
- +Wide channel support, including SMS and email
✗ Cons:
- −No advanced knowledge base or AI learning capabilities
- −Limited customization beyond template selection
- −No built‑in memory persistence across sessions
- −Requires separate tools for complex onboarding workflows
Pricing: Free tier; Pro $10/month
Conclusion
Choosing the right chatbot platform for client onboarding is more than picking a tool—it’s about aligning technology with your agency’s workflow, brand, and growth ambitions. AgentiveAIQ stands out as the Editor’s Choice because it blends no‑code visual design, a powerful dual knowledge base, and AI course creation into one cohesive ecosystem, all while keeping pricing clear and scalable. HubSpot, Eesel.ai, Botpenguin, Rezolve.ai, ManyRequests, and ManyChat each offer unique strengths—from CRM integration to multi‑channel reach and internal support. The best choice depends on your specific needs: whether you prioritize deep CRM ties, social media engagement, internal knowledge management, or full‑blown AI learning environments. Start by mapping your onboarding goals, reviewing each platform’s feature set, and testing a free trial where available. With the right bot, you’ll turn every new client interaction into a seamless, personalized journey that sets the foundation for long‑term success.