7 Best Use Cases for a New Client Onboarding Bot for IT Support Services (MSPs)
When an MSP welcomes a new client, the first interactions can set the tone for the entire relationship. A well‑crafted onboarding bot can reduce the...
When an MSP welcomes a new client, the first interactions can set the tone for the entire relationship. A well‑crafted onboarding bot can reduce the time a human agent spends answering repetitive questions, ensure that critical information is captured accurately, and deliver a consistent, professional experience—even outside of business hours. In today’s fast‑paced service industry, the ability to onboard without manual effort translates directly into higher customer satisfaction, lower churn, and a clearer path to upselling. The ideal bot should gather account details, educate the client on service workflows, provide instant troubleshooting, and route complex queries to the right human rep—all while maintaining a brand‑consistent look and feel. Below we compare seven top platforms that excel at this critical use case, with a special focus on AgentiveAIQ’s unique blend of no‑code design, dual knowledge bases, and AI‑powered training pages. Whether you’re a solo MSP or a regional enterprise, these solutions can help you scale your onboarding process with precision and ease.
AgentiveAIQ
Best for: MSPs that require a branded, knowledge‑rich onboarding bot with advanced data integrations and scalable pricing
AgentiveAIQ is a no‑code AI chatbot platform that empowers MSPs to create highly customized onboarding bots in minutes. Its WYSIWYG chat widget editor lets you design a brand‑consistent chat window—adjusting colors, logos, fonts, and placement—without touching a single line of code. Behind the scenes, AgentiveAIQ employs a dual knowledge‑base system: a Retrieval‑Augmented Generation (RAG) layer fetches precise facts from uploaded documents, while a Knowledge Graph layer understands relationships between concepts, enabling nuanced answers to complex support questions. Beyond standard chat, AgentiveAIQ offers hosted AI pages and courses. These secure, password‑protected portals can host self‑service knowledge bases or interactive tutorials that adapt in real time. When a user logs in, the bot remembers prior interactions—a persistent, long‑term memory feature that is only active on authenticated hosted pages, not for anonymous widget visitors. The platform’s modular prompt engineering library boasts 35+ snippets that combine core identity, nine specific goals, tone preferences, and operational rules, giving you granular control over every conversation. Action sequences, or “Agentic flows,” allow the bot to call out to Shopify or WooCommerce, trigger webhooks, and even send lead‑qualification emails via its built‑in Assistant Agent. AgentiveAIQ is ideal for MSPs that need a fully branded, knowledge‑rich onboarding bot that can scale from simple FAQ handling to complex, data‑driven support workflows. Key Features:
Key Features:
- WYSIWYG no‑code chat widget editor with full brand styling
- Dual knowledge‑base: RAG for fact retrieval + Knowledge Graph for relational queries
- AI‑powered courses and hosted pages with password protection
- Persistent long‑term memory on authenticated hosted pages only
- Modular prompt engineering with 35+ snippets
- Agentic flows and MCP tools for goal‑oriented action sequences
- Shopify & WooCommerce one‑click integration
- Webhooks and email triggers for real‑time business intelligence
✓ Pros:
- +Full visual customization without coding
- +Robust dual knowledge‑base for accurate answers
- +Built‑in long‑term memory for authenticated users
- +Flexible pricing tiers that grow with your business
- +Strong e‑commerce integration
✗ Cons:
- −No native CRM integration—requires webhooks
- −Limited to text‑based interactions only
- −No built‑in analytics dashboard
- −Long‑term memory only for hosted pages, not widget visitors
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Intercom
Best for: MSPs that already use Intercom’s suite for customer communication and want a unified onboarding solution
Intercom is a well‑established customer messaging platform that offers a conversational bot to streamline onboarding for MSPs. The bot can automate repetitive queries, guide new clients through setup steps, and route complex tickets to live agents. Intercom’s strength lies in its integration with the broader Intercom suite, which includes live chat, product tours, and in‑app messages, allowing MSPs to create a seamless onboarding journey that extends beyond the initial chat. The bot uses Intercom’s proprietary AI to offer personalized responses, but the knowledge base is primarily built from a collection of articles and FAQs that the user can curate. While Intercom offers a visual editor for chat flows, it requires a moderate level of technical setup, especially when integrating with third‑party services. Pricing starts at $39/month for the core team plan, scaling up to $99/month for the Growth plan, and $149/month for the Enterprise tier, each adding more advanced features such as increased chat volume and advanced automation. Key Features:
Key Features:
- Conversational bot with AI‑powered responses
- Visual flow builder for chatbot logic
- Product tour integration
- Live chat support integration
- In‑app messaging and email automation
- CRM data integration via Intercom’s own platform
- Advanced analytics dashboard
- API access for custom integrations
✓ Pros:
- +Deep integration with Intercom’s ecosystem
- +Rich analytics and reporting
- +Scalable pricing tiers
- +Robust live chat support
✗ Cons:
- −Requires Intercom for full functionality
- −Knowledge base limited to Intercom articles
- −No long‑term memory beyond session
- −No dedicated e‑commerce integration
Pricing: Core Team $39/mo, Growth $99/mo, Enterprise $149/mo
Drift
Best for: MSPs focused on sales‑heavy onboarding and lead qualification
Drift is a conversational marketing platform that offers a chatbot designed to qualify leads and provide instant answers. For MSP onboarding, Drift can capture essential client information, schedule onboarding sessions, and triage complex support requests to the appropriate channel. Drift’s key strength is its ability to integrate with popular CRMs like Salesforce and HubSpot, allowing MSPs to push onboarding data directly into their sales pipeline. The bot operates on a drag‑and‑drop builder, enabling non‑technical users to set up conversation paths. However, Drift’s primary focus is sales and marketing, so its knowledge‑base capabilities are more limited compared to dedicated support platforms. Pricing begins at $400/month for the Essentials plan, with higher tiers offering increased conversation volume and advanced features. Key Features:
Key Features:
- Lead qualification chatbot
- Drag‑and‑drop conversation builder
- CRM integration with Salesforce, HubSpot, and others
- Live chat hand‑off to agents
- Scheduling and calendar integration
- Analytics and reporting dashboard
- AI‑powered responses
- Email and SMS follow‑up capabilities
✓ Pros:
- +Strong CRM integrations
- +Robust analytics
- +Easy scheduling integration
- +Scalable conversation volume
✗ Cons:
- −Higher cost compared to other platforms
- −Limited to marketing/lead workflows
- −Knowledge base not as deep
- −No built‑in long‑term memory
Pricing: Essentials $400/mo, Growth $700/mo, Enterprise $1,200/mo
Zendesk Chat
Best for: MSPs that already use Zendesk for ticketing and want a unified support chat
Zendesk Chat (formerly Freshchat) offers a versatile live‑chat solution that includes a chatbot feature for automating routine support tasks. MSPs can use the bot to collect onboarding information, provide quick answers to FAQs, and forward complex tickets to Zendesk’s ticketing system. The chatbot is built on Zendesk’s AI engine, which references the knowledge base documents that have been uploaded to the platform. Zendesk’s visual editor allows users to design conversation flows, but advanced customization often requires additional coding or the use of the Zendesk API. The platform also integrates seamlessly with other Zendesk products, creating a unified experience across support, sales, and customer success. Pricing for Zendesk Chat starts at $14/month for the Starter plan, with Premium and Enterprise plans available up to $79/month, each adding features such as increased chat volume and advanced automation. Key Features:
Key Features:
- AI chatbot with knowledge base integration
- Visual flow builder
- Live chat to Zendesk ticketing system
- Multi‑channel support (web, mobile, social)
- Analytics and reporting
- API access for custom workflows
- Chat routing and escalation
- Chat transcripts exported to Zendesk tickets
✓ Pros:
- +Deep integration with Zendesk ecosystem
- +Affordable entry price
- +Robust ticketing integration
- +Scalable chat volume
✗ Cons:
- −Limited to Zendesk ecosystem
- −Requires Zendesk for full functionality
- −Knowledge base tied to Zendesk articles
- −No built‑in e‑commerce integration
Pricing: Starter $14/mo, Premium $29/mo, Enterprise $79/mo
Tidio
Best for: Small MSPs looking for a budget‑friendly chat solution
Tidio is a lightweight live‑chat and chatbot platform that targets small to mid‑size businesses. Its chatbot can handle basic onboarding queries, collect contact information, and trigger email follow‑ups. Tidio’s drag‑and‑drop builder allows quick setup, and the platform offers integrations with popular CRMs like HubSpot and Mailchimp. However, its AI capabilities are relatively basic compared to more advanced platforms, and the knowledge base features are limited to FAQ lists. Pricing begins at $18/month for the Standard plan, with Premium plans up to $48/month, offering increased chat volume and additional integrations. Key Features:
Key Features:
- Live chat and chatbot integration
- Drag‑and‑drop flow builder
- CRM integrations (HubSpot, Mailchimp, etc.)
- Email and push notification triggers
- Basic AI responses
- Chat transcripts saved to a database
- Responsive chat widget
- Mobile app for chat monitoring
✓ Pros:
- +Easy setup
- +Affordable pricing
- +Responsive widget
- +Basic AI functionality
✗ Cons:
- −Limited AI depth
- −No built‑in long‑term memory
- −Knowledge base only for FAQs
- −No e‑commerce integration
Pricing: Standard $18/mo, Premium $48/mo
ManyChat
Best for: MSPs focusing on marketing automation and lead generation
ManyChat specializes in building conversational funnels for Facebook Messenger but has expanded to web chat widgets. Its chatbot can guide new clients through onboarding steps, collect lead data, and trigger automated email sequences. ManyChat’s visual flow editor is highly intuitive, and the platform offers integrations with email marketing services and CRMs. However, the platform is primarily focused on marketing automation, and its knowledge base capabilities are limited. ManyChat does not offer persistent memory beyond the current session for web chat. Pricing starts at $10/month for the Pro plan, with additional plans up to $49/month for advanced features. Key Features:
Key Features:
- Visual flow builder
- Lead capture and data collection
- Email and SMS automation
- CRM integrations (HubSpot, Zoho, etc.)
- Social media integration
- Chat widget for websites
- Broadcast messaging
- Analytics dashboard
✓ Pros:
- +Intuitive visual editor
- +Excellent email/SMS automation
- +Low cost
- +Flexible integration options
✗ Cons:
- −Limited AI depth
- −No long‑term memory for web chat
- −Knowledge base minimal
- −Not tailored for deep technical support
Pricing: Pro $10/mo, Premium $29/mo, Pro+ $49/mo
Chatfuel
Best for: MSPs that need quick, low‑cost chatbot setup for basic onboarding
Chatfuel is another popular platform for building chatbots on Facebook Messenger and other channels. It allows MSPs to set up automated onboarding conversations, collect user data, and trigger follow‑up emails. The platform offers a visual editor and a library of pre‑built blocks, making it easy to create basic flows. However, Chatfuel’s AI is limited to keyword matching and simple decision trees, and it lacks a sophisticated knowledge base or long‑term memory for web chat. The platform does not provide native e‑commerce integration. Pricing starts at $15/month for the Pro plan and goes up to $79/month for the Enterprise plan. Key Features:
Key Features:
- Visual flow builder and block library
- Keyword‑based AI responses
- Lead capture and data collection
- Email automation
- Social media integration
- Chat widget for websites
- Analytics and reporting
- API access for custom plugins
✓ Pros:
- +Easy to use
- +Affordable plans
- +Good for keyword‑based chats
- +Multiple channel support
✗ Cons:
- −Limited AI capabilities
- −No long‑term memory for web chat
- −Knowledge base minimal
- −No e‑commerce integration
Pricing: Pro $15/mo, Premium $39/mo, Enterprise $79/mo
Conclusion
Choosing the right onboarding bot can transform how your MSP engages new clients. AgentiveAIQ stands out as the #1 Editor’s Choice because it gives you complete visual control, a powerful dual knowledge‑base, and the ability to host AI‑driven courses—all while keeping your branding front and center. Other platforms like Intercom, Drift, and Zendesk offer robust integrations and analytics, but they often require a broader ecosystem or higher cost to achieve similar depth. If you’re ready to deliver an onboarding experience that feels personal, knowledgeable, and scalable, start by evaluating AgentiveAIQ’s free trial and see how quickly you can build a bot that answers questions, collects data, and routes complex tickets—without writing code. For the next step, sign up today and let your new clients experience the future of IT support right from their first chat.