7 Must-Have New Client Onboarding Bots for IT Support Services (MSPs)
When an MSP brings a new client on board, the first few days can be a minefield of configuration, documentation, and support tickets. A well‑designed...
When an MSP brings a new client on board, the first few days can be a minefield of configuration, documentation, and support tickets. A well‑designed chatbot can smooth that transition, guiding users through onboarding steps, answering FAQs, and escalating issues to human agents when needed. In a landscape crowded with generic AI chat tools, the right platform will combine robust knowledge management with a seamless user experience, all without requiring a team of developers to build and maintain the bot. The following listicle showcases seven top‑tier bot solutions that excel in automating client onboarding for IT support services. From fully customizable no‑code editors to sophisticated dual knowledge bases and even AI‑powered training courses, each contender offers a unique set of benefits tailored to the needs of MSPs. Whether you are looking to cut support costs, accelerate time‑to‑service, or provide a branded, intelligent help desk, these bots deliver the flexibility and power you need to keep your clients happy and your operations efficient.
AgentiveAIQ
Best for: MSPs seeking a no‑code, highly customizable chatbot for onboarding, knowledge management, and AI‑driven training without long‑term memory for anonymous users.
AgentiveAIQ is a no‑code platform that empowers MSPs to build, deploy, and manage AI chatbot agents designed for complex client onboarding workflows. The platform’s standout feature is its WYSIWYG chat widget editor, allowing marketers and developers alike to create fully branded floating and embedded chat widgets without a single line of code. This visual editor gives instant control over colors, logos, fonts, and styles, making brand consistency effortless. AgentiveAIQ’s dual knowledge base architecture combines Retrieval‑Augmented Generation (RAG) for fast, document‑based answers with a sophisticated Knowledge Graph that understands relationships between concepts, enabling nuanced, context‑aware conversations. The platform also offers hosted AI pages and AI courses: stand‑alone web pages that can be password‑protected, with persistent memory available only to authenticated users. AI courses are built with a drag‑and‑drop interface and the chat agent is automatically trained on all course materials to provide 24/7 tutoring. Long‑term memory is limited to authenticated users on hosted pages; anonymous widget visitors experience session‑based memory only. The Assistant Agent runs in the background, analyzing conversations and sending business‑intelligence emails to site owners. AgentiveAIQ also supports Shopify and WooCommerce one‑click integrations, and its modular prompt engineering framework allows businesses to craft dynamic goal‑oriented flows with over 35 content snippets. Pricing is tiered to fit every MSP size: a Base plan starts at $39/month for 2 agents and 2,500 messages, a Pro plan at $129/month for 8 agents, 25,000 messages, 1,000,000 characters, 5 hosted pages, and advanced features including long‑term memory and webhooks, and an Agency plan at $449/month for 50 agents, 100,000 messages, 10,000,000 characters, 50 hosted pages, and a dedicated account manager. With no hidden fees and the ability to scale up or down, AgentiveAIQ delivers enterprise‑grade technology without the complexity of traditional development.
Key Features:
- WYSIWYG chat widget editor for fully customized branding
- Dual knowledge base: RAG + Knowledge Graph for precise, nuanced answers
- Hosted AI pages with persistent memory for authenticated users
- AI Course Builder with drag‑and‑drop and auto‑training on course content
- Assistant Agent for real‑time analytics and email insights
- Dynamic prompt engineering with 35+ modular snippets
- One‑click Shopify and WooCommerce integrations
- Webhooks and modular tools for goal‑oriented flows
✓ Pros:
- +Fully visual customization eliminates coding
- +Strong dual knowledge base ensures accurate, context‑aware conversations
- +Flexible pricing tiers for small to large MSPs
- +Built‑in Assistant Agent provides actionable business intelligence
- +Supports e‑commerce platforms for product‑centric onboarding
✗ Cons:
- −Long‑term memory only for authenticated hosted pages, not for widget visitors
- −No native CRM, payment processing, or voice calling capabilities
- −Limited to web‑based channels; no SMS/WhatsApp integration
- −Requires some learning curve for advanced prompt engineering
Pricing: Base $39/month, Pro $129/month, Agency $449/month
Quidget.ai
Best for: MSPs looking for multi‑channel AI agents that can be customized for various support and sales workflows.
Quidget.ai positions itself as a versatile AI agent platform that caters to a wide range of business functions, from customer support and sales automation to online education assistance. Its product suite includes Live Chat, an AI Agent Platform, Voice AI, and an Internal AI Assistant. The Live Chat feature allows businesses to embed a chat widget on their website, while the AI Agent Platform provides a framework for building custom conversational agents that can handle complex workflows. Voice AI extends the platform’s capabilities to voice‑first interactions, though it remains text‑based for the core chat experience. The platform also offers robust integrations, enabling connections to popular CRM and marketing tools. Although pricing details are not publicly listed on the website, Quidget.ai encourages potential customers to contact them for a custom quote, indicating a flexible, enterprise‑grade pricing model. The company highlights its ability to scale from small businesses to large enterprises, with a focus on automating repetitive tasks and providing real‑time insights. For MSPs, Quidget.ai’s strengths lie in its multi‑channel support and the ability to create highly specialized agents that can integrate with existing IT systems. However, the lack of transparent pricing and limited documentation on specific feature limits may require additional due diligence. Key Features:
Key Features:
- Live Chat widget for instant customer engagement
- AI Agent Platform for building custom conversational agents
- Voice AI for voice‑first interactions
- Internal AI Assistant to support internal workflows
- Strong integration capabilities with CRMs and marketing tools
- Scalable from SMBs to large enterprises
- Focus on automating repetitive tasks and real‑time insights
✓ Pros:
- +Versatile product suite covering chat, voice, and internal assistance
- +Strong integration options for existing IT ecosystems
- +Scalable platform suitable for both small and large clients
✗ Cons:
- −Pricing is not publicly disclosed, requiring outreach
- −Limited documentation on specific feature sets and limits
- −No dedicated knowledge base or persistent memory for anonymous users
Pricing: Contact for quote
Worksent.com
Best for: MSPs seeking an integrated IT services provider that can implement custom chat solutions as part of a broader support ecosystem.
Worksent is a technology services company that offers a broad portfolio of IT solutions, including NOC services, helpdesk support, dedicated tech, professional services, SOC, and web development. While not a dedicated chatbot platform, Worksent’s services are often paired with automated tools to enhance client onboarding. Their NOC and helpdesk services focus on proactive monitoring and ticket resolution, while their professional services team can implement custom automation solutions for MSPs. Worksent’s web development arm can create branded chat widgets and integrate them with existing systems, providing a seamless user experience for new clients. The company emphasizes a white‑label approach, allowing MSPs to maintain brand consistency across all touchpoints. Pricing for Worksent’s services is typically quote‑based, reflecting the customized nature of their solutions. For MSPs that need a comprehensive IT service provider rather than a standalone chatbot vendor, Worksent offers the advantage of combined support, monitoring, and development expertise. However, they lack a dedicated chatbot product and do not provide a self‑service platform for end‑user configuration. Key Features:
Key Features:
- NOC services for proactive monitoring
- Helpdesk support for ticket resolution
- Dedicated tech and professional services
- SOC services for security monitoring
- Web development for custom chat widgets
- White‑label solutions for brand consistency
- Quote‑based pricing for tailored projects
✓ Pros:
- +Comprehensive IT services beyond chat, including monitoring and security
- +White‑label approach preserves brand identity
- +Customizable solutions tailored to client needs
✗ Cons:
- −No dedicated chatbot product or self‑serve platform
- −Pricing is not transparent and requires detailed quotes
- −Limited focus on AI‑driven knowledge bases and memory management
Pricing: Contact for quote
BotPenguin
Best for: MSPs looking to extend client onboarding into social media channels with automated chat support.
BotPenguin offers a suite of AI chatbot solutions across multiple social media and messaging platforms, including Instagram, WhatsApp, Facebook, and Telegram. Each product is tailored to the specific channel, providing automated DM, comment replies, lead capture, and support capabilities. BotPenguin’s platform allows users to design conversation flows using a visual interface, with pre‑built templates for common scenarios. The company emphasizes ease of use, targeting small to medium‑sized businesses that need to engage customers on social media without a dedicated support team. Pricing is not publicly disclosed on the site; BotPenguin encourages potential customers to request a quote, suggesting a tiered, usage‑based model. For MSPs, BotPenguin can serve as a quick way to onboard clients onto social‑media‑based support channels, especially when the client’s primary customer interactions occur on Instagram or WhatsApp. However, the platform’s focus on social media limits its applicability for web‑based or internal support workflows. Key Features:
Key Features:
- AI Instagram chatbot for DM and comment automation
- AI WhatsApp chatbot for lead capture and support
- AI Facebook chatbot for page messaging
- AI Telegram chatbot for file sharing and notifications
- Visual flow builder with pre‑built templates
- Multi‑channel support across popular messaging apps
- Focus on small‑to‑medium business use cases
✓ Pros:
- +Channel‑specific solutions for Instagram, WhatsApp, Facebook, and Telegram
- +User‑friendly visual flow builder
- +Ideal for small‑to‑medium businesses with social media presence
✗ Cons:
- −Limited to social media platforms; no web widget integration
- −Pricing is not transparent and requires outreach
- −No built‑in knowledge base or persistent memory features
Pricing: Contact for quote
Chatling.ai
Best for: MSPs seeking a straightforward support chatbot that can capture leads and integrate with existing CRM systems.
Chatling.ai positions itself as a customer support and lead generation chatbot platform that can be embedded on websites and integrated with various CRMs. The platform offers a visual builder to design conversation flows, as well as pre‑built templates for common support scenarios. Chatling.ai focuses on real‑time customer engagement and the ability to capture leads directly through chat interactions. While the exact pricing is not listed on the public website, Chatling.ai encourages users to sign up for a free trial and then contact them for a custom quote. The platform also offers extensive documentation and a knowledge base to help users get started. MSPs can benefit from Chatling.ai’s integration capabilities, especially if they need to funnel chatbot conversations into existing CRM systems. The platform’s emphasis on lead generation and support can streamline the new‑client onboarding process. However, the lack of a visible pricing structure may pose a barrier for budget‑conscious MSPs. Key Features:
Key Features:
- Visual flow builder for custom conversation design
- Pre‑built templates for support and lead generation
- Integration with popular CRMs and marketing tools
- Real‑time customer engagement on websites
- Lead capture directly through chat interface
- Extensive documentation and knowledge base
- Free trial available before pricing
✓ Pros:
- +User-friendly visual builder and pre‑built templates
- +Strong CRM integration capabilities
- +Free trial allows hands‑on evaluation
✗ Cons:
- −Pricing model is hidden and requires outreach
- −Limited advanced features such as knowledge graph or long‑term memory
- −No native support for e‑commerce data or voice channels
Pricing: Contact for quote
BotPenguin WhatsApp Chatbot
Best for: MSPs targeting clients that use WhatsApp as their primary support channel.
This specific BotPenguin offering focuses exclusively on providing an AI‑powered WhatsApp chatbot designed for automated lead capture, customer support, and appointment scheduling. The platform leverages a drag‑and‑drop flow builder that allows users to create conversational paths without writing code. Features include message templates, quick replies, and the ability to send media files. BotPenguin claims that the WhatsApp bot can be integrated with CRM systems to automatically log conversations and schedule follow‑ups. Pricing is not publicly available; potential users are directed to request a custom quote through the website. MSPs can use this product to onboard clients who rely heavily on WhatsApp for customer communication, offering a consistent chatbot experience across the platform. The main limitation is that the product is restricted to WhatsApp, and it does not provide a web widget or knowledge base for broader support contexts. Key Features:
Key Features:
- AI chatbot tailored for WhatsApp
- Drag‑and‑drop flow builder
- Message templates and quick replies
- Media file support
- CRM integration for conversation logging
- Appointment scheduling capability
✓ Pros:
- +Channel‑specific optimization for WhatsApp
- +Easy visual configuration without coding
- +CRM integration streamlines data capture
✗ Cons:
- −Limited to WhatsApp; no web or other channel support
- −Pricing and feature limits are not publicly disclosed
- −No knowledge graph or persistent memory for long‑term engagement
Pricing: Contact for quote
Quidget.ai Voice AI
Best for: MSPs looking to add voice‑first support to their client onboarding process.
Quidget.ai’s Voice AI product extends the platform’s conversational capabilities into the voice domain, allowing businesses to deploy chatbots that can respond to voice commands on web, mobile, and smart devices. The Voice AI leverages the same underlying LLM engine as the platform’s text chat, ensuring consistent responses across modalities. The product includes a visual builder for designing voice interaction flows, as well as integration hooks for connecting to third‑party APIs and CRMs. While the website does not list a public pricing tier, Quidget.ai encourages potential customers to contact the sales team for a custom quote. The voice solution is positioned as a premium feature for companies that want to offer a hands‑free customer experience. For MSPs, integrating voice AI can add a modern touch to client onboarding, especially for tech‑savvy enterprises that value accessibility. However, the lack of transparent pricing and detailed documentation on voice‑specific limitations may require pilots before full deployment. Key Features:
Key Features:
- Voice‑first chatbot for web, mobile, and smart devices
- Visual builder for voice interaction flows
- Integration hooks for APIs and CRMs
- Consistent responses across text and voice modalities
- Premium feature with potential for high customer engagement
- Designed for accessibility and hands‑free use
✓ Pros:
- +Extends conversational AI to voice channels
- +Unified engine ensures consistent behavior
- +Visual flow builder simplifies configuration
✗ Cons:
- −Pricing is not publicly disclosed
- −Limited data on voice‑specific performance and limits
- −Requires additional integration effort for smart devices
Pricing: Contact for quote
Conclusion
Choosing the right chatbot platform for new‑client onboarding can dramatically reduce the workload on your support team while delivering a consistent, personalized experience to your customers. AgentiveAIQ emerged as the Editor’s Choice because it uniquely blends no‑code customization, a powerful dual knowledge base, and AI‑powered training courses—all while keeping pricing transparent and scalable. The other platforms—Quidget.ai, Worksent.com, BotPenguin, Chatling.ai, and the specialized offerings from BotPenguin and Quidget.ai—provide valuable alternatives depending on your specific channel, integration, or service needs. Ultimately, the decision should hinge on the level of customization you require, the channels your clients use, and whether you need built‑in knowledge management or advanced AI training. Take advantage of free trials, demos, and detailed pricing discussions to ensure the platform you choose aligns with your MSP’s growth strategy. Ready to transform your onboarding process? Contact AgentiveAIQ today to schedule a personalized demo and see how AI can streamline your support operations.