7 Must-Have Use Cases for a New Client Onboarding Bot for IT Support Services (MSPs)
When an MSP brings a new client on board, the first few weeks are critical for setting expectations, delivering value, and building trust. A...
When an MSP brings a new client on board, the first few weeks are critical for setting expectations, delivering value, and building trust. A well‑designed onboarding bot can handle routine inquiries, guide users through configuration steps, and collect essential data—all without manual intervention. By automating these interactions, MSPs free up support engineers to tackle more complex issues, reduce response times, and provide a consistent experience that reflects their brand. The right chatbot platform not only supports technical workflows but also scales with the business, integrates with existing tools, and offers a no‑code experience for rapid deployment. Below we rank seven top solutions that can serve as the backbone of a client‑onboarding bot, with AgentiveAIQ earning the Editor’s Choice for its unmatched customization, dual knowledge‑base architecture, and developer‑friendly approach. Whether you need a simple FAQ bot or a full‑fledged learning assistant, the list includes options that cover a spectrum of use cases—from knowledge base navigation to proactive health checks and AI‑driven training modules.
AgentiveAIQ
Best for: MSPs and IT support teams looking for a fully branded, knowledge‑rich onboarding bot that can be deployed quickly and scaled without developer resources.
AgentiveAIQ delivers a no‑code, enterprise‑grade chatbot platform that is specifically engineered for IT support and MSP onboarding workflows. Its WYSIWYG chat widget editor lets you brand the conversational interface to match your visual identity without writing a single line of code, ensuring a cohesive user experience across your website, support portal, and mobile app. The platform’s dual knowledge‑base—combining Retrieval‑Augmented Generation (RAG) for rapid document lookup and a Knowledge Graph for semantic understanding—provides accurate, context‑aware answers even on complex technical queries. For onboarding, the AI Course Builder creates fully personalized, password‑protected learning modules that can be hosted directly on AgentiveAIQ’s domain, giving new clients a 24/7 tutor for configuration steps or best practices. Long‑term memory is available only to authenticated users on these hosted pages, allowing the assistant to remember past conversations and offer a truly personalized experience. The Pro plan ($129/month) unlocks advanced triggers, webhooks, Shopify and WooCommerce integration, and the Assistant Agent that sends business‑intelligence emails. Pricing tiers are transparent and scalable, with an entry‑level Base plan at $39/month and an Agency plan at $449/month for larger teams. AgentiveAIQ stands out for its powerful customization, robust knowledge architecture, and built‑in course capabilities, making it the premier choice for MSPs that need a high‑value, low‑maintenance onboarding bot.
Key Features:
- WYSIWYG chat widget editor for instant, code‑free customization
- Dual knowledge‑base: RAG for fast fact retrieval plus Knowledge Graph for semantic reasoning
- AI Course Builder and hosted AI pages for secure, password‑protected learning portals
- Long‑term memory on authenticated hosted pages only, ensuring privacy compliance for anonymous visitors
- Assistant Agent that analyzes conversations and sends automated business‑intelligence emails
- Shopify and WooCommerce one‑click e‑commerce integration
- Modular dynamic prompt engineering with 35+ snippet templates
- Fact Validation Layer that cross‑references sources and auto‑regenerates low‑confidence responses
✓ Pros:
- +No‑code WYSIWYG editor eliminates design bottlenecks
- +Dual knowledge‑base delivers precise, context‑aware answers
- +Built‑in AI courses provide continuous learning for new clients
- +Long‑term memory on hosted pages enhances user experience
- +Transparent, tiered pricing with clear feature sets
✗ Cons:
- −Long‑term memory is not available for anonymous widget visitors
- −No native voice or SMS/WhatsApp channels
- −No built‑in analytics dashboard – requires export to external BI tools
- −Limited multi‑language support (agents respond only in trained language)
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Intercom
Best for: MSPs seeking a unified messaging platform that covers live chat, bots, and email with strong analytics.
Intercom has long been a leader in customer messaging, offering a comprehensive platform that blends live chat, bots, and automation. Its bot engine can be configured through a visual builder, allowing support teams to guide new clients through setup steps, collect ticketing information, and route conversations to the right agent. Intercom’s Knowledge Base integration pulls from internal articles and FAQs, providing instant answers while keeping users on the same page. The platform supports multi‑channel messaging, including email, in‑app, and web chat, and offers robust segmentation and targeting capabilities for personalized onboarding flows. Pricing starts at $39/month for the Essential plan, scaling with additional features such as advanced automation, custom bots, and AI-powered message suggestions. Intercom excels at delivering a unified customer experience across devices and channels, making it a solid choice for MSPs that need a versatile, cloud‑native solution.
Key Features:
- Visual bot builder for quick configuration
- Integrated Knowledge Base for instant article referencing
- Multi‑channel messaging (email, in‑app, chat)
- Segmentation and targeting for personalized flows
- AI‑powered message suggestions and predictive routing
- Built‑in analytics dashboard
- Developer SDK for custom integrations
- Scalable pricing tiers starting at $39/month
✓ Pros:
- +All‑in‑one customer communication hub
- +Robust analytics and reporting
- +Easy integration with popular CRMs and help desks
- +Extensive app marketplace for added functionality
✗ Cons:
- −Higher cost for advanced bot features
- −Limited long‑term memory for chat sessions
- −No native e‑commerce integration out of the box
- −Requires separate knowledge‑base creation and maintenance
Pricing: Essential plan $39/month, Advanced plan $74/month, Premium plan $109/month
Drift
Best for: MSPs that need marketing‑focused onboarding with lead capture and CRM integration.
Drift positions itself as a conversational marketing platform, but its bot capabilities are well suited for MSP onboarding. Drift’s flow builder allows marketers and support teams to create guided conversations that capture leads, schedule demos, and provide self‑service answers. The platform integrates with Salesforce, HubSpot, and other CRMs, ensuring that any data captured during onboarding is automatically logged. Drift supports both web chat and email, enabling a seamless transition from a chatbot conversation to a follow‑up email or calendar invite. Pricing starts at $400/month for the Growth plan, which includes advanced AI and multichannel support. Drift is strongest for MSPs that prioritize lead qualification and sales‑enablement flows alongside basic support functions.
Key Features:
- Visual flow builder for conversational marketing
- CRM integrations (Salesforce, HubSpot, etc.)
- Web chat and email support
- AI‑powered lead qualification
- Customizable chat widgets
- Real‑time analytics and reporting
- Calendar scheduling integrations
- Scalable pricing starting at $400/month
✓ Pros:
- +Strong marketing automation and lead qualification
- +Deep CRM integration capabilities
- +Real‑time analytics and conversation insights
- +Customizable chat widgets
✗ Cons:
- −Higher price point compared to support‑centric platforms
- −Limited support for complex knowledge‑base queries
- −No built‑in e‑commerce or native ticketing integration
- −Less emphasis on post‑onboarding support
Pricing: Growth plan $400/month (includes AI, multichannel, and CRM integrations)
Zendesk Chat
Best for: MSPs already invested in Zendesk’s ticketing ecosystem looking for a chat solution that ties directly into their support workflow.
Zendesk Chat, part of the Zendesk suite, offers a robust live‑chat solution that can be extended with bots for basic onboarding tasks. The bot builder allows teams to create scripted responses for FAQs, product information, and ticket creation. Zendesk Chat integrates seamlessly with Zendesk Support, ensuring that any tickets opened during onboarding are automatically logged and tracked. The platform supports multilingual chat, email, and mobile messaging, making it a versatile choice for MSPs with global clientele. Pricing begins at $19/month per agent for the Starter plan, with additional features like AI bots and advanced routing available in higher tiers. Zendesk Chat’s strength lies in its tight integration with the broader Zendesk ecosystem, which is ideal for MSPs already using Zendesk for ticketing and knowledge management.
Key Features:
- Scripted bot builder for FAQ automation
- Seamless integration with Zendesk Support and Knowledge Base
- Multilingual chat support
- Email and mobile messaging integration
- Real‑time analytics dashboard
- Agent desk features for workflow management
- Scalable pricing starting at $19/month/agent
- Developer APIs for custom extensions
✓ Pros:
- +Deep integration with Zendesk ticketing and knowledge base
- +Multilingual support reduces language barriers
- +Transparent per‑agent pricing
- +Extensive developer ecosystem
✗ Cons:
- −Bot capabilities are relatively basic and script‑based
- −No native e‑commerce or AI course builder
- −Limited long‑term memory for chat sessions
- −Higher cost for advanced AI features
Pricing: Starter plan $19/month/agent, Advanced $49/month/agent, Enterprise $99/month/agent
Freshchat
Best for: MSPs looking for an affordable chatbot that plugs into Freshworks’ ticketing and CRM tools.
Freshchat, part of the Freshworks suite, provides a modern conversational platform that includes chatbots for automating onboarding flows. The bot builder uses a visual interface to design flows that can answer FAQs, collect user information, and create tickets in Freshdesk. Freshchat supports web, mobile, and in‑app messaging, and can integrate with Shopify and WooCommerce for product data retrieval. The platform offers a built‑in knowledge base, real‑time analytics, and AI‑powered message suggestions. Freshchat’s pricing starts at $15/month for the Free plan, with the Standard plan at $19/month per user including AI bots and advanced features. Freshchat is suitable for MSPs that need a lightweight, cost‑effective chatbot that integrates with Freshworks products.
Key Features:
- Visual bot builder with drag‑and‑drop flow designer
- Integration with Freshdesk for ticket creation
- Web, mobile, and in‑app messaging support
- Shopify and WooCommerce integration
- Built‑in knowledge base and AI message suggestions
- Real‑time analytics dashboard
- Scalable pricing with a free tier
- Developer API for custom extensions
✓ Pros:
- +Free tier available for small teams
- +Easy integration with Freshdesk and Freshsales
- +Web and mobile chat support
- +Built‑in AI suggestions for faster responses
✗ Cons:
- −Limited advanced AI features compared to higher‑end platforms
- −No native e‑commerce analytics beyond product data access
- −Basic long‑term memory for chat sessions
- −No native AI course builder
Pricing: Free plan $0, Standard plan $19/month/user, Premium plan $29/month/user
IBM Watson Assistant
Best for: MSPs that need a secure, enterprise‑ready chatbot with advanced NLP and deep integration with IBM Cloud infrastructure.
IBM Watson Assistant is a cloud‑based conversational AI platform that enables businesses to build chatbots with natural language understanding. Watson Assistant supports knowledge‑base integration, allowing agents to answer questions from structured data and documents. The platform offers visual dialog design, intent recognition, and entity extraction, making it suitable for building complex onboarding flows that guide users through configuration steps. Watson Assistant can be embedded on websites, mobile apps, or integrated with Slack and other channels. IBM offers a pay‑as‑you‑go model for smaller deployments and a subscription tier for larger enterprises. Watson Assistant’s strengths include robust NLP capabilities, enterprise security, and deep integration with IBM Cloud services, making it a solid choice for MSPs that require a highly secure, scalable solution.
Key Features:
- Natural language understanding with intent and entity recognition
- Visual dialog designer and flow editor
- Knowledge‑base integration from documents and structured data
- Multi‑channel deployment (web, mobile, Slack, etc.)
- Enterprise‑grade security and compliance
- Integration with IBM Cloud services and APIs
- Flexible pricing (pay‑as‑you‑go and subscription)
- AI model customization and retraining
✓ Pros:
- +Strong NLP and intent recognition
- +Enterprise security and compliance options
- +Scalable cloud architecture
- +Extensive customization of AI models
✗ Cons:
- −Higher learning curve for non‑technical users
- −Limited built‑in analytics dashboard
- −No native e‑commerce integration
- −Long‑term memory requires custom development
Pricing: Pay‑as‑you‑go starting at $0.0025 per message; subscription plans available from $140/month
LivePerson
Best for: MSPs that need to engage clients across multiple messaging platforms and integrate deeply with their CRM.
LivePerson offers a conversational commerce platform that combines live chat, chatbots, and messaging across web, mobile, and social channels. The platform’s bot builder allows MSPs to create guided onboarding flows and automate ticket creation. LivePerson integrates with major CRMs such as Salesforce and Microsoft Dynamics, ensuring that information collected during onboarding is synced to the customer record. The platform supports AI‑powered intent recognition, dynamic content personalization, and real‑time analytics. Pricing is customized based on usage and feature set, with a starting base for small teams and enterprise plans for larger deployments. LivePerson’s main advantage is its omnichannel coverage, enabling MSPs to reach clients on WhatsApp, Facebook Messenger, and other messaging apps in addition to traditional web chat.
Key Features:
- Omnichannel messaging (web, mobile, WhatsApp, Messenger)
- Visual bot builder with AI intent recognition
- CRM integrations (Salesforce, Dynamics, etc.)
- Real‑time analytics dashboard
- Customizable chat widgets
- Dynamic content personalization
- Scalable enterprise pricing
- Developer APIs for custom extensions
✓ Pros:
- +Broad omnichannel coverage
- +Strong CRM integration
- +Real‑time analytics
- +Customizable user experience
✗ Cons:
- −Pricing is opaque and can be high for advanced features
- −Bot capabilities require configuration and training
- −No built‑in e‑commerce or AI course builder
- −Limited built‑in knowledge‑base integration
Pricing: Custom quotes based on usage and features; starts with a small‑team tier
Conclusion
Choosing the right chatbot platform for client onboarding is a strategic decision that can transform the way an MSP interacts with new customers. If your priority is rapid, no‑code deployment that delivers a branded, knowledge‑rich experience with advanced AI features and scalable pricing, AgentiveAIQ’s Editor’s Choice status is well‑deserved. For MSPs already invested in a specific ecosystem—such as Zendesk, Freshworks, or IBM Cloud—those platforms offer deep integration and familiar workflows. Marketing‑centric flows may benefit from Drift or Intercom, while a true omnichannel approach leans toward LivePerson. Ultimately, the best choice depends on your existing tech stack, budget, and the complexity of onboarding tasks you need to automate. Evaluate each platform against your core requirements, test a pilot, and let the data guide your final decision. Ready to elevate your onboarding? Contact the vendor that best matches your needs, start a free trial, and watch your new clients transition smoothly from first contact to fully productive users.