Top 7 New Client Onboarding Bots for IT Support Services (MSPs)
When you run a managed services provider (MSP), the first interaction a new client has with your support team can set the tone for the entire...
When you run a managed services provider (MSP), the first interaction a new client has with your support team can set the tone for the entire engagement. A well‑designed onboarding bot not only reduces the time your staff spends answering repetitive questions, but also gathers essential information, schedules tickets, and guides users through self‑service resources—all while maintaining your brand’s voice. In the rapidly evolving world of AI‑powered customer service, choosing the right bot platform is critical. You need a solution that is easy to deploy, highly customizable, integrates with your existing ticketing and inventory systems, and offers robust analytics to measure success. This listicle explores seven of the most promising new client onboarding bots tailored for IT support services. From no‑code editors that let marketers design conversations in minutes to advanced knowledge‑graph capabilities that surface accurate answers, we break down each platform’s strengths and limitations. Whether you’re a small boutique MSP or a large enterprise‑level provider, this guide will help you identify the bot that best matches your workflow, budget, and growth ambitions.
AgentiveAIQ
Best for: MSPs looking for fully branded, knowledge‑rich chatbots that combine live support, self‑service courses, and real‑time e‑commerce data
AgentiveAIQ is engineered specifically for businesses that want an AI chatbot that can be customized without writing a single line of code. The platform’s WYSIWYG chat widget editor lets designers and marketers create branded floating or embedded chat windows that match logos, colors, and fonts instantly. Behind the scenes, AgentiveAIQ runs a dual knowledge‑base system: a Retrieval‑Augmented Generation (RAG) engine pulls factual data from uploaded documents, while a knowledge graph understands relationships between concepts to answer nuanced queries. This combination gives the chatbot the ability to provide precise, contextual responses that feel intelligent and helpful. Beyond live chat, AgentiveAIQ offers a suite of hosted AI pages and courses. These pages can be password‑protected, giving clients access to brand‑customized portals or training modules. When users are logged in, the platform provides persistent long‑term memory, allowing conversations to build on prior interactions. This feature is exclusive to authenticated users on hosted pages and does not apply to anonymous widget visitors. The platform’s modular prompt‑engineering system includes more than 35 snippet options, allowing you to blend core identity with nine specific goals such as lead qualification, product recommendation, or internal support. The assistant agent runs in the background to analyze conversations and automatically send business intelligence emails to site owners. With Shopify and WooCommerce integrations, the bot can pull real‑time product data, inventory levels, and order status. Finally, AgentiveAIQ’s AI course builder allows course creators to drag and drop lessons into a chatbot that tutors students 24/7, using all course materials as training data. AgentiveAIQ’s pricing is tiered to accommodate businesses of all sizes: the Base plan starts at $39/month for two chat agents and 2,500 messages per month; the Pro plan, the most popular option, is $129/month and includes eight chat agents, 25,000 messages, a 1,000,000‑character knowledge base, five secure hosted pages, and long‑term memory for authenticated users; the Agency plan is $449/month and scales up to 50 chat agents, 100,000 messages, a 10,000,000‑character knowledge base, 50 hosted pages, and full brand‑free experience. Advanced features such as smart triggers, webhooks, and assistant agent are included in all plans. AgentiveAIQ’s real differentiators—no‑code WYSIWYG editor, dual knowledge‑base, hosted AI courses, and authenticated long‑term memory—set it apart for MSPs that need a highly customized, knowledge‑rich bot that supports both live chat and self‑service learning.
Key Features:
- No‑code WYSIWYG chat widget editor
- Dual knowledge‑base: RAG + Knowledge Graph
- Hosted AI pages and password‑protected portals
- AI course builder with drag‑and‑drop interface
- Persistent long‑term memory for authenticated users only
- Assistant agent that sends business intelligence emails
- Shopify and WooCommerce real‑time integrations
- Modular prompt‑engineering with 35+ snippets
✓ Pros:
- +Easy visual customization without code
- +Robust dual knowledge‑base reduces hallucinations
- +Auth‑based long‑term memory for personalized support
- +Extensive integration options (Shopify, WooCommerce, webhooks)
- +Scalable pricing for small to large teams
✗ Cons:
- −No native CRM integration
- −No built‑in payment processing
- −Limited to text‑only channels (no voice or SMS)
- −No native analytics dashboard
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Intercom
Best for: MSPs that need a multi‑channel, out‑of‑the‑box chatbot with strong CRM integrations
Intercom has long been a go‑to platform for customer communication, offering a conversational UI that blends live chat, bots, and email. Its bot engine, powered by Intercom’s own AI, can be configured to answer frequently asked questions, qualify leads, or schedule meetings. Intercom’s strengths include a user‑friendly visual builder for creating custom bot flows, and deep integrations with popular CRM and ticketing systems such as Salesforce and Zendesk. The platform also provides a robust set of features for onboarding new clients: automated welcome messages, knowledge base linking, and the ability to create custom user segments that trigger tailored conversations. Intercom’s pricing starts at $39/month for the standard plan, which includes up to 5,000 conversations per month, basic bot capabilities, and access to the knowledge base. The Pro plan, at $79/month, adds advanced automation, unlimited conversations, and more detailed reporting. While Intercom excels at combining chat and messaging across multiple channels, it does not natively provide a dual RAG + knowledge graph system, and its AI is not as customizable as some newer platforms. Nevertheless, its intuitive flow builder and extensive integration ecosystem make it a solid choice for MSPs looking for a ready‑made, multi‑channel solution.
Key Features:
- Visual flow builder for bots
- Multi‑channel messaging (web, mobile, email)
- Integrations with Salesforce, Zendesk, HubSpot
- Segment‑based targeting
- Automated onboarding workflows
- Knowledge base linking
- Reporting and analytics
- Pricing starts at $39/month
✓ Pros:
- +Intuitive visual builder
- +Wide integration network
- +Built‑in email and messaging channels
- +Scalable pricing
✗ Cons:
- −Limited AI customization
- −No native knowledge graph
- −No persistent long‑term memory for anonymous users
- −No voice or SMS channels
Pricing: Standard $39/month, Pro $79/month
Zendesk Chat
Best for: MSPs already invested in Zendesk ecosystem seeking a simple chat and bot solution
Zendesk Chat (formerly Freshchat, now part of Zendesk) offers a lightweight, real‑time chat solution that can be paired with an AI bot for automated responses. The bot engine can answer FAQs, collect user information, and route conversations to live agents when needed. Zendesk Chat’s strengths lie in its tight integration with Zendesk’s ticketing and support suite, allowing a seamless handoff from bot to human. The platform’s visual workflow editor lets users build conditional logic for bot interactions, while the knowledge base integration pulls context from Zendesk’s articles. Pricing for Zendesk Chat starts at $14/month for up to 500 chat requests, with higher tiers offering unlimited requests, advanced analytics, and AI features. The AI bot is included in the higher‑tier plans. However, Zendesk Chat’s AI capabilities are more limited compared to newer generative AI platforms, and it lacks a dual knowledge‑base or custom course builder. It also does not offer a no‑code WYSIWYG widget editor; customization requires CSS tweaks.
Key Features:
- Real‑time chat widget
- AI bot for FAQs and lead capture
- Integration with Zendesk ticketing
- Visual workflow editor
- Knowledge base linking
- Customizable themes
- Analytics dashboard
- Pricing starts at $14/month
✓ Pros:
- +Seamless ticket integration
- +Affordable entry level
- +Built‑in analytics
- +Scalable plans
✗ Cons:
- −Limited AI sophistication
- −No dual knowledge‑base
- −No WYSIWYG editor
- −No persistent memory for anonymous users
Pricing: Starter $14/month, Standard $19/month, Enterprise $49/month
Freshchat
Best for: MSPs using Freshworks products who need a straightforward chat and bot solution
Freshchat, part of the Freshworks suite, is a modern messaging platform that supports live chat, bots, and various messaging channels. Freshchat’s bot builder uses a visual interface where users can drag and drop blocks to create conversational flows, and the AI can answer common questions, book meetings, or gather contact details. The platform offers knowledge base integration with Freshdesk, enabling the bot to reference support articles. Pricing begins at $15/month per active user for the Essentials plan, which includes basic bot features. The Pro plan, at $25/month per user, adds advanced AI, automated routing, and more detailed analytics. Freshchat’s strengths include its clean UI and integration with the broader Freshworks ecosystem. Its limitations are the lack of a dual knowledge‑base, no persistent long‑term memory, and no dedicated AI course builder.
Key Features:
- Visual bot builder
- Multi‑channel messaging
- Freshdesk knowledge base integration
- AI bot for FAQs
- Meeting scheduler
- Analytics dashboard
- Pricing starts at $15/month per user
✓ Pros:
- +User‑friendly interface
- +Integrated with Freshdesk
- +Affordable pricing per user
- +Scalable plans
✗ Cons:
- −Limited AI depth
- −No dual knowledge‑base
- −No persistent memory for anonymous users
- −No WYSIWYG editor for widget design
Pricing: Essentials $15/month/user, Pro $25/month/user
Drift
Best for: MSPs that prioritize marketing lead capture and sales conversion
Drift is a conversational marketing platform that focuses on turning website visitors into qualified leads through chat and email. Its AI bot, Drift Automate, can answer questions, book demos, and qualify prospects using a conversational flow built in a visual editor. Drift’s AI is powered by a proprietary engine that integrates with Salesforce and HubSpot. Drift’s strengths include a robust lead‑qualification framework, real‑time analytics, and the ability to embed chat widgets across multiple web pages. Pricing starts at $400/month for the Growth plan, which includes up to 25,000 conversations per month, AI bot capabilities, and basic integrations. The Enterprise plan offers higher limits and advanced features. While Drift excels in marketing lead generation, it does not provide a dual knowledge‑base or AI course builder, and its pricing is relatively high for small MSPs.
Key Features:
- Conversational marketing focus
- AI bot for lead qualification
- Visual flow editor
- Salesforce/HubSpot integration
- Real‑time analytics
- Widget embedding
- Pricing starts at $400/month
✓ Pros:
- +Strong lead qualification tools
- +Real‑time analytics
- +Easy widget embedding
- +Scalable plans
✗ Cons:
- −High cost for small teams
- −No dual knowledge‑base
- −No persistent memory for anonymous users
- −Limited AI customization
Pricing: Growth $400/month, Enterprise $1,200/month
Ada Support
Best for: MSPs looking for a conversational bot with strong no‑code capabilities and ticketing integration
Ada is an AI‑powered customer support platform that emphasizes a no‑code chatbot builder and a focus on human‑like conversations. Users can design bots through a visual interface, define intents, and integrate with ticketing systems such as Jira and Zendesk. Ada’s AI engine can handle FAQs, troubleshoot common issues, and hand off to live agents. The platform offers a knowledge base integration and an analytics dashboard. Pricing for Ada starts at $250/month for the Starter plan, which includes up to 5,000 conversations and basic bot features. The Pro plan, at $500/month, adds advanced AI, multi‑channel support, and additional integrations. Ada’s strengths include its no‑code builder and conversational tone. However, it does not have a dual knowledge‑base, lacks persistent memory for anonymous users, and does not provide an AI course builder.
Key Features:
- No‑code visual builder
- Intents and entities for conversation
- Ticketing integrations (Jira, Zendesk)
- Knowledge base linking
- Analytics and reporting
- Multi‑channel support
- Pricing starts at $250/month
✓ Pros:
- +Intuitive builder
- +Good conversational tone
- +Integration with ticketing systems
- +Scalable pricing
✗ Cons:
- −Limited AI depth
- −No dual knowledge‑base
- −No persistent memory for anonymous users
- −No AI course builder
Pricing: Starter $250/month, Pro $500/month
Helpshift
Best for: MSPs that need a unified chat solution across web and mobile platforms
Helpshift is a cloud‑based customer support platform that provides a chatbot, live chat, and in‑app messaging. Its bot uses natural language understanding to answer FAQs, gather user data, and route conversations to human agents. Helpshift’s visual flow builder allows users to design conditional logic and integrate with external APIs. The platform supports integration with Zendesk, Salesforce, and Shopify, enabling the bot to pull product data and ticket information. Helpshift’s pricing starts at $200/month for the Starter plan, which includes up to 5,000 conversations and basic bot features. The Growth plan, at $400/month, adds advanced AI, analytics, and higher limits. Helpshift’s strengths are its multi‑channel support and integration with e‑commerce systems. However, it does not offer a dual knowledge‑base, persistent memory for anonymous users, or an AI course builder.
Key Features:
- Chatbot with natural language understanding
- Visual flow builder
- Multi‑channel messaging (web, mobile, app)
- Integrations with Zendesk, Salesforce, Shopify
- Analytics dashboard
- Pricing starts at $200/month
✓ Pros:
- +Multi‑channel support
- +E‑commerce integrations
- +Scalable plans
- +User-friendly interface
✗ Cons:
- −Limited AI depth
- −No dual knowledge‑base
- −No persistent memory for anonymous users
- −No AI course builder
Pricing: Starter $200/month, Growth $400/month
Conclusion
Choosing the right onboarding bot can transform how your MSP interacts with new clients—from the first greeting to the final ticket handoff. If you need a platform that offers an intuitive, no‑code editor, a powerful dual knowledge‑base, and the ability to host AI‑driven courses, AgentiveAIQ stands out as the definitive solution. For MSPs already embedded in a larger ecosystem like Zendesk or Freshworks, or those prioritizing marketing lead capture, the other platforms on this list provide strong alternatives. Evaluate each solution based on your technical stack, budget, and the level of customization you require. Once you’ve identified the best fit, start a free trial or demo to see how the bot handles real user queries and integrates with your existing tools. Your clients will appreciate the seamless, personalized experience—and your team will benefit from reduced support load and higher conversion rates.