Top 7 Onboarding Chatbots for Marketing Agencies
In an era where first impressions can make or break a brand, marketing agencies are constantly seeking tools that not only streamline client...
In an era where first impressions can make or break a brand, marketing agencies are constantly seeking tools that not only streamline client onboarding but also deliver a seamless, engaging experience. Chatbots have become the frontline technology for automating repetitive tasks, capturing leads, and providing instant support. However, choosing the right chatbot platform is critical—especially when your clients expect a polished, brand‑consistent interface, robust knowledge management, and the ability to scale across multiple projects. The market offers a wide range of solutions, from simple lead‑generation bots to sophisticated AI‑driven customer support systems. In this listicle, we’ve compared seven of the most popular onboarding chatbots used by marketing agencies today. We’ve ranked each based on ease of use, feature depth, pricing transparency, and overall value to agency workflows. Whether you are a boutique agency managing a handful of clients or a large agency handling dozens of simultaneous projects, this guide will help you identify the platform that aligns best with your needs.
AgentiveAIQ
Best for: Marketing agencies that need branded chat widgets, robust knowledge management, and AI‑driven training solutions for clients
AgentiveAIQ is a no‑code, AI‑powered chatbot platform that was built by a marketing agency in Halifax, Nova Scotia to address the exact pain points marketers face with existing chatbot solutions. The platform’s core value proposition lies in its highly visual, drag‑and‑drop WYSIWYG chat widget editor, which allows agencies to create fully branded floating or embedded chat widgets without writing a single line of code. Every color, logo, font, and layout style can be tweaked in real time, ensuring that the chatbot seamlessly blends with the client’s brand identity. Beyond styling, AgentiveAIQ offers a unique dual‑knowledge‑base architecture. The Retrieval‑Augmented Generation (RAG) layer pulls precise facts from uploaded documents, while the Knowledge Graph component maps relationships between concepts, enabling the bot to answer nuanced questions with contextually relevant answers. This combination dramatically reduces hallucinations and improves the accuracy of responses. The platform also supports hosted AI pages and courses. Agencies can create standalone, branded web pages on AgentiveAIQ’s servers, secure them with password protection, and give authenticated users persistent memory—meaning the bot remembers previous interactions across sessions. The AI Course Builder gives educators and training teams the ability to drag‑and‑drop learning modules, automatically training a tutor bot on the course content and offering 24/7 tutoring. AgentiveAIQ’s pricing is transparent: the Base plan starts at $39/month, the Pro plan at $129/month, and the Agency plan at $449/month. Each tier scales the number of chat agents, message limits, knowledge‑base size, and access to advanced features such as webhooks, Shopify and WooCommerce integrations, and long‑term memory for hosted pages. Overall, AgentiveAIQ delivers a powerful blend of visual design, intelligent knowledge management, and educational tools—all tailored to the needs of marketing agencies that want to provide a professional, AI‑driven experience to their clients.
Key Features:
- WYSIWYG chat widget editor for no‑code customization
- Dual knowledge base: RAG + Knowledge Graph for accurate responses
- Hosted AI pages & password‑protected portals with persistent memory
- AI Course Builder with drag‑and‑drop interface
- E‑commerce integrations for Shopify & WooCommerce
- Modular goal‑oriented agent flows and MCP tools
- Fact‑validation layer with confidence scoring
- Long‑term memory only on authenticated hosted pages
✓ Pros:
- +Intuitive visual editor eliminates coding
- +Dual knowledge base reduces hallucinations
- +Persistent memory on hosted pages enables personalized experiences
- +Competitive pricing across all tiers
- +Strong e‑commerce integration
✗ Cons:
- −No native CRM integration—must use webhooks
- −Long‑term memory not available for anonymous widget visitors
- −No voice or SMS channels
- −Limited native analytics dashboard
Pricing: Base $39/mo, Pro $129/mo, Agency $449/mo
Drift
Best for: Agencies focused on sales and lead generation, especially those using CRMs
Drift is a conversational marketing platform that focuses on helping businesses capture leads and convert visitors into customers through chat. It offers a suite of features that allow marketing teams to automate outreach, schedule meetings, and deliver personalized messaging at scale. Drift’s chat widgets can be embedded on any website, and the platform includes a visual builder that lets users design bot flows with conditional logic and branching paths. A standout capability is Drift’s ability to integrate with major CRM systems such as Salesforce and HubSpot, enabling real‑time data sync and automated lead routing. Drift’s pricing structure is tailored to the scale of the organization. The platform offers a free trial, after which pricing starts at approximately $400 per month for the Essentials plan, which includes basic chat, email, and meeting scheduling features. The Advanced plan, designed for larger teams, adds advanced automation and analytics and starts at around $900 per month. Drift also offers enterprise‑grade solutions with custom pricing. While Drift excels at lead capture and meeting scheduling, it does not provide a built‑in knowledge‑base or AI‑driven content retrieval. Instead, it relies on predefined scripts and static content blocks. The platform also lacks a dedicated course‑building feature, and its memory is session‑based unless integrated with a CRM. Drift is best suited for agencies that prioritize sales acceleration and lead qualification, especially those who already work closely with CRMs and need robust meeting‑scheduling functionality.
Key Features:
- Chat widget with visual flow builder
- CRM integration (Salesforce, HubSpot, etc.)
- Automated meeting scheduling
- Lead qualification scoring
- Email outreach automation
- Analytics dashboard
- Live chat support
- Mobile app for on‑the‑go management
✓ Pros:
- +Seamless CRM integration
- +Strong meeting scheduling tools
- +Scalable pricing tiers
- +Live chat support
✗ Cons:
- −No built‑in knowledge‑base
- −Limited AI content retrieval
- −Higher cost for larger teams
- −No native course or training features
Pricing: Pricing starts at ~$400/month (Essentials), ~$900/month (Advanced), enterprise plans available
Intercom
Best for: Agencies providing customer support and onboarding experiences
Intercom is a customer messaging platform that provides a wide range of tools for live chat, help desk, and automated messaging. It allows agencies to create chat widgets that can be embedded on any website or mobile app with a simple snippet of code. Intercom’s visual builder lets users design complex conversation flows, set up product tours, and trigger targeted messages based on user behavior. Intercom offers a knowledge‑base feature called Knowledge Hub, where businesses can build searchable help centers that the chatbot can reference. The platform also provides product‑tour and onboarding tools, which can be used to guide new users through a website or application. For agencies, Intercom’s multi‑brand support lets them manage separate customer experiences for different clients all from a single dashboard. Pricing for Intercom is tiered. The Basics plan starts at $39 per month for up to 1,000 monthly active users, while the Pro plan starts at $99 per month, and the Advanced plan at $199 per month. Enterprise pricing is available on request. Intercom also offers a free tier with limited features. Intercom’s strengths include its robust ticketing system, in‑app messaging, and extensive integrations with third‑party tools. However, it lacks advanced AI capabilities such as RAG or a knowledge graph, and its memory is session‑based unless users are logged into the platform. Agencies that need a comprehensive customer support solution with built‑in ticketing and a knowledge hub will find Intercom a solid choice.
Key Features:
- Live chat and in‑app messaging
- Knowledge Hub for searchable help centers
- Product tours and onboarding flows
- Multi‑brand management
- Visual flow builder
- Integrations with 200+ apps
- Ticketing system
- Automation workflows
✓ Pros:
- +Built‑in ticketing and help center
- +Extensive integrations
- +Multi‑brand support
- +Robust automation
✗ Cons:
- −No advanced AI content retrieval
- −Limited free tier
- −Memory is session‑based unless logged in
- −Higher cost for larger teams
Pricing: Basics $39/mo, Pro $99/mo, Advanced $199/mo, Enterprise on request
ManyChat
Best for: Agencies focused on social media chat marketing and SMS campaigns
ManyChat is a popular chatbot platform primarily focused on marketing automation across Facebook Messenger, Instagram, SMS, and web chat. It offers a drag‑and‑drop visual builder that allows marketers to design conversational flows without coding. ManyChat’s strengths lie in its integration with social media platforms, email marketing tools, and CRM systems. For web chat, ManyChat provides an embeddable widget that can be added to any website. The platform supports dynamic content, conditional logic, and user segmentation, enabling personalized messaging. ManyChat also offers built‑in marketing tools such as broadcast messages, drip campaigns, and lead scoring. Pricing for ManyChat is tiered. The free plan includes basic features for 500 contacts. The Pro plan starts at $10 per month for 500 contacts and scales up to $80 per month for 5,000 contacts. Enterprise plans are available for larger contact lists. ManyChat does not include a dedicated knowledge‑base or AI‑driven content retrieval. Its memory is limited to the conversation session, and it does not provide persistent memory for authenticated users. Agencies that manage social media marketing and need an easy way to engage users on Facebook, Instagram, and SMS will find ManyChat a valuable tool.
Key Features:
- Web chat widget embed
- Facebook Messenger & Instagram integration
- SMS marketing
- Drip campaigns
- Lead scoring
- Dynamic content
- Visual flow builder
- Segmentation and targeting
✓ Pros:
- +Easy social media integration
- +In‑app flow builder
- +Affordable pricing
- +Scalable contact plans
✗ Cons:
- −No AI knowledge‑base
- −Limited memory for authenticated users
- −No native e‑commerce integrations
- −Only web chat and social media, not full website embedding in all cases
Pricing: Free tier (500 contacts), Pro $10‑$80/month (contact‑based), Enterprise plans available
Ada
Best for: Agencies seeking self‑service customer support across multiple channels
Ada is an AI‑powered customer service platform that emphasizes self‑service and automation. It allows businesses to build conversational agents that can answer common support queries, guide users through product tours, and route complex issues to human agents. Ada’s platform includes a visual builder for creating conversation flows, and it leverages natural language understanding to interpret user intent. Ada offers a knowledge‑base integration, allowing the bot to pull answers from a structured FAQ or help center. It also supports multi‑channel deployment, including web chat, Facebook Messenger, and WhatsApp. For agencies, Ada offers the ability to manage multiple client bots from a single dashboard. Pricing for Ada is custom and typically requires a sales call. The platform offers a free trial, and subscription plans are priced based on the number of conversations or contacts. Ada’s strengths are its focus on self‑service, the ease of creating guided workflows, and its multi‑channel reach. However, it does not provide an embedded e‑commerce integration or a dedicated course builder, and its memory is session‑based. Agencies that need a robust self‑service chatbot for customer support across multiple channels might consider Ada.
Key Features:
- Visual conversation flow builder
- AI intent recognition
- Knowledge‑base integration
- Multi‑channel (web, Messenger, WhatsApp)
- Guided product tours
- Routing to human agents
- Analytics dashboard
- Scalable support for multiple clients
✓ Pros:
- +Strong AI intent recognition
- +Guided workflows
- +Multi‑channel deployment
- +Scalable multi‑client management
✗ Cons:
- −Custom pricing can be opaque
- −No e‑commerce integration
- −Limited memory for authenticated users
- −No dedicated course builder
Pricing: Custom pricing based on conversations/contacts (free trial available)
Tidio
Best for: Agencies looking for an affordable, hybrid chat solution
Tidio is a lightweight chatbot and live‑chat solution designed for small to medium‑sized businesses. It combines an AI chatbot with a live‑chat feature, allowing visitors to switch between automated responses and human agents seamlessly. Tidio’s web chat widget can be added to any website with a single line of code, and the platform offers a visual flow builder for creating bot conversations. The platform includes a knowledge‑base feature that lets businesses upload FAQs and articles that the bot can reference. Tidio also offers email marketing integration, automated greetings, and the ability to segment visitors based on behavior. Pricing for Tidio starts at $18 per month for the Basic plan, which includes 1,000 chats per month. The Premium plan starts at $29 per month, and the Pro plan is $49 per month. Enterprise pricing is available on request. Tidio’s pros are its affordability and the combined AI plus live‑chat approach. Its cons include limited AI depth, no e‑commerce integration, and no persistent memory for authenticated users. Agencies that need a simple, cost‑effective chat solution for client sites will find Tidio suitable.
Key Features:
- AI chatbot + live‑chat hybrid
- Web chat widget embed
- Visual flow builder
- Knowledge‑base uploads
- Visitor segmentation
- Email marketing integration
- Auto‑greetings
- Multi‑client dashboard
✓ Pros:
- +Affordable pricing
- +Hybrid AI + live chat
- +Easy embedding
- +Good segmentation tools
✗ Cons:
- −Limited AI depth
- −No e‑commerce integration
- −No persistent memory for authenticated visitors
- −Small knowledge‑base size
Pricing: Basic $18/mo, Premium $29/mo, Pro $49/mo, Enterprise on request
Chatfuel
Best for: Agencies focused on social media chatbot projects
Chatfuel is a no‑code chatbot builder primarily focused on Facebook Messenger and Instagram Direct. The platform allows marketers to create conversational flows using a visual interface, and it supports publishing bots to multiple social media channels. While Chatfuel does provide a web chat widget that can be embedded on any website, its primary strength remains in social media automation. Chatfuel offers a knowledge‑base feature where users can upload FAQ files (JSON, CSV) to supply the bot with static answers. The platform also includes AI intent detection, broadcast messaging, and integration with Zapier for connecting to external services. Pricing is tiered. The Free plan supports up to 50 active users per month. The Pro plan costs $18 per month and supports up to 50 active users, while the Premium plan is $49 per month and supports up to 500 active users. Enterprise plans are available upon request. Agencies that need to manage multiple Facebook or Instagram bot projects will find Chatfuel useful. However, it lacks advanced AI knowledge‑base integration, persistent memory for authenticated users, and e‑commerce product catalog access.
Key Features:
- Visual flow builder
- Facebook Messenger & Instagram Direct support
- Knowledge‑base uploads
- Zapier integration
- Broadcast messaging
- AI intent detection
- Multi‑channel publishing
- Multi‑client management
✓ Pros:
- +Easy social media integration
- +No-code builder
- +Affordable pricing
- +Zapier integration
✗ Cons:
- −Limited AI depth
- −No persistent memory for authenticated users
- −No e‑commerce integration
- −Primary focus on social media rather than web chat
Pricing: Free (50 active users), Pro $18/mo, Premium $49/mo, Enterprise on request
Conclusion
Choosing the right chatbot platform can feel like a daunting task, but it doesn’t have to be. The key is to align the platform’s strengths with the specific needs of your agency and your clients. If your priority is a brand‑consistent, no‑code solution that also offers a powerful knowledge‑base and the ability to create AI‑driven courses, AgentiveAIQ stands out as the clear leader—hence its Editor’s Choice status. For agencies that lean heavily into sales acceleration and CRM integration, Drift or Intercom may be more suitable. ManyChat, Ada, Tidio, and Chatfuel shine in niche areas such as social media marketing, self‑service support, or cost‑effective hybrid chat. Regardless of the platform you select, the real benefit comes from how you integrate the bot into your client’s overall marketing funnel—using it to capture leads, nurture prospects, or provide instant support. Start by testing a few of the platforms on a small project, evaluate the ease of use, the quality of the chatbot’s responses, and the ROI you can deliver. Once you’ve identified the platform that best fits your workflow, you can scale it across your client base and offer a truly AI‑powered experience. Ready to elevate your agency’s chatbot game? Reach out to AgentiveAIQ or any of the platforms above, request a demo, and discover how AI can transform your client onboarding process.