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Fiverr Pro
English
$
USD
I will build an ai client onboarding chatbot with human escalation
Alex F.
About this gig
AI Client Onboarding Assistant is built around a structured onboarding workflow rather than a standalone chat experience. It gives clients a first point of contact for common onboarding questions, providing consistent answers while keeping the conversation connected to the wider onboarding process.
When a request falls outside the defined guidance or requires a human decision, the workflow routes it to the team instead of letting the AI improvise. Conversations, escalations, follow-ups, and open issues remain visible internally.
Based on your onboarding process and approved knowledge sources, I configure the assistant, guided questions, standard responses, human escalation, conversation logging, internal alerts, follow-up tracking, and daily visibility into open issues. The workflow is tested across key scenarios before handoff.
The result is a controlled AI-assisted onboarding system that handles routine questions consistently while keeping exceptions and unresolved requests visible to the team.
Get to know Alex F.
Alex F.
Business Automation Specialist, Custom Workflows
- FromThailand
- Member sinceFeb 2021
- Avg. response time1 hour
- Last delivery5 months
Languages
English
I help service-based businesses turn manual, fragmented, or unreliable processes into clear automated workflows.
You don’t need to know which tools or automation setup you need. Tell me how the process works today, where it slows down, and what you want to improve. I’ll map the process, design the workflow, build it around your existing systems, test the key paths and edge cases, and document how it works.
Depending on the project, I can work with CRM, forms, email, billing, support, project tools, APIs, webhooks, automation platforms, and AI.
My Portfolio
FAQ
What is included in this project?
The project includes AI-assisted onboarding workflow built around your approved knowledge sources, with guided questions, standard responses, human escalation, conversation logging, internal alerts, follow-up tracking, testing, documented handoff.
Can you work with my existing tools?
In most cases, yes. I’ll first review the systems already used in your onboarding process and keep them where they are a good fit. If a different tool or integration is needed, I’ll explain the reason before making a recommendation.
What do you need from me to get started?
I’ll need your current onboarding process, approved FAQ or policy content, the main questions clients usually ask, and the systems involved. If you already have escalation rules, alert recipients, or follow-up statuses, please share those as well.
What happens when the AI cannot answer a request safely?
Requests outside the approved guidance, or those requiring a human decision, are routed into a defined escalation path instead of letting the AI improvise. The request can be logged, assigned, tracked, and kept visible until follow-up is complete.
Can the workflow be adjusted or supported after launch?
Yes. One revision within the agreed scope is included. After launch, the workflow can be refined or supported separately. Ongoing software, hosting, AI, or API costs are paid directly to the relevant providers and are not included in the project fee.
