Brevo Customer Onboarding Agent
Don’t let new customers slip away. This agent creates onboarding lists, builds welcome email/SMS templates, launches campaigns, and tracks responses to ensure every new customer gets the information and support they need to succeed.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
You’re Losing New Customers After Signup
Customers sign up but never engage with your product or service because they don’t receive timely, helpful onboarding communications. The agent ensures every new customer is welcomed and guided immediately.
Manual Onboarding Emails Are Inconsistent or Forgotten
Your team sometimes forgets to send welcome emails or sends outdated information. The agent automatically creates and updates onboarding templates, so every customer gets the right message every time.
You Need to Launch SMS Onboarding Campaigns Quickly
You want to boost engagement with SMS, but building and sending campaigns manually is slow. The agent creates and launches SMS onboarding campaigns to your new customer lists in minutes.
Tracking Onboarding Engagement Is a Mess
You don’t know which customers opened your onboarding emails or responded to SMS messages. The agent tracks campaign performance so you can follow up with customers who need more support.
Onboarding Segments Are Outdated
Your onboarding lists don’t reflect your latest customer segments, making personalization impossible. The agent keeps your segments organized and up to date automatically.
How to hire your agent
Connect
Securely connect your Brevo account to UpAgents.
Tell the agent what to do
Specify your onboarding preferences—who should be onboarded, what messaging to use, and which channels (email/SMS) to activate.
Agent goes to work
The agent creates onboarding lists, builds and updates welcome email templates, launches SMS campaigns, and tracks engagement automatically—keeping you updated and requesting approval as needed.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Creates Onboarding Contact Lists Instantly
Automatically organizes new customers into dedicated onboarding lists so every new client receives the right communications from day one.
Builds Custom Welcome Email Templates
Designs and updates branded welcome email templates tailored to your onboarding process, ensuring consistent messaging for every new customer.
Launches Automated SMS Campaigns
Initiates SMS campaigns to welcome new customers or share key onboarding steps, increasing engagement and reducing drop-off.
Tracks Email and SMS Campaign Performance
Monitors the status and results of every onboarding message, so you know exactly who’s engaging and where follow-up is needed.
Segments Customers for Personalized Onboarding
Creates and manages segmented lists based on customer attributes, ensuring each group receives relevant onboarding content.
Keeps Your Onboarding Assets Up to Date
Regularly reviews and updates your onboarding email templates, so your messaging stays fresh and effective.
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