Marketing

Customer Onboarding Automation for Marketing

Give every new client a consistent, timely welcome experience—your AI agent builds contact lists, delivers branded emails and SMS, and tracks engagement, so no one slips through the cracks.

You’re manually updating onboarding lists in Excel, copying email templates in Brevo, and chasing responses from new signups. As a marketing manager, you lose hours each week to repetitive admin—and still miss follow-ups. Every forgotten message means wasted ad spend and lower lifetime value.

An AI agent that automates onboarding emails, SMS, and customer segmentation for marketers using Brevo.

Hire This Agent→

What this replaces

✕Export new signups from Brevo to Excel for onboarding lists
✕Manually draft and send welcome emails for each customer
✕Create SMS campaigns in Brevo for every new segment
✕Track email and SMS engagement using spreadsheets
✕Update customer segments by hand before onboarding

The hidden cost

What this is really costing you

In marketing teams, customer onboarding often means exporting contacts from Brevo, updating spreadsheets, and sending welcome emails one by one. Marketing managers and coordinators spend hours tracking who received which message and which segments need follow-up. These manual tasks lead to inconsistent communication and lost opportunities to activate new customers. The result: frustrated clients and higher churn.

Time wasted

6-7 hours/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$15,000/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Missed onboarding steps cause new customers to disengage, leading to higher churn rates and wasted marketing budget. Over time, the business loses revenue and reputation as clients feel neglected.

Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.

Return on investment

The math speaks for itself

Today — without agent

7 hrs/week

of manual work

$15,000/year/ year

With your AI agent

1 hr/week

agent-handled

$2,150/year/ year

You save

$12,850/year

every year, reinvested into growing your business

Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.

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

1

Connect

Securely connect your Brevo account to UpAgents.

2

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.

3

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

Manually create new onboarding lists for each batch of customers—risking missed segments and outdated lists.
Agent instantly builds and updates onboarding lists for every new customer.
1-2 hrs/week
Draft, update, and send welcome emails and SMS manually, often missing timely follow-ups.
Agent builds, updates, and launches onboarding campaigns automatically as soon as a new customer joins.
3-5 hrs/week
Manually check campaign stats to see who engaged, then follow up individually.
Agent tracks engagement across all onboarding campaigns and flags customers needing attention.
1 hr/week
Segment customers by hand for personalized onboarding—often using outdated data.
Agent keeps onboarding segments organized and up to date with every new signup.
30 min/week
Risk sending duplicate onboarding messages to the same customer.
Agent checks for existing onboarding status and avoids duplicate communications.
Reduces errors and rework

Agent skill set

What this agent knows how to do

Instantly Builds Onboarding Lists from Brevo

Pulls new customer data from Brevo and organizes contacts into onboarding segments, ready for targeted messaging.

Drafts Personalized Welcome Emails

Creates and updates branded email templates based on your onboarding flow, ensuring every client receives the right message.

Launches SMS Campaigns for New Clients

Schedules and sends SMS onboarding sequences to new customers, increasing engagement without manual setup.

Monitors Engagement and Flags Inactive Customers

Tracks open rates and responses for each onboarding message, highlighting which clients need a follow-up.

Keeps Segments Updated for Accurate Targeting

Automatically reviews and updates onboarding segments in Brevo, so communications stay relevant as your audience changes.

Prevents Duplicate Onboarding Messages

Checks existing onboarding status in Brevo to avoid sending repeat emails or SMS to the same contact.

Brevo Agent FAQ

You link your Brevo account directly to the agent via secure API. Once connected, the agent can access new signup data, manage contact lists, and send onboarding communications automatically.

Absolutely. The agent generates all onboarding messages for your review. You can edit, approve, or request changes before anything is sent to your customers.

The agent monitors open rates and responses for each email and SMS, then flags customers who haven’t interacted. You’ll get a weekly report showing who needs a follow-up.

All data is encrypted in transit using TLS 1.3. The agent only accesses the minimum required information from your Brevo account and never stores customer data after processing.

Yes. The agent automatically updates and manages onboarding segments in Brevo, ensuring each group receives relevant information based on their attributes.

You’ll review and approve onboarding templates, set preferences for segments, and occasionally check flagged customers for personal follow-up. The agent handles the rest.

Yes, this agent is specifically designed to automate onboarding workflows for marketing teams using Brevo, reducing manual work and ensuring every new client receives timely communication.

More agents you can hire

Marketing

AI Campaign Segmentation Agent for Marketers

Let your AI agent handle audience segmentation, template updates, and campaign launches—so every message feels personal and delivers results.

Marketing

Brevo Upsell Campaign AI Agent

Let your AI agent handle repetitive upsell and cross-sell campaigns—no more hours spent in spreadsheets or email drafts. Focus on strategy while your agent manages segmentation, messaging, and deliver

Marketing

Customer Win-Back AI Agent

Let your AI agent handle the tedious work of finding and reactivating silent customers. Recover lost revenue with personalized campaigns—no more manual tracking or follow-ups.

Marketing

Email Campaign Optimization AI Agent

Let an AI agent handle the heavy lifting: analyzing results, segmenting audiences, and updating campaigns in Brevo for better open rates and sales.

Marketing

Event Attendance Automation Agent

Let an AI agent handle attendee targeting, invitations, and reminders—so you never worry about empty seats or last-minute no-shows again.

Marketing

Lead Nurturing Automation Agent

Let an AI agent handle segmentation, campaign creation, and follow-ups so you can focus on strategy. No more manual sorting or chasing cold leads.

Marketing

Multi-Channel Campaign Automation Agent

Let your AI agent handle campaign launches, list segmentation, and template updates across email and SMS. Free your marketing team from manual work and reach every customer faster.

Marketing

Newsletter Automation Agent for Marketers

Let your AI agent handle subscriber growth, campaign launches, and list management—so you focus on strategy, not busywork. No more manual exports or template updates.

Marketing

Product Launch Automation Agent for Marketers

Let your AI agent handle audience segmentation, campaign setup, and real-time launch tracking. Focus on strategy while your agent manages the details and drives early sales.

See how much your team could save with AI

Take our free 2-minute automation audit. Get a personalized report showing exactly which tasks AI agents can handle for your team.

Get Your Free Automation Audit

Takes less than 2 minutes. No credit card required.