Marketing
Brevo Customer Onboarding Agent logo

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Your team sometimes forgets to send welcome emails or sends outdated information.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Onboarding Segments Are Outdated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

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Manually create new onboarding lists for each batch of customers—risking missed segments and outdated lists.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

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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