ELRIC Lab · Solutions

Automated AI client onboarding

Every new client deserves a polished journey — but your team cannot track everything manually. Elric orchestrates onboarding: documents, emails, reminders and checkpoints.

Last updated : July 5, 2026

The problem

Inconsistent onboarding depending on who owns the account, forgotten steps, clients starting without the right resources, and no visibility on where each account stands.

How Elric does it

Client onboarding journey

Guided steps, personalized documents and proactive follow-up until activation.

A customer success agent follows your onboarding playbook in Brain, generates welcome emails, checks signed documents, reminds overdue actions and updates a shared checklist. Your team approves key communications.

What you get

  • Customizable onboarding playbook in Brain
  • Automatic emails and reminders (with approval)
  • Per-client checklist with real-time status
  • Alerts if a step blocks > X days
  • CRM connection (HubSpot…) for status sync
  • EU hosting / GDPR

Frequently asked questions

Can I define my own journey?
Yes: import your playbook — the agent follows it for each new client.
Does Elric replace my CSM?
No: it handles repetitive work so the CSM focuses on the relationship.
How long to configure?
Often < 1 hour: connect CRM + add playbook + activate agent.