Jacob Morrow
Updated: 2025-08-26
AI onboarding is becoming a key to boosting employee engagement and customer satisfaction with customized onboarding journeys from day one.
An effective onboarding experience is the foundation of long-term growth, as it boosts employee engagement at work by 89% and retention by 82%. Similarly, a structured onboarding experience for customers drives a 63% year-over-year increase in customer satisfaction.
There are now many powerful tools that streamline onboarding processes, but AI onboarding is transforming the entire experience. AI onboarding refers to the use of artificial intelligence technology to automate onboarding tasks. It can handle repetitive administrative processes, personalize training and communication, provide chatbot-powered support, and much more.
In this guide, we will talk in detail about how AI onboarding enhances employee, customer, and sales onboarding processes. We will also discuss the top AI onboarding tools to help you get started.
AI in Employee Onboarding
7 out of 10 employees will stay for 3+ years after a positive onboarding experience. Let's now dive into how AI contributes to employee onboarding.
What is AI in Employee Onboarding?
AI in employee onboarding uses intelligent technologies to simplify the recruitment and integration process of new hires. It automates repetitive tasks and gives HR more time to focus on human connections.
What employee onboarding AI offers includes:
- Automate Administrative Tasks: AI automates paperwork, account setup, and other routine administrative tasks to save HR time and speed up the integration process.
- Personalized Onboarding Experiences: AI can analyze the employee's profile to extract key information about skills and knowledge gaps. Afterward, it provides them with personalized training materials and courses.
- Chatbot for 24/7 Assistance: New employees have access to AI-powered chatbots that provide instant answers to their questions and perform basic tasks without HR involvement, such as checking the number of annual leaves, updating personal information, etc.
- Feedback Analysis and Data Insights: AI collects and analyzes feedback from new hires to identify onboarding pain points and areas of improvement.
- Predictive Insights for Retention: AI analyzes data patterns to predict which employees might need support to ensure higher retention and job satisfaction. In fact, AI tools led to a 29% rise in new hire retention rates within the first year.
- Smooth Integration: AI onboarding tools integrate with other enterprise systems (payroll, benefits, and more) to create a smooth onboarding ecosystem.
Benefits of AI in Employee Onboarding
Every interaction new hires have with your organization shapes their engagement and retention with the job. Onboarding AI reduces the discomfort faced by employees during the early stages and triggers a positive employee-employer relationship.
The key benefits of AI in employee onboarding include:
- Automates repetitive administrative tasks and reduces errors.
- Speeds up new hires' readiness with targeted resources and no unnecessary delays.
- Ensures every new employee receives a personalized onboarding experience.
- Offers managers clear visibility into onboarding progress.
- Provides access to information 24/7 for new hires.
- Higher engagement and retention rates for new hires.
- Annual cost savings of about $21,000 per hire.
Overall, AI in employee onboarding eradicates the traditional paperwork and standardized processes and replaces them with smart and adaptive experiences for new hires.
AI in Customer Onboarding
Did you know that 63% of customers take into consideration the onboarding period before deciding to purchase a product or subscribe to a service? A smooth onboarding experience leads to lasting customer relationships and satisfaction.
What is AI in Customer Onboarding?
AI in customer onboarding uses intelligent technologies to automate and personalize the process of integrating new customers into a product or service. It simplifies complex steps and offers real-time assistance they need for an engaging experience.
When customers onboarding AI offers include:
- Automated Workflow Management: AI manages onboarding tasks and reminders/follow-ups to keep customers on track.
- Personalized Guidance: AI analyzes customer data and behavior to deliver customized instructions and product recommendations.
- AI Chatbots and Virtual Assistants: Customers have 24/7 access to AI-powered assistants that answer questions and guide them step-by-step through the onboarding process.
- Behavioral Analytics: AI tracks customer engagement patterns to identify potential roadblocks and resolve them proactively.
- Predictive Churn Prevention: AI uses predictive models to detect customers at risk of disengagement and triggers personalized retention outreach.
Benefits of AI in Customer Onboarding
86% of customers say that a great onboarding experience increases their loyalty to a business. AI-backed customer onboarding gives them a personalized and supportive journey that accelerates their path to successful product adoption.
The key benefits of AI in customer onboarding include:
- Minimizes customer effort with automated complex workflows and step-by-step guidance.
- Increases satisfaction, as 71% of consumers want personalized communication and products/services from brands.
- Reduces support queries and costs with 24/7 AI chatbots.
- Enhances customer retention through proactive response to disengagement.
- Smooth scaling of onboarding processes as the business grows.
Simply put, AI in customer onboarding turns traditional manual and fragmented experiences into a smart and responsive journey.
AI in Sales Onboarding
It takes time for new sales representatives to develop the skills and product knowledge to play a convincing role in the team. However, AI is helping accelerate this process and enable faster ramp-up.
What is AI in Sales Onboarding?
AI in sales onboarding involves utilizing AI tools to support new sales representatives in their training and knowledge acquisition. It offers a personalized learning path and actionable feedback for the sales representatives to make the onboarding process faster and more engaging.
What sales onboarding AI offers include:
- Smart Training: AI offers recorded training sessions, personalized step-by-step learning materials, SOP walkthroughs, and more.
- Roleplays: Realistic simulations to help sharpen skills and build confidence with real-time feedback.
- Smooth Access to Knowledge Base: AI-powered search helps sales reps find product information, competitive insights, and sales collateral.
- Progress Tracking and Analytics: AI monitors onboarding milestones and sales performance metrics for new hires.
- Predictive Insights: AI identifies patterns to forecast that sales reps may need extra coaching or are at risk of struggling.
Benefits of AI in Sales Onboarding
AI integration in sales onboarding helps new team members to gain confidence and start closing deals faster.
The key benefits of AI in sales onboarding include:
- Reduces time-to-first-sale due to focused training and real-time guidance.
- Boost productivity with targeted learning and support.
- Enhances consistency in sales messaging and product knowledge across the team.
- Frees managers from administrative burden.
- Empowers reps with instant access to critical information exactly when they need it.
- Delivers insights on sales performance.
In short, AI in sales onboarding modernizes the way sales talent is developed and maximizes the potential of each representative.
Top 10 AI Tools for Employee, Customer, and Sales Onboarding
There are now many AI tools that help organizations integrate AI onboarding processes into their workflows. Below, we have shortlisted the top 10 AI onboarding tools:
1. GPTBots: Effective AI Enterprise Search and Knowledge Base
GPTBots is a powerful AI platform to create an enterprise AI search agent that provides a smooth way for new hires to access corporate internal knowledge. Instead of struggling with manual searches, GPTBots lets employees find exact information with simple natural language prompts.
The best part about GPTBots is that it's incredibly easy to train the AI agent using a corporate knowledge base. All it requires is uploading the documents, databases, websites, and other data to train the AI agent. Afterward, employees can access the information in a structured form and speed up their learning processes.
The key highlights include:
- Accurate and real-time assistance in extracting relevant internal knowledge
- AI-suggested follow-up queries for smart searches and faster retrieval
- Customized AI responses based on integrated internal and external knowledge sources
- Seamless AI agent training with corporate knowledge base
- Smooth integration with cloud platforms and enterprise databases
- Adaptable and scalable for organizations of all sizes
In short, GPTBots empowers new hires to easily access the corporate knowledge base for faster learning and improved productivity in their early days in the organization.
2. Leena AI: Automated and Engaging AI Onboarding
Leena AI is an intelligent AI onboarding tool that provides new hires with a one-stop virtual assistant powered by generative AI to complete the initial documentation, training modules, and company orientation.
The virtual assistant simplifies onboarding for both in-house and remote hires. The employees can interact with the assistant to submit documents, schedule a call with the manager, learn about the company, and more.
The key highlights include:
- Personalized AI preboarding journeys
- Full onboarding workflow automation
- Remote onboarding with buddy assignment
- 24/7 query resolution via chatbot
- Pulse surveys for engagement tracking
- Onboarding analytics & dashboards
- Early attrition prediction and intervention
In short, Leena AI turns onboarding into a personalized and insight-rich experience to engage new hires from day one and save HR teams valuable time.
3. LumApps: AI Employee Onboarding and Experience Platform
LumApps is an AI-backed employee onboarding and experience platform that creates a unified digital environment for the smooth flow of information. It provides immediate access to role-specific resources to new hires through digital workspaces. Besides that, it creates personalized training sequences based on individual roles and skill levels.
The key highlights include:
- Centralized hub for communication and resources
- AI-driven personalized content delivery
- Supports employee onboarding and training based on roles and skills
- Enhanced knowledge discovery and search
- Automate complex onboarding tasks
- Track new hire progress with precision
In short, LumApps is an AI digital workplace platform to have personalized onboarding workspaces and intelligent training paths for fast and effective onboarding.
4. Waybook: All-in-One Tool for Onboarding, Training, and Documentation
Waybook is a powerful SaaS platform that simplifies onboarding, training, and internal documentation in one centralized hub. It helps organizations automate onboarding tasks, create personalized learning paths, upload/organize resources, track progress, and more.
The key highlights include:
- Automate onboarding tasks like creating employee profiles, giving access to systems, generating welcome emails, and more
- Smooth assignment of personalized training modules
- Progress tracking and analytics to monitor the onboarding journey
- Create a centralized knowledge base
In short, Waybook provides a single platform to manage onboarding and training with smooth knowledge sharing to help new hires learn and perform at their best.
5. BambooHR Onboarding: Streamline Training and Boost Morale
BambooHR Onboarding is an exceptional employee onboarding AI software that gives new hires a head start. It centralizes and automates critical onboarding tasks, including pre-boarding, record syncing, first day activities, and more. The platform offers customizable templates and easy document management to ensure every new employee feels welcomed and prepared.
The key highlights include:
- Organize new hire data management
- Personalize onboarding by role and work mode
- Automate employee record syncing
- Pre-boarding packets and self-paced onboarding
- Automate onboarding checklists and reminders
- Visual progress dashboard for tracking
In short, BambooHR makes onboarding autonomous and personalized so that new hires feel engaged and HR teams focus on more meaningful tasks.
6. Enboarder: Intelligent Onboarding with Personalized Employee Journeys
Enboarder is an intelligent and experience-driven AI onboarding platform. It sets a new standard for employee journeys with a focus on personalized, human-centered engagement. It automates complex workflows to deliver hyper-personalized onboarding experiences that connect new hires to the right people, tools, and resources.
The key highlights include:
- AI-powered personalized onboarding journeys
- Automated workflows and task coordination
- Real-time progress tracking and reporting
- Automated team introductions and manager coaching prompts
- Integration with existing HR tech stacks
In short, Enboarder switches onboarding into a strategic business driver that boosts new hire productivity and manager readiness.
7. Gleap.io: AI Customer Engagement Platform
Gleap.io is an AI customer engagement and support platform. It integrates a 24/7 chatbot, in-app bug reporting, and guided product tours to assist new users through onboarding. It enhances engagement and simplifies early interactions with automated assistance and visual walkthroughs.
The key highlights include:
- 24/7 chatbot support
- In-app bug reporting
- Interactive product tours
- Embedded knowledge base
Gleap.io ensures customers are supported and engaged from day one with contextual onboarding assistance.
8. Churnzero: Real-Time Onboarding Monitoring Platform
ChurnZero is an AI customer onboarding platform that uses AI technology and real-time analytics to monitor onboarding milestones and automate engagement tasks. It helps SaaS companies to offer personalized and timely support during crucial early customer journeys.
The key highlights include:
- Proactive issues handling with insights on customer behavior
- Track customers' onboarding journey
- Establish onboarding milestones
- Segment customers and automate engagement
- In-app messaging and emails
- Churn & renewal forecasts
In short, ChurnZero makes customer onboarding a personalized and responsive experience to drive retention.
9. PitchMonster: AI Sales Training Platform
PitchMonster is an AI sales training tool that helps teams practice realistic role-plays and improve their performance. It allows sales reps to simulate cold calls, discovery sessions, demos, and objection handling with AI-generated buyer personas and receive customized coaching feedback.
The key highlights include
- Realistic AI role-plays with custom buyer personas
- AI-generated avatars for immersive training
- Automate performance scorecards
- Advance feedback on filler words and jargon
- Scalable training across entire teams
In short, PitchMonster enables sales teams to speed up onboarding and sharpen skills.
10. Allego: Sales Enablement and Training Platform
Allego is a comprehensive sales enablement and training tool. It provides just-in-time learning, multimedia courses, and much more to equip sales teams with the skills and knowledge. The platform uses AI in employee onboarding to deliver personalized learning, coaching, and content management.
The key highlights include:
- Personalized and microlearning modules
- AI-powered coaching and feedback
- Scalable onboarding and training
- Sales content management and activation
- Conversation intelligence for performance insights
In short, Allego combines modern learning with AI-driven insights to improve cursing and boost revenue performance from sales representatives.
How to Use AI in Employee Onboarding [Real World Examples]
Now that we understand the effectiveness of AI onboarding, let's explore a few real-world examples to gain a deeper insight into how AI enhances onboarding experiences.
Below are the three real-world use cases of AI onboarding:
1. Unilever — AI Assessments + Automated Screening
Unilever is a global consumer goods company with over 125,000 employees. The company struggled with the outdated approach of manually assessing 250,000 job applications to hire 800 individuals annually.
To tackle that, Unilever partnered with AI vendors (Pymetrics and HireVue) to move early assessment and screening online. It used AI-powered game-based assessments (Pymetrics) and video-interview analysis (HireVue) to screen huge applicant pools, then funnels hires into role-specific onboarding tracks automatically. As a result, it saved [50,000+] hours in candidate interview time with over £1M annual savings.
2. Behersaglik.com — AI-Powered Customer Assistance + Smart Recommendations
Behersaglik.com is a Turkish health and wellness retailer that specializes in dietary supplements and herbal extracts. It wanted to improve customer experience and reduce reliance on human support, so it integrated GPTBots, an enterprise-grade AI chatbot, into its digital storefront.
The chatbot engages customers in natural conversations to understand their health goals, then suggests personalized supplements. It can recommend immune-boosting products, provide dosage instructions, showcase reviews, and manage subscription orders without human involvement.
3. MVMT — AI Chatbots for Product Recommendations + Post-Purchase Support
MVMT is a popular watch and accessories brand. It wanted to enhance customer convenience and increase sales conversion, so it used AI chatbots to guide online shoppers.
The chatbot provides customized product recommendations, points customers toward relevant categories, and answers questions in real time. All this helps them make confident purchase decisions.
In addition, MVMT's chatbot also manages essential post-purchase tasks, such as processing returns. It further collects customer reviews and feedback to help the brand refine both products and service quality.
Conclusion
AI onboarding is revolutionizing the way employees, customers, and sales reps are welcomed and trained. It is turning the entire journey personalized and more effective than ever. Due to that, organizations are adopting AI onboarding tools faster than ever. In fact, 68% of organizations are already using AI in their onboarding processes in the United States.
When an effective AI onboarding system is in place, it leads to faster integration and higher satisfaction/engagement. This leads to reduced turnover and increased productivity + loyalty.
Therefore, it's time for your organization to use AI onboarding tools to enhance the onboarding experience. So, why not get started with GPTBots, which provides a one-stop platform to build AI agents for next-generation onboarding experiences and drive long-term success.
Get a Custom Demo
