AI customer onboarding software with
automated welcome calls and guided setup

Pod streamlines onboarding by automating welcome calls, account setup guidance, and customer education. New users get instant support, while businesses reduce churn and accelerate adoption.

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AI workflows that simplify onboarding and accelerate customer adoption
Pod automates onboarding steps like welcome calls, training walkthroughs, and account setup confirmations while ensuring data flows into your CRM.
Build your first phone agent
Deploy phone automation in minutes
Automated welcome and setup calls for new customers
Pod reaches out with personalized welcome calls, explains next steps, and helps customers log in or set up their accounts without needing a support agent.
Guided product training and customer education
AI walks customers through key product features, answers questions in real time, and ensures adoption begins immediately after sign-up.
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HOW IT WORKS

Scale onboarding to every new customer without overloading your team

Pod can welcome thousands of new customers simultaneously, ensuring consistent onboarding experiences and reducing the burden on human staff.

01

Setup & deploy your agent

Configure Pod with your business data and deploy to start handling calls.

02

Agent handles customer calls

Pod answers calls 24/7, understands customer needs, and provides intelligent responses.

03

Refine & optimize

Monitor performance, review call analytics, and continuously improve your AI agent's responses.

04

Route complex issues to a human

When needed, Pod seamlessly transfers calls to your team for complex issues requiring human touch.

Setup & deploy your agent

Your phone agent is ready!

Setup Complete

Turn onboarding into a revenue and retention growth opportunity

Pod’s AI customer onboarding software ensures every new user gets immediate attention and personalized support. Automated welcome calls, account setup guidance, and education reduce churn, increase adoption, and create opportunities for upsells during the onboarding phase.

AI customer onboarding software for SaaS platforms and digital products

Pod streamlines SaaS onboarding by helping users activate accounts, learn features, and book training sessions automatically. New customers adopt faster, reducing time-to-value and increasing retention.

Lead generation and management
New Customers

Automated account setup

AI guides users through account creation and login steps instantly.

Feature education calls

Walks customers through core product features during onboarding.

Training session booking

Books training calls directly on customer success team calendars.

CRM integration

Logs onboarding status and progress into Salesforce or HubSpot.

Upsell opportunities

Promotes advanced features or higher-tier plans during onboarding.

24/7 onboarding support

Ensures SaaS users get help any time of day with AI-driven onboarding.

Resources for automating customer onboarding with AI

Explore playbooks, reports, and best practices for using AI onboarding software to reduce churn, improve adoption, and accelerate customer time-to-value.

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Customer Onboarding Playbook

Step-by-step guide to automating onboarding with AI-driven calls.

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Adoption & Retention Report

Data on how AI onboarding improves activation and reduces churn.

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Onboarding Experience Guide

Best practices for creating seamless AI-powered onboarding flows.

Workflow features that make AI customer onboarding smooth and scalable

Pod’s workflow features ensure every new customer gets consistent onboarding, from welcome calls to account setup, while integrating seamlessly with your existing systems.

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Automated welcome scripts

Personalizes onboarding conversations for every new customer.

Step-by-step guidance

Walks users through account setup and product usage smoothly.

CRM and system sync

Logs onboarding data directly into CRMs and customer portals.

Onboarding analytics

Tracks onboarding completion, customer questions, and engagement.

AI workflow automation
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Privacy and compliance in AI-powered customer onboarding

Pod protects sensitive customer data during onboarding with enterprise-grade encryption, access controls, and compliance features.

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Encrypted onboarding data

  • End-to-end encryption
  • Secure storage
  • Safe transmission
All customer details and onboarding progress are encrypted at rest and in transit.

Regulatory compliance

  • GDPR compliance
  • HIPAA readiness
  • SOC 2 alignment
Pod supports GDPR, HIPAA, and SOC 2 standards for compliant onboarding workflows.

Role-based access

  • Access controls
  • Audit logs
  • Granular permissions
Only authorized staff can view onboarding data, ensuring customer privacy.

Frequently Asked Questions

Yes. Pod integrates with Salesforce, HubSpot, and SaaS product platforms, logging onboarding progress and scheduling training calls automatically.