Client onboarding without friction or forgotten steps
From contract signature to first delivery of value. A single process that guides your team, automates information gathering and gives the account manager total visibility.
Onboarding is usually chaotic, slow and inconsistent
Every new client means dozens of steps: NDAs, access collection, discovery questionnaires, environment setup, kickoff, team introduction, metric definition... Without a structured process, steps are forgotten, effort is duplicated and the client perceives disorganization.
Every account manager does it their own way
There is no common checklist. Critical steps depend on each person's memory.
Hours spent collecting and formatting information
Questionnaires, access credentials, legal documents: everything is requested, collected and organized by hand.
The manager sees no status until there are problems
There is no real-time visibility. Delays are detected when the client is already complaining.
From signature to first delivery in 4 guided phases
AletheIA turns your onboarding checklist into an executable process with AI agents that prepare documentation and validate completeness.
From methodology to living process in four steps
AletheIA converts your organization's knowledge into executable processes. No coding, no integrating dozens of tools.
- 1
Model your process
Define process types, roles, phases, and actions. The modeler is free-form, no imposed structures.
- 2
Assign AI agents
Link agents trained with your documentation to the actions where AI adds real value.
- 3
Instantiate and execute
Open instances by client or project. The team executes with guidance, with AI active where it belongs.
- 4
Automatic visibility
Status updates automatically. The manager sees progress without the team spending time reporting.
The professional executes
Strategic decisions, client relationships, contextual judgment. Where the human role is irreplaceable.
The agent executes
Content generation, data consolidation, document preparation. Speed without additional effort.
AI assists, human decides
The agent prepares, the professional reviews and adjusts. The most frequent and most powerful combination.
Quick to set up. Operational from day one.
You don't need a technical team or months of implementation. AletheIA is designed so that any manager can model a process, configure an agent, and get started in hours.
Model your process in the visual editor
Define roles, phases, and actions. No code. No technical consulting. The editor guides you step by step.
Upload your documentation and train the agent
Upload your internal documents, manuals, methodologies, guides, and the AI agent absorbs them as a knowledge base. In minutes, not weeks.
Assign the agent to process actions
Decide which steps the AI handles, which the professional handles, and which they handle together.
Open your first instance and get started
Create an instance for a real client or project. The team executes guided by the process, AI acts automatically where it belongs.
The process explains itself, with your own guide agent
Create an agent that knows your processes in depth: what to do at each step, why it matters, and what it contributes. Your team doesn't just execute, they understand. And when they understand, they adopt. The best ally for making the methodology truly stick.
Process models, phases, actions, and assigned agents are configured visually, without writing a single line of code. Any manager can model a complete process from day one.
Each user can adapt the model to their specific process, incorporating the phases, actions, and agents needed for that particular case. The methodology guides. Autonomy remains.
"Flexibility is not a risk, it's the key to the team adopting the process as their own."
What changes with AletheIA
The same process, executed the same way for every client, with AI handling the mechanical work.
Zero forgotten steps
The process guides the team step by step. You cannot advance to the next phase without completing the mandatory requirements.
Documentation ready in minutes
AI agents automatically generate the personalized onboarding plan, access checklists, NDAs and kickoff presentations.
The manager sees everything in real time
Dashboard with status per client, current phase, blockers and estimated first-delivery date. No updates requested.
Want to see onboarding in action?
We'll show you how to set up your client onboarding process in AletheIA in a 45-minute session.
Book an onboarding demo