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Telvanta
ONBOARD CUSTOMERS

Automate workflows.
Save time.
Deliver great experiences.

Build powerful automation that runs in the background—so you can focus on what matters most: your customers.

  • Trigger actions automatically
  • Reduce manual work and human errors
  • Ensure consistency across every customer journey
  • Scale your onboarding without scaling your team
Workflow builder for an onboarding workflow named Onboarding Workflow – New Customer, still in Draft: a step palette on the left, a canvas chaining a New customer signs up trigger to a welcome email, a Getting Started Guide, a Has Connected Any Channel? condition branching to an in-app message and a WhatsApp message, then an Onboarding – In Progress tag, and a config panel showing the trigger settings and 30-day stats of 1,248 enrolled and 1,102 completed.

How workflow automation works

1. Set a Trigger

Choose an event that starts your workflow.

2. Add Steps

Drag and drop actions, messages, and conditions.

3. Set Conditions

Add rules to personalize the customer path.

4. Automate

Your workflow runs automatically.

5. Measure & Optimize

Track performance and improve continuously.

Powerful automation capabilities

Smart Triggers

Start workflows based on sign-ups, actions, events or custom conditions.

Examples:
New Sign UpChannel ConnectedFirst Campaign Sent

Multi-Channel Actions

Reach customers on their preferred channel with the right message.

…and more

If/Else Conditions

Create personalized paths based on customer behavior and preferences.

IfElse

Delays & Wait

Add delays to send the right message at the right time.

Wait 1 HourWait Until (Specific Time)Wait for Event

Integrations

Connect with your favorite tools and run everything seamlessly.

SalesforceHubSpotZapierWebhook
…and more

Real-time Analytics

Monitor every workflow performance and customer engagement.

Delivery Rate96%

People onboarding automation use cases

Welcome Series

Send a warm welcome and introduce key resources.

Channel Setup

Guide customers to connect WhatsApp, SMS, Email, and more.

First Campaign Help

Provide tips and templates to launch their first campaign quickly.

Engagement Boost

Nudge inactive users with helpful messages and offers.

Training & Education

Share tutorials, best practices and product updates automatically.

Feedback Collection

Collect feedback and act on insights throughout the journey.

Why automate your onboarding workflows?

70%

Less Manual Work

Automate repetitive tasks and save valuable time.

2X

Faster Onboarding

Customers reach value 2X faster with automation.

35%

Higher Activation

Automated guidance improves activation by 35%.

90%+

Consistency

Deliver consistent experiences at every step.

Lower Drop-off

Proactive nudges reduce onboarding drop-offs significantly.

Happier Customers

Better experiences lead to loyal customers for life.

Automate the journey. Elevate the experience.

Build intelligent workflows that onboard customers, save time and drive long-term success.