Use cases
Activate new customer accounts
Reach out to new customers who've paused mid-onboarding, find out what's holding them back, and help them through to their first action.
Tags
AI Agent
Outbound
Channel
Chat
Voice
Category
Account handling
Industry
Retail banking
Crypto
Investment & trading
Remittances
What it does
A meaningful share of new customers complete signup and then stop. They might be waiting on a verification step they didn't notice, unsure which product to start with, or hesitant about the first deposit. Weeks later, the account is still inactive and the customer's attention is elsewhere.
The Gradient Labs AI agent reaches out to new customers who've paused mid-onboarding, on the channel they prefer. The agent asks what's holding them back, walks them through the specific step they're stuck on, and either resolves it in the conversation or routes the case to a human if it turns into a servicing question. The customers who would have gone quiet get a chance to complete onboarding, and your team only sees the cases that genuinely need them.
How it works
Trigger the agent when a customer has joined but hasn't completed a defined activation step within a window you set: a first deposit at 7 days, identity verification at 3 days, or a first trade at 14 days. The agent reaches out on the customer's preferred channel with a short, personalised message that names where they stopped and what the next step is.
If the customer responds with a blocker (a question about deposit limits, a missing verification document, uncertainty about which product to choose), the agent answers from your knowledge base and walks them through to the next step. If the issue genuinely needs a human (a complaint, a regulated query, a complex account problem), the agent passes the case to your team with the full context attached. If there's no response, it schedules a follow-up, and closes the case if the customer stays quiet after a configurable number of attempts.
See it in action
Explore other use cases