AI Client Onboarding Email Drafter

WHAT IT DOES

This AI agent helps you create professional, welcoming client onboarding emails that set the stage for a successful working relationship. Describe the client, your services, the onboarding steps, and any specific details, and the agent returns a structured onboarding email draft with five essential components: a warm WELCOME that expresses excitement about working together, a clear OVERVIEW of the onboarding process and next steps, key INFORMATION or DOCUMENTS needed from the client, POINTS OF CONTACT for questions, and a helpful CLOSING that reassures and invites dialogue. The output is crafted in professional, friendly, and reassuring language that builds trust and reduces client anxiety. Each email is capped at approximately 1,024 tokens (roughly 250-350 words), delivering a concise, comprehensive onboarding message ready to send.

HOW TO USE

Open this agent in BotSurf and paste your BotGentz API key once when prompted. Then type or paste a description of your client, the services you're providing, the onboarding steps, and any specific details or documents you need from them into the text area. Press "Draft Email" or use the "Use Page Selection" button to pull selected text directly from the webpage you are viewing. The agent processes your input and returns a structured onboarding email that you can copy, personalize further, and send to your new client. All previous inputs and outputs are automatically persisted within the agent panel, so you can return to your work without losing context.

WHAT IT SENDS

When you click "Draft Email", the agent sends only the text you have entered or selected in the input box. That text is transmitted to the AI model via a secure bridge. No other page content, browsing data, cookies, or personal information is collected or transmitted. Usage logs record only the count of runs for billing purposes; they do not store or retain the content of your queries or the AI's responses. The agent does not access your API key directly; the host handles authentication. Your input is truncated to 6,000 characters before transmission to respect model limits.

SUBSCRIPTION

This agent is available for $19.99 per month with a 7-day free trial. Your subscription includes 100 runs per month, which resets monthly. Unused runs do not roll over. You can cancel anytime through your BotGentz account settings. The free trial automatically converts to a paid subscription unless canceled before the 7-day period ends. Each "Draft Email" action counts as one run. Using "Use Page Selection" does not count as a run until you press "Draft Email". You will receive a usage notification when your remaining runs are low.

THE PANEL

The BotGentz panel is draggable by its title bar and snaps to the edges of the viewport for convenient positioning. It collapses to a compact icon when not in use, preserving screen real estate. Pressing the Escape key closes the panel. The panel position is automatically saved per page when you drag it, so it stays where you left it. All controls are self-contained and respond immediately, with flash messages confirming actions and status updates.

PLEASE NOTE

This AI agent provides general business guidance only and does not constitute professional legal, compliance, or client relationship advice. Client onboarding processes may involve legal agreements, data protection requirements, and industry-specific regulations that require expert review. The AI may produce suggestions that are inappropriate for your specific industry, client type, or regulatory context. Always review the draft carefully to ensure it accurately reflects your services, aligns with your organization's policies, and complies with any applicable laws or regulations. The agent is designed to help you draft content efficiently, not to provide definitive legal or compliance guidance. BotGentz makes no warranties about the accuracy, appropriateness, or legal compliance of the AI-generated content. By using this agent, you acknowledge that you are solely responsible for all communications you send based on its output.