New Client Onboarding with WhatsApp and AI

Guide every new client step by step from first contact. Collect documents, explain processes, and ensure a smooth start, all via WhatsApp.

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Actualizado: marzo de 2026
500+ negocios activosAPI oficial de MetaConfigura en 5 min

Sin Tecca

  • Manual onboarding process that takes hours
  • New clients confused about next steps after signing up

Con Tecca

  • Guided and automated onboarding process
  • Professional and consistent welcome experience

Datos clave

23%
Deserción en primeros 90 días
2-3 días
Tiempo de onboarding con bot
2-3 semanas
Tiempo de onboarding manual
45 min
Ahorro por cliente nuevo

23% of customer churn happens in the first 90 days — not from bad service, but poor onboarding. Tecca automates welcome sequences step by step via WhatsApp: send document, confirm receipt, next step. For law firms and accountants, it collects IDs, tax documents, and signatures without chasing clients. For gyms, it explains schedules and books the first session. Clients become operational in 2-3 days instead of 2-3 weeks.

Ejemplos reales de uso

1

An accounting firm signs a new client Friday. Within 5 minutes, the client receives step-by-step document requests via WhatsApp. By Monday, the file is complete — no phone calls needed.

2

A gym with 40 new members/month replaces 20-minute onboarding calls with automated welcome messages: facility tour video, class schedule, rules, and first trainer session booking.

3

A business consultant needs pre-session questionnaires completed. Before: 60% arrived unprepared. With Tecca: the bot sends questions one by one with 48h reminders. Now 95% arrive with completed questionnaires.

Intelligent automation

How New Client Onboarding Works

1

Elige tu plan

Selecciona el plan que mejor se adapte a tu negocio. Sin compromiso.

2

Completa tu información

Cuéntanos sobre tu negocio, servicios y horarios en un formulario simple.

3

Conecta tu WhatsApp

Vincula tu WhatsApp Business escaneando un código QR. Toma 2 minutos.

4

Listo para responder

Tu asistente comienza a atender clientes automáticamente.

Testimonios reales

Resultados reales de nuestros clientes

Probé varios chatbots y Tecca es el único que realmente entiende lo que mis clientes preguntan. La IA conversacional es otro nivel.

98% satisfacción
R

Ricardo Morales

CEO, Negocios Digitales

Meta Business Partner
Cifrado end-to-end
Soporte en español

Preguntas frecuentes

Resolvemos tus dudas sobre este caso de uso

Tecca automates new client onboarding using artificial intelligence. You configure your business rules and preferences, and Tecca handles the task automatically whenever a customer messages you on WhatsApp.
No, Tecca is designed to be used by anyone. Setup is done through simple forms where you describe what you need, with no coding required.
Basic setup takes less than 10 minutes. You can refine and improve the configuration over time based on real conversations with your customers.
Yes, all automations are fully customizable. You can define specific rules, personalized messages, and conditions based on your business needs.
Tecca has multiple safety mechanisms. You can configure alerts, define when to intervene manually, and review all conversations from the dashboard.
Setup en 5 minutos

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