Clients for fintech — and help while they get set up
Clients sign a contract, but many never start using the service: they get stuck on documents and setup. The AI support manager walks each of them through the steps to their first payment.
Setup
You can see who got stuck
The agent tracks the setup steps and helps wherever the client stopped.
- Café Sever · day 1Terminal connectedDone
- Leto store · day 3Documents not uploadedHelp
- Art studio · day 2First payment receivedDone
- Nova salon · day 5Haven’t logged into the dashboardReminder
How it works · Task «Client onboarding»
Four steps from a contract to the first payment
- 01
Scenario
Setup steps and a product knowledge base.
- 02
AI Support Manager
Greets the client and walks them through the steps.
- 03
Reminders
If a client gets stuck, the agent writes to them itself.
- 04
Team
Gets only the unusual cases.
Conversation example
A real conversation
The agent writes on behalf of your company and hands the result to the team. All conversations are visible in the Logger dashboard.
Hello! I see the terminal has arrived. All that’s left is to upload the documents — it takes 5 minutes. Need a hand?
I don’t understand which statement you need.
A bank statement for the last month in PDF will do. You can upload it right here.
What you get
Results for your niche
Faster to revenue
The client starts paying in the first days.
Fewer drop-offs
Those who get stuck get help in time.
A lighter load on support
The agent handles routine questions.
Tasks
What else Logger does in this niche
The scenario above is one task. The same agents handle others too: choose where to start.
Scenario on this page
Client onboarding
The agent guides a new client through the first steps and answers questions.
How the task works
Ad leads into conversations
Lead qualification
Every ad lead gets a reply within a minute.
How the task works
Answers at night and on weekends
24/7 support
Routine questions get closed at night and on weekends.
How the task worksCase studies
Case studies in this niche
Plus cases with tasks that suit this niche.
Other niches
Logger works in other niches too
Logger licence
From $249 a month — all agents, modules and training
Set it up yourselves with the video course and manual, or hand it to a targeting specialist-integrator. Either way, you need a person who works with the system every day.
Request
Let's discuss your scenario
Leave your details — a manager will contact you in Telegram within one business day and:
- Show how Logger works in your niche
- Will help choose a plan and how to launch: yourselves or with a targeting specialist
- Answer questions about launch and security