What this agent can do for your business
- Step-by-step welcomeIncluded
- Progress confirmed by the memberIncluded
- Benefits from your guideWith your setup
- Routes payments and accessIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Chat on your WordPress site, in Spanish and EnglishIncluded
Guides new members through your welcome checklist: profile, committee, community, benefits and welcome session, recording progress...
Member Onboarding Assistant
Welcomes each new member with a guided checklist so they make the most of the association from the start.
Built for: Professional associations and trade guilds
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- New members who do not engage or renew
- Welcomes that rely on a long email
Try Member Onboarding Assistant
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Member Onboarding Assistant. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Step-by-step welcome
- Progress confirmed by the member
- Benefits from your guide
- Routes payments and access
What the agent can do
- Website chat
- Guided onboarding checklists
- Human handoff
- Knowledge search
- Answers from your knowledge base
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Your onboarding checklist and guide (knowledge base)
Before you buy
Does it handle fee payments?
No. It routes payments and membership certificates to your secretariat.
Can I adapt the welcome?
Yes, you define your checklist steps and their help.
What do I need to configure?
Load your welcome checklist and benefits guide as the knowledge base, set who receives routed cases and connect your AI key.
Does it invent answers?
No. It only answers from your approved sources; if something is not documented it says so and routes the case.
Works well with
Bicycle Workshop Appointments
Takes your bike workshop's bookings without answering the phone.
From USD 299.00 / yearView agentOrder Status Assistant
Answers where each order is with its real status, meaning and next step, never inventing dates.
From USD 299.00 / yearView agentVolunteer Onboarding Assistant
Takes every volunteer from sign-up to their first shift with guided onboarding.
From USD 299.00 / yearView agent
Member Onboarding Assistant
Install the plugin, define your welcome checklist, load your benefits guide, connect your AI key and test a new member's journey.
Full product description
Guides new members through your welcome checklist: profile, committee, community, benefits and welcome session, recording progress when they confirm and answering from your guide. Fee or access topics go to your secretariat. It never modifies memberships.