New Employee Onboarding Bot Template

The conversation, step by step

These are the messages and questions in the template as it comes. Words in brackets are filled in from your business details or from the visitor's earlier answers. A visitor sees only the steps that match the buttons they choose, and you can change any wording, add steps or remove them in the flow builder.

1. Welcome to [Company Name]! We're so excited to have you on the team. I'll help you get set up and make sure you have everything you need.
2. Ready to get started?
   • Let's Get Started!
3. Day 1 Checklist: - Signed offer letter & employment docs - Completed I-9 verification - Set up direct deposit - Received equipment (laptop, etc.) - Got access to email & Slack - Met your manager How are you doing on these?
   • All Done!
   • I Still Have Paperwork
   • Need Equipment/Access
4. No worries! Please reach out to HR at [HR Email] to complete any outstanding paperwork. For I-9 verification, please bring a valid ID and work authorization document to the office.
5. For equipment or access issues, contact IT at [IT Support Email]. IT will send temporary passwords to your personal email. Please change them on first login.
6. Tools & Access: Your accounts should be set up for: - Company Email - Slack ([Slack Workspace Name]) - Other internal tools If you have trouble accessing anything, email [IT Support Email].
7. Helpful resources: - Employee Handbook: [Employee Handbook Link] - Office Location: [Office Location] - HR Contact: [HR Email] - IT Support: [IT Support Email]
8. The visitor is saved as a lead, tagged:
   • new_hire
   • onboarding_started
9. You're all set for a great first week! Remember: - No question is too small - We're glad you're here! If you need anything, reach out to [HR Email].

What you get with each lead

Every lead this template collects appears in your Alma leads inbox with the answers the visitor gave and these tags, so you can sort and follow up: new_hire, onboarding_started. Alma emails you when a new lead arrives. On the Growth plan and up you can also send leads to other software through Zapier, and the Agency plan adds webhooks.

Questions your flow does not cover

A template answers the paths it was built for. To answer other questions in the visitor's own words, add AI answering for $25 a month: it replies from business information you provide as text, which the Alma team loads into your bot. The article on how a knowledge base chatbot works explains what to write.

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