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Peak Chat / Client onboarding template

Signed.
Now start well.

After the contract comes the phase in which new clients have the most questions. This planned template welcomes them, collects access details and prepares the kick-off, in one conversation instead of five e-mails.

For which occasion?

Change the greeting. The chat preview next to it reacts instantly.

Edit all texts and details ↗Test the chat preview directly ↗
Local demo with sample data
Chat template · previewPreview reacts instantly
Peak ChatLocal demo with sample data

Welcome aboard! I am your contact person.

So we start well: who works with us on your side, and how do you prefer to be reached?

Use sample data only.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Edit your draft in detailFirst question, details & next step
01

Your draft

Make it yours.

Additional details in the chat

The preview always asks for name, e-mail and request.

JSON file for your local draft. Not an import into Peak Chat.

01 / A good start

Welcome, access,
kick-off.

The greeting says who the contact person is. The first question clarifies what is missing for the start. The next step names the joint appointment.

01 / The greetingYour current draft

A conversation
that suits you.

Peak Chat · local preview
Welcome aboard! I am your contact person.

So we start well: who works with us on your side, and how do you prefer to be reached?

Greeting → Questions → Next step

The greeting says in one sentence what the chat helps with.

02 / The questions
5visible details
01Nome02E-mail03Request04Company05Phone
03 / The next stepText preview

And then?
A clear next step.

Example of a planned template. The next step would go here, nothing is sent.

Test it in the chat directly above.

02 / Three moments

Same client.
Different moment.

The first hello, the request for access and the preparation of the kick-off. Switch the moment and continue with the matching example.

Another example replaces the current demo draft.

  • 01 / WelcomeSelected

    The first hello after the yes.

    Contact person and first steps.

    Welcome

    „Welcome aboard! I am your contact person.“

    5 details · Company + Phone
  • 02 / AccessSample draft

    What is still missing to start.

    Name what is missing, share nothing secret.

    Clarify access

    „We still need a few access details to start.“

    3 details · Only the basic details
  • 03 / Kick-offSample draft

    The joint appointment.

    Goals in advance so the meeting counts.

    Prepare the kick-off

    „Let us prepare the kick-off.“

    4 details · Preferred time

03 / Move on deliberately

A start without searching.

Download your draft. Client portals exist today as a separate Peak One app, and with the Peak Chat inbox you answer client messages in one place. Guided onboarding inside the chat is planned.

Your greeting, your questions and your next step, as one connected draft.

Please fill in the draft texts before you take them along.

Stays in this browser. Nothing is sent, nothing is saved automatically.

Frequently asked questions

Is this template already available in Peak Chat?

No. Chat templates are planned. This page shows a local preview with sample texts. Today there is the Peak Chat inbox and the guest chat from Peak Helpdesk.

How do I talk to new clients today?

In the Peak Chat inbox, conversations over Gmail, Outlook, Slack, Teams and WhatsApp Business come together per person, through your workspace's connected accounts.

Does the chat book the kick-off meeting?

No. Booking inside the chat is planned and only simulated in the preview. Booking pages exist today in Peak Booking.

Is anything saved or sent while I try it?

No. The preview runs in your browser only. Nothing is saved, sent or booked. A file is only created when you download your draft yourself.

More in Peak Chat