Without Silia
- Onboarding of 10 to 15 days
- 60 to 70% missing an item
- Follow-up over personal chat
SMB Client Onboarding Agent
Part of the PEO / HR
Onboards a PEO's SMB client through conversation, validates every document with OCR, detects what is missing, and hands over the file ready to activate.
PEO / HR
The context
Onboarding an SMB client takes up to fifteen days
Onboarding an SMB client at a PEO takes ten to fifteen days when it is manual: the team sends emails with checklists, the rep sends them incomplete, and follow-up runs over personal chat. Most files arrive with something missing, and each correction delays activation.
The solution
A conversational onboarding with nothing missing
The agent welcomes the rep over WhatsApp or portal, captures the business data, requests each document, and validates it with OCR against what was declared. It flags missing items with a deadline, builds the file, and notifies the specialist when ready to activate.
Ask me anything
Key capabilities
A system that gets better with every question.
Conversational capture
Requests legal name, tax ID, NAICS, states of operation, and legal rep in conversation, validating each field before moving on.
OCR validation
Processes each document with OCR, extracts the key data and compares it with what was declared, asking for a resend on a mismatch.
Missing-item detection
Reviews the required document list, tells the rep what is missing with a deadline, and sends reminders until the file is complete.
File ready to activate
Builds the structured file by category and notifies the PEO specialist with an executive summary and the link to activate in PrismHR.
With Silia
- Onboarding in under 48 hours
- Missing items under 20%
- Automatic reminders
System
System integrations
During every call, Silia connects live to the systems your operation runs on — updating records, triggering workflows, and confirming actions without interrupting the conversation.
FAQs
Still have questions?
Timesheets & Shift Scheduling
Captures hours over WhatsApp, validates them against the shift and overtime rules, routes supervisor approval and consolidates the period for payroll.
PEO / HRCommercial Pre-Sales Copilot
Builds the rep a prospect brief by industry: profile, likely pains, value proposition, anticipated objections and a structured first-call script to run.
PEO / HREmployee Welcome & Onboarding
Greets the new employee on WhatsApp the moment they are registered, validates identity, signs documents, presents policies and guides benefits enrollment.
PEO / HREmployee Change Events Hub
Captures hires, terminations and changes in a structured flow, requests supporting documents, builds the downstream checklist and notifies HR to run it.
PEO / HRClient Intelligence Agent
Builds the account manager an account brief from the Record Layer: recent activity, service gaps, risk signals and talking points by meeting objective.
PEO / HRUnderwriting Intake Agent
Captures the SMB underwriting data and documents by conversation, validates completeness with OCR and hands the analyst a full file ready to analyze.
PEO / HRSMB Contract Renewal Agent
Monitors contract end dates, opens the renewal cycle at ninety days, runs the client contact sequence and builds the renewal brief for the account manager.
PEO / HREmployee HR Self-Service Desk
Resolves time-off, balance, policy and payroll questions over WhatsApp, opens the request with a tracking number and routes it on to the right supervisor.
PEO / HREmployee Benefits Navigator
Guides the employee through open enrollment on WhatsApp: presents the plans, compares them in plain language, captures dependents and links the portal.
PEO / HRPayroll Pre-Dispersion Review
Reviews the pre-payroll report line by line against the rules, cross-checks hours and events, grades each anomaly and blocks the cycle when critical.
PEO / HR