NEW

Create AI Agents to power your post-sale workflows

Scale Customer Onboarding With
AI Agents

Transform implementation with AI-powered agents that conduct kickoff calls, screen-sharing, and guide configurations

Features

Provide High-touch
White Glove Onboarding At Scale.

Discover the features that can revolutionize your client onboarding experience.

Task and Time Tracking

Track implementation progress and identify bottlenecks as AI agents handle repetitive tasks while your team focuses on high-value customer interactions.

Project Management

Coordinate all implementation activities with customizable workflows that adapt to each customer's unique requirements and timeline.

Multi-Project Command Center

Gain complete visibility across all customer implementations with real-time status updates and proactive alerts on at-risk projects.


Customer Portal

Provide customers with a seamless, branded experience where they can interact directly with AI agents for 24/7 implementation support.

Implementation Analytics

Track time-to-value metrics and identify patterns to optimize customer onboarding journeys.

Custom Agent Builder

Design tailored AI implementation specialists with specific skills for different customer segments and industries.

Smart Notification

Receive proactive alerts when AI agents require human intervention or when implementation milestones are reached.

ROI Tracker

Measure cost savings and revenue impact as your AI agents reduce implementation time and resources.

"Hey OnboardFi, create a new Acme Co. implementation project using our enterprise SaaS template and assign Jamie as Solutions Engineer along with three AI agents to handle documentation, data migration, and training sessions."

Benefits

Why Businesses Choose OnboardFi

Transform your client onboarding with AI-powered automation and personalization.

Onboarding Insights

Transform implementation data into actionable intelligence that helps continuously improve your AI-powered onboarding process.

Seamless Integration

Connect your AI agents to the systems and tools your customers already use for frictionless implementation.

Implementation Performance

Measure and optimize implementation speed, efficiency, and resource allocation with real-time metrics on AI agent performance.

AI Conversation Engine

Power natural, context-aware dialogues between AI agents and customers throughout the implementation journey.

Secure Implementation Data

Protect sensitive customer information with enterprise-grade security during the entire onboarding process.

Customer Success Portal

Give clients a personalized dashboard where they can interact with AI agents, track implementation progress, and access self-service resources.

Integrations

Seamless Integrations with Your Favorite Tools

Connect with over 200+ popular business tools to create a truly unified workflow.

AI-Powered Implementation
That Works For You

Intro to AI Voice Agents

Action Agent intelligently handles customer interactions while executing system tasks

Simply define the checklist, then watch as the agent conducts natural conversations with customers while simultaneously updating CRMs, processing data requests, and completing required actions across your tech stack.

ScreenShare Agent enables seamless screen sharing capabilities

Implementation managers can deploy these agents to conduct virtual workshops where customers can share their screens to receive immediate support, follow along with demonstrations, and learn complex features without waiting for human expert availability.

Video-to-Video Agent delivers human-like conversations on demand

Schedule AI-powered video calls that feature realistic avatars conducting personalized kickoff meetings, training sessions, and check-ins without human resource constraints.

"Hey OnboardFi, Acme Co. needs accelerated implementation support, so create a project using my fast-track template and distribute the workload between Alex from Implementation, Jessica from Engineering, and four AI agents for 24/7 configuration assistance."

Why Choose OnboardFi ?

The First Implementation Platform With AI Agents That Work For You


AI Agents Execute Implementation Tasks

True Implementation Automation

Infinite Implementation Capacity

Hybrid Workforce Multiplier

Measurable Time-to-Value Reduction

Other tools

Static Project Management

Template-Based Workflows

Resource-Limited Capacity

Task Tracking, Not Doing

Incremental Efficiency Only

Pricing

Pricing That Scales With You

As your business expands, our pricing adjusts to match your evolving needs, ensuring cost-efficiency without compromise

Monthly

Annually

Save 20%

Basic + Usage

$0

Forever

Ideal for companies onboarding fewer than 5 clients monthly with basic requirements.

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Billed in one annual payment.

$20 per seat for teams

Free Plan includes

Up to 5 total Onboards

Up to 50 Sessions

Basic Onboard customization options

Basic Analytics

2 Integrations

Pro + Usage

$120

per month

Perfect for teams seeking advanced features and superior performance

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Billed in one annual payment.

All Basic plan features, plus

Unlimited Onboards

Unlimited Sessions

Unlimited Integrations

Custom Domain support

Pro Analytics

$20 per seat for teams

Growth + Usage

$400

per month

Built for scaling companies requiring advanced automation and customization.

$0.02 per 1,000 input tokens

$0.2 per 1,000 output tokens

Billed in one annual payment.

$20 per seat for teams

All Pro plan features, plus

Onboard workflows & automations

Full Template customization

Advanced Onboard Logic

Advanced analytics

Enterprise

Contact

Comprehensive solution for large organizations with complex requirements. Offers maximum customization, security, and support.

Billed in one annual payment.

All Growth plan features, plus

Custom integrations

24/7 priority support

Custom SLA

White-label solution

Dedicated implementation team

Priority support

FAQ

Got questions? We've got answers.

Find answers to common questions about OnboardFi and its capabilities.

What is OnboardFi and how does it work?

How quickly can I implement OnboardFi?

What types of businesses can benefit from OnboardFi?

Can I upgrade or change my plan later?

Client-facing workspaces
that customers love

Harness the power of intelligent AI agents for seamless internal and external onboarding experiences.