NEW
Scale Customer Onboarding With AI Agents
The AI System of Action for Profitable Onboarding
Because No One Got Into Customer Success to Babysit a Project
Features
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."
"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."
"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.
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.
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.
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."
"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."
"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
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.
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
All Basic plan features, plus
Unlimited Onboards
Unlimited Sessions
Unlimited Integrations
Custom Domain support
Pro Analytics
Growth + Usage
$400
per month
Built for scaling companies requiring advanced automation and customization.
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
Monthly
Annually
Save 20%
Basic + Usage
$0
Forever
Ideal for companies onboarding fewer than 5 clients monthly with basic requirements.
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
All Basic plan features, plus
Unlimited Onboards
Unlimited Sessions
Unlimited Integrations
Custom Domain support
Pro Analytics
Growth + Usage
$400
per month
Built for scaling companies requiring advanced automation and customization.
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
Monthly
Annually
Save 20%
Basic + Usage
$0
Forever
Ideal for companies onboarding fewer than 5 clients monthly with basic requirements.
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
All Basic plan features, plus
Unlimited Onboards
Unlimited Sessions
Unlimited Integrations
Custom Domain support
Pro Analytics
Growth + Usage
$400
per month
Built for scaling companies requiring advanced automation and customization.
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?
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?
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.
Get Started
Get help
Resources
Get Started
Get help
Resources
Get Started
Get help
Resources
NEW
Scale Customer Onboarding With AI Agents
The AI System of Action for Profitable Onboarding
Because no one got into Customer Success to babysit a project plan.
Integrations
Seamless Integrations with Your Favorite Tools
Connect with over 200+ popular business tools to create a truly unified workflow.
Why Choose OnboardFi ?
The First Implementation Platform With AI Agents That Work For You
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
Other tools
Static Project Management
Template-Based Workflows
Resource-Limited Capacity
Task Tracking, Not Doing
Incremental Efficiency Only
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?
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.
"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."
"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."
"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."
"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."
Features
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.
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.
Get Started
Get help
Resources
Get Started
Get help
Resources