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OnboardFi
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Your solution, explained.
Your calendar, booked. Your CRM, enriched.All in one conversation.

OnboardFi agents run across your entire customer lifecycle — dynamically rendering pricing tables, booking flows, demos, and onboarding checklists the moment a buyer asks for them. No handoffs. No forms. No tool sprawl.

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Show Me Pricing

Show Me Pricing

Voice in. Pricing page out. The interface adapts to every request.

See How It Works

Show Me a Demo

Show Me a Demo

Same agent. Same conversation. A full product walkthrough appears.

See the Agent
Problem

Four Stages. Four Tools. Zero Memory.

Your customer lifecycle is stitched together with handoffs, not continuity. Every transition loses context your team has to rebuild.

  • Demos live in a silo

    Your demo tool captures attention but shares nothing with onboarding. The prospect's questions, concerns, and priorities vanish after the call.

  • Onboarding starts from zero

    New customers repeat everything they told sales. Your team scrambles to rebuild context that already existed.

  • CRM data is shallow

    Forms capture fields. They don't capture what a buyer actually said, what they pushed back on, or how they felt about pricing.

  • Retention is reactive

    By the time you notice a customer is disengaged, they've already made their decision. No system is watching the signals.

Your Unfair Advantage

AI handles volume. Your team handles value.

  • In-Conversation Booking. The agent surfaces a live calendar. No links, no redirects.

  • Generative UI. Ask for pricing or a comparison. Tables and charts render in the session while the agent narrates.

  • Conversational AI. Voice-to-voice with your agent—buyers speak, it answers out loud in real time. Natural dialogue that meets customers where they are: talking, not filling out forms.

  • Conversational Enrichment. Every voice session becomes structured insight—sentiment, signals, and summaries you can review in one place. Your dashboard reflects what buyers actually said, not just fields they submitted.

  • Agent Builder. Create a voice agent fast—then tune the whole experience. Branding, greetings, and the business context your agent needs to stay on-message and handle real buyer questions.

  • CRM Connection. Import contacts from HubSpot so your agents start with real account context. Conversation data stays structured in OnboardFi—then route it into the rest of your GTM stack with webhooks when you are ready.

ROI

One Agent, Compounding Returns

Fewer tools, deeper data, faster time-to-value, longer retention.

  • Kill the Tool Sprawl

    One agent replaces your demo platform, onboarding tool, and success automation. Fewer contracts, one data layer.

  • Shorten Time-to-Value

    Demos convert to active users faster when the same agent that sold them also onboards them — with full context.

  • Richer CRM Without More Work

    Every conversation generates transcripts, sentiment, and buyer signals your team never had to ask for.

  • Retain More, React Less

    The agent stays with the customer post-sale. Engagement signals surface before churn does.

Not forms and follow-ups.
Conversations and conversions.

Get Started

See It Work. In Under 2 Minutes.

AI SDR qualifies. AI Demo Agent shows the product. Your reps just close.

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