One Agent. Full Lifecycle.Sells the demo. Runs the onboarding. Keeps the customer.
OnboardFi deploys a single AI agent that runs live product demos, manages customer onboarding, and enriches your CRM with conversational data from every interaction.
Live Product Demos
Live Product Demos
Your agent walks each prospect through your product in real time — tailored to their questions, not a scripted tour.
See It in Action
Conversational Enrichment
Conversational Enrichment
Transcripts, sentiment, and buyer signals flow into your CRM from every conversation. Data no form can capture.
Explore EnrichmentDemo to Retention
Demo to Retention
One agent handles the product demo, runs onboarding, and stays with the customer. No handoffs. No tool sprawl.
See the Full Lifecycle
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.
From Delays to Demos
Here's what changes when your website actually talks to buyers and shows them the product—instantly.
What Your Buyers Experience Now
A high-intent buyer lands on your site. They're curious. They're evaluating. They're ready to talk. And then… nothing happens.
Time to qualified demo
5–10 days
This isn't a sales process. It's a delay loop.
What Buyers Experience Instead
A high-intent buyer lands on your site. This time, something different happens. They're immediately greeted. They can talk. They can ask questions.
Time to qualified demo
10 minutes
One flow. One experience. Zero resets.
Before
- ✕Silent website
- ✕Form
- ✕Calendar
- ✕Delayed demo
- ✕Context loss
After
- ✓Real conversation
- ✓Live qualification
- ✓Instant product walkthrough
- ✓Momentum preserved
- ✓Context retained
Your Unfair Advantage
AI handles volume. Your team handles value.
Always-On Global Coverage. Serve every high-intent visitor—international, after-hours, weekends—without burning out your team.
Continuous context, zero restarts. Prospects never repeat themselves, and handoffs feel like one unified experience.
Face-to-Face Qualification. Your AI SDR doesn't hide behind chat bubbles. It has real video conversations that build trust and capture intent 24/7.
AI-Controlled Product Tours. Your Demo Agent adapts the walkthrough based on what each prospect actually cares about.
Empower Your Team. AI agents handle the top-of-funnel grind, freeing your team to focus on what they do best.
Hybrid AI + humans sell smarter. AI agents handle the repetitive work so your team can focus on strategy, negotiation, and expansion.
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 StartedSee It Work. In Under 2 Minutes.
AI SDR qualifies. AI Demo Agent shows the product. Your reps just close.
