Changelog
Keep track of the latest features and updates in OnboardFi.
18 Feb 2025
Client Data Integration & Auto-Agent Generation
Today we're launching a powerful new feature that makes it easier than ever to get your existing clients set up with OnboardFi's AI agents. Our new Client Data Integration system automatically creates and configures personalized AI agents for your entire client base.
What's New
Streamlined Client Setup: New intuitive interface for adding client information
Salesforce Integration: One-click sync with your existing CRM data
Bulk Client Import: Upload multiple clients simultaneously
Smart Data Extraction: Automatically processes client information to configure AI agents
Custom Field Mapping: Flexible data mapping for different business needs
Key Features
Clean, dark-mode interface for easy data entry
Progress tracking across the setup process
Intelligent field validation and error prevention
Automatic AI agent generation post-setup
Real-time sync status monitoring
How It Works
Enter client details or connect your CRM
Our system extracts and processes the relevant data
AI agents are automatically configured for each client
Start automated onboarding immediately
Coming Soon
We're working on additional CRM integrations and enhanced bulk import capabilities. Stay tuned for updates!
Today we're launching a powerful new feature that makes it easier than ever to get your existing clients set up with OnboardFi's AI agents. Our new Client Data Integration system automatically creates and configures personalized AI agents for your entire client base.
What's New
Streamlined Client Setup: New intuitive interface for adding client information
Salesforce Integration: One-click sync with your existing CRM data
Bulk Client Import: Upload multiple clients simultaneously
Smart Data Extraction: Automatically processes client information to configure AI agents
Custom Field Mapping: Flexible data mapping for different business needs
Key Features
Clean, dark-mode interface for easy data entry
Progress tracking across the setup process
Intelligent field validation and error prevention
Automatic AI agent generation post-setup
Real-time sync status monitoring
How It Works
Enter client details or connect your CRM
Our system extracts and processes the relevant data
AI agents are automatically configured for each client
Start automated onboarding immediately
Coming Soon
We're working on additional CRM integrations and enhanced bulk import capabilities. Stay tuned for updates!
Today we're launching a powerful new feature that makes it easier than ever to get your existing clients set up with OnboardFi's AI agents. Our new Client Data Integration system automatically creates and configures personalized AI agents for your entire client base.
What's New
Streamlined Client Setup: New intuitive interface for adding client information
Salesforce Integration: One-click sync with your existing CRM data
Bulk Client Import: Upload multiple clients simultaneously
Smart Data Extraction: Automatically processes client information to configure AI agents
Custom Field Mapping: Flexible data mapping for different business needs
Key Features
Clean, dark-mode interface for easy data entry
Progress tracking across the setup process
Intelligent field validation and error prevention
Automatic AI agent generation post-setup
Real-time sync status monitoring
How It Works
Enter client details or connect your CRM
Our system extracts and processes the relevant data
AI agents are automatically configured for each client
Start automated onboarding immediately
Coming Soon
We're working on additional CRM integrations and enhanced bulk import capabilities. Stay tuned for updates!
Today we're launching a powerful new feature that makes it easier than ever to get your existing clients set up with OnboardFi's AI agents. Our new Client Data Integration system automatically creates and configures personalized AI agents for your entire client base.
What's New
Streamlined Client Setup: New intuitive interface for adding client information
Salesforce Integration: One-click sync with your existing CRM data
Bulk Client Import: Upload multiple clients simultaneously
Smart Data Extraction: Automatically processes client information to configure AI agents
Custom Field Mapping: Flexible data mapping for different business needs
Key Features
Clean, dark-mode interface for easy data entry
Progress tracking across the setup process
Intelligent field validation and error prevention
Automatic AI agent generation post-setup
Real-time sync status monitoring
How It Works
Enter client details or connect your CRM
Our system extracts and processes the relevant data
AI agents are automatically configured for each client
Start automated onboarding immediately
Coming Soon
We're working on additional CRM integrations and enhanced bulk import capabilities. Stay tuned for updates!
16 Feb 2025
Integrations Hub
Integrations Hub
Integrations Hub
Integrations Hub
We're thrilled to announce our new Integrations Hub for OnboardFi!
This major update brings seamless connectivity with six essential productivity and scheduling tools, designed to enhance your AI-powered onboarding experience.
Our new hub connects with Google Calendar for scheduling, Slack for team communications, Notion for workspace management, Monday.com for CRM capabilities, Gmail for communications, and DocuSign for secure document handling. Each integration features one-click setup with real-time connection status monitoring, all unified in a sleek dark mode interface.
We've designed this hub with scalability in mind - perfect for businesses using our AI-powered onboarding to manage multiple client relationships. The new quick search functionality helps you find and manage your integrations effortlessly, ensuring your onboarding automation stays synchronized with all your essential tools.
We're thrilled to announce our new Integrations Hub for OnboardFi!
This major update brings seamless connectivity with six essential productivity and scheduling tools, designed to enhance your AI-powered onboarding experience.
Our new hub connects with Google Calendar for scheduling, Slack for team communications, Notion for workspace management, Monday.com for CRM capabilities, Gmail for communications, and DocuSign for secure document handling. Each integration features one-click setup with real-time connection status monitoring, all unified in a sleek dark mode interface.
We've designed this hub with scalability in mind - perfect for businesses using our AI-powered onboarding to manage multiple client relationships. The new quick search functionality helps you find and manage your integrations effortlessly, ensuring your onboarding automation stays synchronized with all your essential tools.
We're thrilled to announce our new Integrations Hub for OnboardFi!
This major update brings seamless connectivity with six essential productivity and scheduling tools, designed to enhance your AI-powered onboarding experience.
Our new hub connects with Google Calendar for scheduling, Slack for team communications, Notion for workspace management, Monday.com for CRM capabilities, Gmail for communications, and DocuSign for secure document handling. Each integration features one-click setup with real-time connection status monitoring, all unified in a sleek dark mode interface.
We've designed this hub with scalability in mind - perfect for businesses using our AI-powered onboarding to manage multiple client relationships. The new quick search functionality helps you find and manage your integrations effortlessly, ensuring your onboarding automation stays synchronized with all your essential tools.
We're thrilled to announce our new Integrations Hub for OnboardFi!
This major update brings seamless connectivity with six essential productivity and scheduling tools, designed to enhance your AI-powered onboarding experience.
Our new hub connects with Google Calendar for scheduling, Slack for team communications, Notion for workspace management, Monday.com for CRM capabilities, Gmail for communications, and DocuSign for secure document handling. Each integration features one-click setup with real-time connection status monitoring, all unified in a sleek dark mode interface.
We've designed this hub with scalability in mind - perfect for businesses using our AI-powered onboarding to manage multiple client relationships. The new quick search functionality helps you find and manage your integrations effortlessly, ensuring your onboarding automation stays synchronized with all your essential tools.
