Changelog

HubSpot Email Integration & Oracle Intelligence

Your client emails now power your AI.

OnboardFi now ingests email activity directly from HubSpot, turning every client conversation into actionable intelligence. Email engagements — subjects, senders, recipients, and message content — are automatically synced, embedded, and fed into the Oracle, giving you a complete picture of every client relationship without lifting a finger.

• Full email activity sync from HubSpot (company + contact level)
• Automatic Oracle ingestion — emails become queryable knowledge
• Enhanced email display in the account dashboard with sender parsing and direction indicators
• Smarter contact import with improved account matching and resolution
• Parallel email fetching for faster data retrieval
• Robust error handling with clear messaging for permission issues

Ask your Oracle about client communications and get instant, contextualized answers drawn from real email threads.

Lead-to-Demo Workflow Automation

From qualification to demo. Zero manual steps.

The complete lead-to-demo workflow is now automated with logo integration and personalized email customization. When your Embedded Agent qualifies a lead, OnboardFi automatically creates their personalized demo experience, pulls in their company branding, and sends a custom invitation — all without human intervention.

• Automatic demo agent provisioning
• Company logo auto-enrichment
• Personalized email invitations
• End-to-end workflow automation

Magic Link Authentication

One click. Instant access. No passwords.

Prospects access their personalized demos with a single click. No account creation, no password resets, no friction. Magic links provide secure, time-limited access to customer portals and demo agents — making the journey from lead to demo seamless.

• Passwordless authentication
• Secure time-limited tokens
• One-click demo access
• Zero friction for prospects