OnboardFi is an AI-powered customer lifecycle orchestration platform designed to eliminate friction between sales, onboarding, and customer success. It creates a continuous, intelligent journey from first contact to renewal using branded portals and AI agents.
Key Features
- AI SDR (Sales Development Representative): Always-on AI agent that qualifies leads 24/7 through real video conversations
- AI Demo Agent: Provides instant, adaptive product demos based on prospect interests
- Customer Portal & AI Oracle: Branded hub for the entire customer journey with guided checklists and approvals
- Continuous Context: Maintains conversation context across handoffs to prevent information loss
- Hybrid AI + Human Workflow: AI handles repetitive tasks while human teams focus on strategy and closing
Use Cases
- Sales Teams: Convert high-intent visitors immediately without calendar delays
- Onboarding Teams: Reduce time-to-value with guided checklists and AI assistance
- Customer Success: Drive expansion revenue with predictive intelligence and growth tracking
- International/After-Hours Coverage: Serve global customers without team burnout
Target Users
B2B companies looking to streamline their customer acquisition and onboarding processes, particularly those with high website traffic and complex sales cycles.
