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.
