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 include:
- AI SDR (Sales Development Representative): An always-on AI agent that qualifies leads 24/7 through real video conversations, engaging visitors immediately when they land on the website.
- AI Demo Agent: Provides instant, personalized product demos that adapt based on prospect interests, eliminating calendar delays.
- Customer Portal & AI Oracle: A branded hub that maintains context throughout the entire customer journey, from onboarding to success and renewal.
- Hybrid AI + Human Workflow: AI handles repetitive top-of-funnel tasks, freeing human teams to focus on strategy, negotiation, and closing deals.
The platform targets B2B SaaS companies and sales teams looking to accelerate deal velocity, expand coverage without adding headcount, and maintain momentum throughout the customer lifecycle.
