AI Onboarding Agent
24/7 guided setup and assistance for your customers. Design production‑ready agents that help users through onboarding.
Request demoDesign agents, assign actions, ship with confidence
Configure precise behavior and tools. Assign agents to tasks so work gets done automatically as your board moves.
Template‑first setup
Start from proven templates or build from scratch. Choose models, roles, initial messages, and runtime options.
Integrations as actions
Email, calendar, docs & e‑signature, PM/CRM updates, Notion pages, and webhooks—using your connected accounts.
Guardrails & controls
Enable only approved tools, publish/unpublish agents, and track sessions with per‑agent analytics.
We went from prototype to production agents in days. Guardrails and analytics made rollout easy.
Why teams choose OnboardFi agents
Design precise, trusted agents and put them to work inside your projects with analytics and guardrails.
Template‑first setup
Start fast with proven templates or configure from scratch.
Integrations as actions
Use connected email, calendar, e‑signature, CRM/PM, Notion, and webhooks.
Controls & analytics
Publish/unpublish, per‑agent analytics, and session tracking.
Don't know Neon? Try it first
Start by creating a Free account to get a feel for the platform.
