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.
OnboardFi Handoff Workflow
Move from lead qualification to product walkthrough, onboarding delivery, and activation without losing context between teams.
AI Agents Buyer Checklist
Use this checklist when evaluating AI agent platforms for onboarding, implementation, and customer lifecycle automation.
Template-first agent setup
Evaluate whether the platform supports template-driven agent setup so teams ship to production in days, not weeks.
Integration actions coverage
Confirm native support for email, calendar, docs, e-signature, CRM, PM tools, Notion, and webhooks as agent actions.
Guardrails and tool approval controls
Verify that operators can enable only approved integrations per agent to keep execution within policy and security requirements.
Session tracking and per-agent analytics
Ensure the platform provides per-agent session tracking and performance analytics to review behavior and identify bottlenecks.
Publish/unpublish agent lifecycle controls
Check that agents can be published, unpublished, and updated independently without impacting other live workflows.
New to OnboardFi? Try it first
Start by creating a free account to get a feel for the platform.
