BlogChangelog

Lead to Demo Workflow Automation. From qualification to demo. Zero manual steps. The complete lead to demo workflow is now automated with logo integration and personalized email customization. When your Embedded Agent qualifies a lead, OnboardFi automatically creates their person...

Magic Link Authentication. One click. Instant access. No passwords. Prospects access their personalized demos with a single click. No account creation, no password resets, no friction. Magic links provide secure, time limited access to customer portals and demo agents — making th...

Visual Workflow Builder. See your automation. Design your flow. A new workflow visualization mode shows exactly how leads flow from qualification to demo. Toggle between list and flow views, understand your AI action agents at a glance, and design customer journeys visually. Flow...

Interactive Product Demo Mode. Show them the platform. Before they buy. A complete interactive demo experience with full UI mockups for every major page. Prospects explore accounts, agents, projects, reports, workflows, and tasks — all personalized with their company branding. Fu...

Enhanced Onboarding Experience. Get started in minutes. Not hours. A completely redesigned onboarding flow with widget configuration, subdomain checking, and step by step progress saving. New users go from signup to first AI agent in record time. Progressive onboarding steps Real...

Multi Objective Tutorial Agents. Multiple goals. One conversation. Tutorial Agents now support up to 5 learning objectives per session. Track progress across different goals, celebrate completions, and ensure prospects understand every key feature. Up to 5 objectives per agent Pr...

Voice Selection for Demo Agents. Choose the voice that fits your brand. Select from multiple AI voice options for your Tutorial Agents. Match your brand's personality — professional, friendly, authoritative, or conversational. Multiple voice options Voice preview Per agent custom...

Demo Styles & Conversational Techniques. Sales. Onboarding. Support. Your choice. Configure your Demo Agent's conversational style for different use cases. Sales demos focus on discovery and value. Onboarding demos guide step by step. Support demos troubleshoot and resolve. Three...

HubSpot Contact Import. Your CRM contacts. One click away. Import contacts directly from HubSpot into OnboardFi. Map fields, preserve metadata, and keep your CRM as the source of truth. Your existing pipeline flows seamlessly into AI powered engagement. Bulk contact import Field ...

Call to Action Integration. End every demo with action. Tutorial Agents now display configurable CTAs when objectives are completed. Drive prospects to sign up, book a call, or start a trial — right from the demo experience. Configurable CTA buttons Objective triggered display Cu...