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Changelog

The latest product updates from OnboardFi

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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 personalized demo experience, pulls in their company branding, and sends a custom invitation — all without human intervention.

  • Automatic demo agent provisioning
  • Company logo auto-enrichment
  • Personalized email invitations
  • End-to-end workflow automation

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 the journey from lead to demo seamless.

  • Passwordless authentication
  • Secure time-limited tokens
  • One-click demo access
  • Zero friction for prospects

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 diagram visualization
  • View toggle (list/flow)
  • Workflow configuration UI
  • End-to-end journey mapping
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