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Power Features

Beta

Dec 2025 — Feb 2026 · 15 features shipped

February 2026

Beta

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
Beta

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
Beta

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
Beta

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. See exactly what they'll get.

  • Full dashboard mockups
  • Personalized branding
  • Interactive navigation
  • Complete feature preview
Beta

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, with clear guidance at every step.

  • Progressive onboarding steps
  • Real-time subdomain validation
  • Auto-save progress
  • Widget configuration wizard

January 2026

Beta

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. One demo, complete coverage.

  • Up to 5 objectives per agent
  • Progress tracking per objective
  • Completion confirmation
  • Objective-based analytics
Beta

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. Your AI speaks in the voice that represents you.

  • Multiple voice options
  • Voice preview
  • Per-agent customization
  • Brand voice matching
Beta

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. Same AI, different approaches.

  • Three demo styles (sales, onboarding, support)
  • Style-specific pacing
  • Conversational technique presets
  • Use-case optimization
Beta

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 mapping
  • Metadata preservation
  • Duplicate handling
Beta

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. Every conversation ends with a next step.

  • Configurable CTA buttons
  • Objective-triggered display
  • Custom URLs and labels
  • Action tracking

December 2025

Beta

AI SDR Embedded Agent

Your website's 24/7 sales rep.

The complete AI SDR feature set for Embedded Agents. Video AI avatars engage website visitors, qualify leads through natural conversation, and capture information — all without human intervention. Sales that never sleeps.

  • Video AI widget
  • Lead qualification tools
  • Conversation-driven data capture
  • 24/7 availability
Beta

Usage-Based Billing & Metering

Pay for what you use. See what you pay.

Session-based metered billing built into the platform. Track usage in real-time, see cost breakdowns per session, and pay only for actual conversations. Check pricing for details. Transparent, predictable, fair.

  • Per-session billing
  • Real-time usage tracking
  • Built-in billing meters
  • Detailed cost breakdown
Beta

Lead Capture Widget Configuration

Capture leads your way.

Enhanced widget configuration for lead capture — customize forms, enable voice capture, and configure exactly what information your AI SDR collects. Your qualification criteria, built into the conversation.

  • Customizable lead forms
  • Voice capture toggle
  • Demo button integration
  • Embed code enhancements
Beta

Custom Greeting Personalization

First words matter. Make them yours.

Configure custom greetings for every Embedded Agent. Set the tone from the first word — professional, casual, industry-specific. Your AI introduces itself the way you want.

  • Custom greeting messages
  • Per-agent configuration
  • Persona-level settings
  • Real-time updates
Beta

Tutorial Agent Light UI

Clean demos. No distractions.

A new light-themed UI template for Tutorial Agents. Modern, minimal, and focused on the product being demonstrated. Let your software shine while the AI guides the conversation.

  • Light UI template option
  • Minimal, modern design
  • Focus on product demos
  • Improved mobile responsiveness

Related OnboardFi pages

Back to all changelog postsOlder: Private Beta (Sept - Nov 2025)