Sept — Nov 2025 · 15 foundational features
First impressions. Elevated.
A completely revamped welcome email template that sets the tone from day one. Beautiful, branded, and optimized for engagement — your new customers get a warm introduction that matches the quality of your onboarding experience.
From conversation to customer. Automatic.
When an Embedded Agent captures a lead, OnboardFi now automatically creates or links client records with full session context. Lead data flows seamlessly from the conversation to your client management — no manual entry, no lost context.
Pick your face. Own your brand.
Choose from our library of AI avatars directly in the agent configuration. Preview how each avatar looks, select the one that matches your brand, and save — all without leaving the dashboard.
Every lead. Every detail. Tracked.
Detailed logging for lead capture events gives you visibility into exactly what's happening in every Embedded Agent conversation. Debug issues, understand patterns, and optimize your qualification flow with comprehensive session data.
Agents and projects. Connected.
Manage your site's agents with full project integration. See which agents are connected to which projects, understand the relationship between demos and onboarding, and keep everything organized in one place.
The foundation of AI-powered websites.
The complete Embedded Agents platform launched — the core technology that powers AI SDR conversations on your website. This foundational release included the widget system, conversation handling, and full API support.
Capture information through conversation.
AI-powered lead capture that feels natural. Your Embedded Agent can now trigger lead capture forms at the right moment in the conversation, using tool calls to show forms, capture data, and continue the sales dialogue seamlessly.
Make it pop. Make it yours.
Add gradient backgrounds to your Embedded Agent widget for a more dynamic, on-brand appearance. Configure start and end colors to match your website's design language perfectly.
Video AI. Fully integrated.
Deep integration between OnboardFi sessions and video AI conversations. Every Embedded Agent interaction is tracked, every conversation is logged, and session data flows bidirectionally for complete visibility.
Know when customers engage.
Track every portal login in your client dashboard. See when customers access their project portals, identify engagement patterns, and understand who's actively using your onboarding resources.
AI that remembers. Context that compounds.
Our contextual AI memory system launched with full memory management capabilities. Your AI agents now remember past conversations, build context over time, and provide increasingly personalized support to each customer.
Your CRM. Our AI. Connected.
Full HubSpot integration for syncing contacts and accounts. Import your existing CRM data into OnboardFi, maintain sync, and let your AI agents work with the customer information you already have.
Add a domain. Get their brand.
Enter a company's domain and OnboardFi automatically pulls their logo, brand colors, and company information. Create beautifully branded client portals and projects with a single input.
Understand every click. See every session.
Production-grade analytics built into the platform. Track user behavior, understand product usage, and enable session replay to see exactly how customers interact with your portals and agents.
Metrics that matter. By lifecycle stage.
Advanced reporting with stage-based analytics. See how customers progress through prospect, onboarding, and active stages. Track completion rates, identify bottlenecks, and optimize your customer journey.
