Private Beta

Private Beta

Sept — Nov 2025 · 15 foundational features

November 2025

Private Beta

Redesigned Welcome Email Experience

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.

  • Modern, responsive email design
  • Brand-aligned styling
  • Clear next-step CTAs
  • Mobile-optimized layout
Private Beta

Embedded Session to Client Integration

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.

  • Automatic client record creation
  • Session data integration
  • Source tracking (which agent, which page)
  • Full conversation history attached
Private Beta

Avatar Selection for Embedded Agents

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.

  • In-dashboard avatar gallery
  • Visual preview before selection
  • One-click selection and save
  • Per-agent customization
Private Beta

Enhanced Lead Capture Logging

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.

  • Detailed event logging
  • Session state tracking
  • Lead capture debugging tools
  • Performance insights
Private Beta

Site Agents with Project Integration

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.

  • Project-linked agent views
  • Improved data handling
  • Cross-entity relationships
  • Unified management interface

October 2025

Private Beta

Embedded Agents Platform Launch

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.

  • Embeddable widget system
  • Real-time video AI engine
  • Middleware and API routes
  • Full conversation lifecycle
Private Beta

Lead Capture Form with AI Tool Calls

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.

  • Tool call-based form triggers
  • Contextual lead capture
  • Form visibility control
  • Submission handling
Private Beta

Gradient Customization for Widgets

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.

  • Gradient enable/disable toggle
  • Custom start and end colors
  • Real-time preview
  • Seamless with primary color
Private Beta

Video AI Session Integration

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.

  • Bidirectional data sync
  • Conversation state tracking
  • Session metrics calculation
  • Webhook handling
Private Beta

Portal Login Activity Tracking

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.

  • Login event tracking
  • Activity timeline
  • Customer engagement visibility
  • Dashboard integration

September 2025

Private Beta

Contextual AI Memory

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.

  • Persistent conversation memory
  • Context accumulation
  • Memory management APIs
  • Reasoning support
Private Beta

HubSpot Integration

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.

  • Contact import from HubSpot
  • Account data sync
  • Logo integration
  • Settings in organization config
Private Beta

Brand Auto-Enrichment

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.

  • Domain-based brand lookup
  • Auto-fill logos
  • Brand color extraction
  • Organization and client setup
Private Beta

Built-in Analytics with Session Replay

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.

  • Full analytics suite
  • Session replay
  • Cross-domain tracking
  • Platform identification
Private Beta

Stage-Based Reporting Analytics

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.

  • Stage filtering
  • Metric cards per stage
  • Task stage badges
  • Analytics dashboard

Related OnboardFi pages