OnboardFi vs FuseBase: AI Agents vs Traditional Client Portals
FuseBase (formerly Nimbus) provides client portals with document sharing, collaboration, and project tracking. OnboardFi takes a different approach: AI agents that qualify, demo, and onboard clients through voice-first conversations.
See OnboardFi in ActionTL;DR
FuseBase is a client portal platform built around document sharing, wikis, project tracking, and team collaboration — strong for agencies and service businesses managing multiple clients. OnboardFi is an AI-led growth platform where voice-first agents qualify visitors, demo your product via live browser control, and handle onboarding autonomously. Choose FuseBase if you need a structured collaboration portal. Choose OnboardFi if you want AI agents running client interactions 24/7.
Why Teams Look for a FuseBase Alternative
FuseBase is a solid client portal. But some teams want more than a place to share files — they want AI that actively handles client interactions.
You want AI handling client interactions, not just hosting documents
FuseBase gives clients a place to find information. OnboardFi gives clients an AI agent that walks them through your product, answers their questions, and handles onboarding — all through voice.
You need qualification and onboarding in one platform
FuseBase starts after the sale. OnboardFi covers the full journey — Embedded Agents qualify visitors on your website, then Demo Agents handle personalized onboarding. One platform from first touch to post-sale.
Your clients need guided walkthroughs, not self-serve docs
Some products are complex enough that documentation alone is not sufficient. OnboardFi provides live AI-guided demos where the agent controls a real browser, navigating your product while explaining each step.
You want to automate the client experience, not just organize it
FuseBase organizes client-facing content into structured portals. OnboardFi automates the actual interactions — the AI qualifies, demos, and onboards without requiring your team to be present.
Feature-by-Feature Comparison
| Category | OnboardFi | FuseBase |
|---|---|---|
| Core Approach | AI agents that qualify, demo, and onboard clients through voice-first conversations | Client portal with document sharing, collaboration workspaces, and project tracking |
| Client Interaction | Voice-first AI — clients speak with an AI agent that sees, hears, and responds | Document-based — clients access shared files, wikis, task boards, and embedded content |
| Onboarding | AI-led — a Demo Agent walks clients through your product in real-time via live browser control | Self-serve — clients follow documentation, checklists, and embedded guides at their own pace |
| Lead Qualification | Built-in via Embedded Agents — qualify visitors on your website through AI voice conversations | Not included — FuseBase focuses on post-sale collaboration, not lead qualification |
| Project Management | Not included — OnboardFi focuses on AI-led client interactions, not task management | Full project tracking with tasks, boards, timelines, and team collaboration features |
| Document Management | Not a focus — session data and objectives tracked, but no document library | Core feature — rich document editor, file sharing, wikis, and organized workspaces |
| Pricing | $225/month (Basic Plan) — includes 5 agents and 100 sessions | Free tier available, paid plans from ~$9/user/month |
Client Interaction Model
FuseBase operates on a self-serve model. You create a branded portal, populate it with documents, wikis, task boards, and embedded content, and clients navigate it on their own. The value is in organization — everything a client needs is in one place, neatly structured.
OnboardFi operates on an AI-led model. Instead of providing a portal for clients to browse, it provides AI agents that actively engage clients through voice conversations. Embedded Agents qualify visitors on your website. When they qualify, they receive a personalized demo link via email. Demo Agents then walk them through your product using live browser control while answering their questions in real-time.
Bottom line: FuseBase organizes information for clients to find. OnboardFi provides AI that delivers information to clients through conversation.
Pre-Sale to Post-Sale Coverage
FuseBase focuses on post-sale collaboration. It is not designed for lead qualification or sales demos — it starts after a deal is closed, providing a workspace for ongoing project delivery and client communication.
OnboardFi covers both sides. Embedded Agents handle pre-sale qualification on your website, Demo Agents handle product walkthroughs, and the Customer Portal extends into post-sale onboarding and ongoing support. The thesis: siloed tools create siloed teams. OnboardFi unifies qualification, demos, onboarding, and success in one platform with shared identity data.
Bottom line: FuseBase is a post-sale collaboration tool. OnboardFi spans the full journey from first website visit through ongoing client success.
Collaboration vs Automation
FuseBase excels at human-to-human collaboration — shared workspaces, comment threads, task assignments, and real-time editing. It is a tool that makes your team more efficient at managing clients.
OnboardFi automates the interactions themselves. The AI agent qualifies, demos, and onboards without requiring your team to be present. It runs 24/7, on any timezone, with no calendar required. This is a fundamentally different approach — automation of the interaction, not just the workspace around it.
Pricing
FuseBase offers a free tier for individuals and paid plans starting around $9 per user per month. Pricing scales with team size and features needed. For small teams, the entry cost is low.
OnboardFi's Basic Plan is $225/month (or $2,100/year), includes 5 agents (any combination of Embedded and Demo Agents), 100 sessions per month, and a 14-day free trial. Additional sessions cost $1.50 each. The pricing model is per-platform, not per-seat — it does not scale with team size.
When FuseBase Is the Better Choice
FuseBase and OnboardFi solve different problems. FuseBase is the right tool when you need structured collaboration with clients.
Teams that need full project management with clients
FuseBase combines client portals with task management, timelines, and team collaboration. If you need clients to track project progress, assign tasks, and collaborate on deliverables, FuseBase is built for that.
Organizations that rely heavily on document sharing
FuseBase has a rich document editor, file organization, wikis, and embedded content. If your client relationships center around shared documents and knowledge bases, FuseBase provides a deeper document layer.
Agencies and service businesses managing multiple client projects
FuseBase is designed for agencies that juggle many clients with different deliverables. Its workspace-per-client model, combined with project tracking, fits service businesses well.
When OnboardFi Is the Better Choice
You want AI agents handling client interactions, not static portals
Instead of building a portal and hoping clients navigate it, OnboardFi provides AI agents that actively engage clients. The AI qualifies, demos, and onboards — your team focuses on closing and delivering.
You need pre-sale qualification and post-sale onboarding in one system
FuseBase starts after the sale. OnboardFi starts when a visitor lands on your website. Embedded Agents qualify leads, then Demo Agents walk them through your product, and the Customer Portal extends into post-sale support.
You want voice-first, not document-first
OnboardFi is built around voice conversations with AI avatars. Clients speak to the AI, ask questions, and get immediate answers while watching the AI navigate your product. It is a fundamentally different interaction model than browsing a document portal.
You want to reduce manual onboarding effort
FuseBase still requires your team to create content and manage projects. OnboardFi automates the interaction itself — configure the AI once, and it handles onboarding sessions 24/7 without your team needing to be present.
Common Questions
Is OnboardFi a direct replacement for FuseBase?
No. They solve different problems. FuseBase is a client portal for document sharing, project management, and collaboration. OnboardFi is an AI-led platform where agents handle qualification, demos, and onboarding through voice. Some teams may use both — OnboardFi for AI-led interactions and FuseBase for ongoing project collaboration.
Does OnboardFi offer document sharing or project management?
No. OnboardFi focuses on AI-led client interactions — voice conversations, qualification, live demos, and onboarding. If you need shared workspaces, task boards, and file management, FuseBase has a significantly deeper feature set for those needs.
Can clients type instead of speaking on OnboardFi?
No. OnboardFi is voice-first — clients interact by speaking through their microphone. There is no text chat input. If your clients prefer text-based or asynchronous communication, FuseBase's portal model is a better fit.
How does OnboardFi's Customer Portal compare to FuseBase's client portal?
OnboardFi's Customer Portal extends the AI-led experience into post-sale — AI agents handle onboarding and ongoing support with unified data across the entire client journey. FuseBase's portal is a broader collaboration workspace with document editing, task management, and team features. Different tools for different interaction models.
See the Difference for Yourself
The best way to compare is to experience it. Start a 14-day free trial or schedule a live demo to see how AI-led client interactions work.
Ready for AI-led client interactions?
See how OnboardFi's AI agents qualify, demo, and onboard your clients 24/7.
