Changelog

We're excited to announce Tutorial Agents 2.0—a complete redesign of how users learn and interact with your product through AI-guided experiences.

Multi-Objective Journeys

Create structured, step-by-step tutorials with multiple objectives and real-time completion tracking. Guide users through complex workflows while measuring progress at every stage.

Voice Personality Selection

Choose from multiple AI voice personalities to match your brand tone. Whether you need professional, friendly, or enthusiastic—find the voice that represents your company best.

Demo Styles

Three distinct interaction modes, each with unique pacing and conversational techniques:

• Onboarding — Educational focus with patient, thorough explanations
• Sales — Persuasive approach highlighting value and outcomes
• Support — Helpful tone focused on problem resolution

Call-to-Action Buttons

Automatically display customizable CTAs when users complete their objectives. Convert engaged users at the perfect moment with contextual next steps.

Visual Cursor & Smart Scrolling

Enhanced visual feedback with cursor overlays, click effects, and intelligent scrolling indicators. Users always know exactly where to look and what to do next.

Agent Customization

• Custom Avatar & Banner Images — Personalize every agent with branded imagery
• Agent Analytics Dashboard — View total sessions and average completion rates at a glance

AI SDR Improvements

• Optimized Conversation Flow — Redesigned 4-phase structure: Discovery → Solution → Lead Capture → Demo Booking
• Session Isolation — Each conversation is completely independent with zero memory leakage

Turn your embedded video widgets into intelligent sales development reps with our new AI SDR capabilities.

AI SDR for Embedded Agents

Transform your embedded agents into full-fledged sales development reps that qualify leads and book meetings 24/7.

Objectives & Guardrails

Define what your AI should accomplish and set boundaries for conversations. Keep interactions focused while ensuring your AI stays on-brand and on-topic.

Knowledge Base Integration

Upload documents to give your AI SDR product expertise. Your agent can reference product specs, pricing, FAQs, and more to answer prospect questions accurately.

Memory Configuration

Control how your AI retains and uses information across interactions. Configure session-level or persistent memory based on your use case.

Lead Capture Evolution

• Demo Button Tool — AI can present a branded CTA button after capturing lead information
• Source Tracking — Know whether leads came from form submissions or voice conversations
• Custom Greetings — Set personalized opening messages for each embedded agent

Embedding Options

• React Embed Shell — New React-based embedding option for advanced integrations
• Universal CORS Support — Embed OnboardFi widgets on any website without restrictions
• Light UI Template — Clean, minimal interface option for tutorial agents

Billing & Subscriptions

• New Pricing Tiers — Introducing BASIC, PRO, and PLUS plans with clear feature differentiation
• Usage-Based Billing — Automatic session metering with Stripe integration
• Session Breakdown — See exactly how your sessions are distributed across agent types

Streamline the lead-to-client journey with new client management features and project-scoped agents.

Client Management

One-Click Client Creation

Convert captured leads into client accounts instantly. No more manual data entry or switching between systems—go from lead to active client in a single click.

Session Integration

Link embedded agent conversations directly to client profiles. Every interaction is automatically associated with the right client record, building a complete history.

Source Attribution

Track which embedded agent or session generated each client. Understand your acquisition funnel and optimize the agents that drive the most conversions.

Project Agents

Project-Scoped Agents

Create agents tied to specific projects and workflows. Each project can have its own dedicated agent with context-aware knowledge and capabilities.

Task Association

Link agents to project tasks for contextual interactions. Your AI understands what needs to be done and can guide users through task completion.

Onboarding Experience

Redesigned Welcome Email

Beautiful new email template with quick-start guide and feature highlights:

• Step-by-step setup instructions
• Key feature highlights
• Direct links to documentation
• Support contact information

The new welcome flow reduces time-to-first-agent and improves activation rates across all customer segments.