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