When you're ready to invite real clients, the portal go-live flow ensures everything looks, feels, and functions exactly as expected.
Preview before you publish
Use device previews and read-through mode to confirm the portal experience on desktop, tablet, and mobile before announcing the launch.
Pre-Launch Essentials
- Template selection: Start from a lifecycle template or combine multiple for a comprehensive journey.
- Brand alignment: Apply colors, typography, and imagery that match your visual identity.
- Content readiness: Populate tasks, documents, and AI prompts tailored to the customer's goals.
- Access controls: Decide which stakeholders receive admin, member, or viewer roles.
Go-Live Flow
Customize the Portal Structure
Refine phases, reorder tasks, and add contextual copy to reflect your engagement approach.
Add Supporting Materials
Upload deliverables, training resources, and reference links into the appropriate document spaces.
Configure AI Agents
Assign portal-wide or task-specific agents, define their prompts, and enable voice or text interactions.
Run the Readiness Check
OnboardFi validates branding assets, permissions, automations, and domain routing before launch.
Publish to Your Domain
With a single click, push the portal live and confirm the URL matches your branding strategy.
Announce to Stakeholders
Send the auto-generated welcome message (or customize it) so clients know what to expect and how to get started.
Post-Launch Momentum
Automate the rollout
Welcome messages, task assignments, and AI invitations trigger automatically so both teams hit the ground running.
- Monitor early activity through portal analytics and journey dashboards.
- Encourage clients to complete guided tours and review the onboarding checklist.
- Capture feedback to refine templates and improve future launches.
Ready to scale? Explore Customer Lifecycle Management to keep momentum high after launch.