Customer portals are the heartbeat of the OnboardFi experience. Each portal is a secure, branded workspace that evolves with the customer journey--from evaluation through long-term success--while keeping teams, documents, and AI support in one place.
Spin up portals in minutes
Select a template, apply branding, and publish to your custom domain to deliver a premium experience instantly.
Architecture Highlights
- Custom subdomains such as
acme.yourdomain.comfor a white-labeled feel. - Isolated tenants to protect data privacy and meet compliance requirements.
- Lifecycle-aware layouts that adapt stages, tasks, and resources over time.
Collaboration Essentials
Document Management
| Space | Purpose | Visibility |
|---|---|---|
| Default Space | Shared project documents | Clients & internal team |
| Deliverables | Final outputs and milestones | Clients & internal team |
| Client Materials | Resources provided to clients | Clients |
| Internal Docs | Internal-only files | Team only |
| Design Assets | Creative collateral | Configurable |
Drag-and-drop uploads, version history, and granular permissions ensure everyone works with the latest, appropriate artifacts.
Real-Time Engagement
- Presence indicators show who is active and where.
- Threaded comments keep conversations tied to specific tasks or milestones.
- Live editing enables multiple contributors to update content simultaneously.
AI in the Portal
- Voice-enabled agents offer instant answers and guidance.
- Task-specific assistants help users complete deliverables step by step.
- Multi-agent workflows coordinate onboarding, support, and account management roles.
Brand Customization Toolkit
Make every portal feel bespoke
Adjust global themes once, then override styling for high-touch accounts when needed.
- Color systems: Set primary, secondary, and accent colors that cascade throughout the UI.
- Logos & imagery: Upload your brand or co-brand with client assets for joint initiatives.
- Advanced theming: Apply custom CSS for pixel-perfect alignment with brand guidelines.
Task Infrastructure
The portal's task engine keeps workstreams structured and transparent.
- Phase-based organization aligns tasks to lifecycle milestones (Discovery, Configuration, Testing, etc.).
- Rich task fields capture status, priority, due dates, subtasks, attachments, and dependencies.
- Automations trigger reminders, unlock next phases, and update external systems via integrations.
Build and Launch Guide
Add the Client Profile
Input contact details, lifecycle stage, and metadata so templates can adapt appropriately.
Choose a Template
Pick the best-fit playbook (prospect, onboarding, active success) or combine multiple templates for longer journeys.
Customize Structure & Branding
Edit phases, copy, and visuals. Inject logos and colors to deliver a polished, on-brand experience.
Upload Key Resources
Populate document spaces, embed links, and prepare AI agents with curated knowledge.
Configure Access & Security
Assign roles to internal teammates and client stakeholders, enable password or magic link access, and set expiry policies.
Publish & Announce
Run the readiness check, publish to your domain, and send the welcome message so stakeholders can dive in.
Business Impact
- Single source of truth replaces scattered emails and shared drives.
- Client transparency reduces status update meetings by up to 70%.
- Professional brand presence differentiates you from generic onboarding tools.
- Scalable delivery lets teams serve 10 or 1,000 clients with the same level of organization.
- Faster onboarding accelerates time-to-value through guided phases and embedded AI.
- Lower support burden as clients self-serve answers and resources within the portal.
Ready to empower your team? Continue with Customer Oracle to see how insights keep every portal on track.