OnboardFi brings every customer interaction, AI experience, and operational workflow into one coordinated ecosystem. Each product pillar plays a distinct role while sharing unified data, automation, and brand control.

Explore the ecosystem

Use the quick links below to jump directly into each pillar, or keep reading for an end-to-end view of the journey.

Platform Pillars at a Glance

  • Embedded AI Agent: Engage prospects instantly with conversational lead capture and in-flow actions.
  • Customer Portal: Deliver branded, lifecycle-aware workspaces for every client.
  • Customer Oracle: Ask real-time questions and surface AI-powered insights across all customer data.
  • Reporting & Analytics: Monitor portfolio health, team performance, and revenue impact.
  • Task Management: Coordinate workstreams tied directly to lifecycle stages and outcomes.
  • Integrations: Connect to calendars, CRMs, email, and custom systems for seamless workflows.
  • Templates: Launch proven playbooks that evolve with your business.

Customer Journey Blueprint

OnboardFi orchestrates the full lifecycle so teams move in lockstep with customers.

Stage 1: Attract

  • Embedded AI Agent qualifies visitors, answers questions, and schedules meetings in real time.
  • Leads arrive with full conversation context and capture history for immediate follow-up.

Stage 2: Evaluate

  • Prospects enter a branded evaluation portal with calculators, demos, and guided tasks.
  • Customer Oracle surfaces engagement signals so sales and success know when to accelerate.

Stage 3: Onboard

  • Lifecycle templates generate onboarding playbooks with clearly owned phases and tasks.
  • Integrations sync milestones to CRM and revenue tools while Oracle flags emerging blockers.

Stage 4: Activate

  • Active customer portals emphasize adoption metrics, QBR cadences, and expansion paths.
  • Reporting & Analytics highlight feature utilization, health scores, and renewal indicators.

Stage 5: Retain & Grow

  • Ongoing collaboration, AI support, and automation keep momentum high without extra headcount.
  • Insights loop back into templates, enabling continuous optimization across the customer base.

Why It Works

Unified outcomes

Every interaction feeds the same knowledge graph and automation engine, creating compound value with each customer touch.

  • Unified Data keeps documents, conversations, tasks, and analytics synchronized across teams.
  • AI Everywhere delivers context-aware guidance in portals, chats, tasks, and insights.
  • Operational Scale allows teams to manage hundreds of customers with consistent quality.
  • Premium Experience showcases your brand with polished portals and proactive support.
  • Automation & Templates remove repetitive work so humans focus on strategy.
  • Insight Loop turns activity into decisions through Oracle answers and executive dashboards.

Quick Start Checklist

  1. Deploy the Embedded AI Agent

    Drop the snippet onto your website to begin capturing enriched leads immediately.

    Launch Your First Customer Portal

    Use a lifecycle template, customize the branding, and publish under your domain.

    Connect Core Integrations

    Link Gmail, Google Calendar, CRM, and automation tools to unlock end-to-end workflows.

    Ask Customer Oracle Anything

    Review engagement, blockers, and expansion signals without combing through disparate systems.

    Review Analytics Regularly

    Adopt dashboards for journey health, revenue impact, and operational performance.

    Evolve Templates Continually

    Refine playbooks, adapt automations, and apply updates across future engagements.

Continue Exploring

Jump into the detailed guides for each pillar to see configuration steps, best practices, and advanced use cases:

Ready to see it all in action? Combine the guides above with your first portal launch to experience the complete OnboardFi journey.