# OnboardFi

> OnboardFi is an AI-led growth platform that replaces static forms, calendar schedulers, and manual follow-ups with intelligent AI agents across the entire customer lifecycle. Built for B2B SaaS companies, OnboardFi provides embedded AI SDRs, interactive demo agents, and branded client portals — all sharing one identity layer and one data model from first website visit through onboarding and ongoing customer success. Founded by theGPTlab, Inc. and headquartered in Atlanta, Georgia.

## Core Pages

- [Homepage](https://www.onboardfi.com/): Official homepage describing OnboardFi's AI-led growth platform for sales, demos, and customer onboarding.
- [About](https://www.onboardfi.com/about): Company information, mission, leadership team, and the vision behind AI-led growth.
- [Pricing](https://www.onboardfi.com/pricing): Plans and feature comparison for OnboardFi's AI agent platform.
- [Contact Sales](https://www.onboardfi.com/contact-sales): Request a demo or speak with the OnboardFi sales team.

## Products

- [Embedded Agent](https://www.onboardfi.com/embedded-agent): AI SDR widget that engages website visitors through real-time voice and video conversation, qualifies leads, captures intent, and books meetings automatically — 24/7 across all time zones.
- [Guide Agent](https://www.onboardfi.com/guide-agent): AI-powered interactive product demo agent that delivers personalized walkthroughs on branded landing pages, adapting in real time based on buyer interest. No calendar invite required.
- [Customer Portal](https://www.onboardfi.com/customer-portal): Branded client portal that transitions from deal room to onboarding hub to customer success headquarters, with an AI Oracle providing intelligent guidance and proactive check-ins.
- [AI Action Agents](https://www.onboardfi.com/ai-action-agents): AI agents for automating customer journey workflows across qualification, onboarding, and success management.

## Use Cases

- [Sales](https://www.onboardfi.com/use-cases/sales): How sales teams use OnboardFi's AI agents for collaborative sales rooms and seamless handoff to onboarding.
- [Onboarding](https://www.onboardfi.com/use-cases/onboarding): How onboarding teams reduce time-to-value with guided checklists, approvals, and AI assistance.
- [Customer Success](https://www.onboardfi.com/use-cases/success): How customer success teams drive expansion revenue with predictive intelligence and growth tracking.

## Competitor Comparisons

- [Compare Hub](https://www.onboardfi.com/compare): Compare OnboardFi to alternative solutions across AI SDR, demo automation, and client portal categories.
- [OnboardFi vs Qualified](https://www.onboardfi.com/compare/qualified): Comparison with Qualified, an enterprise AI SDR with deep Salesforce integration.
- [OnboardFi vs Drift](https://www.onboardfi.com/compare/drift): Comparison with Drift (now part of Salesloft), a conversational marketing platform built around text-based chat.
- [OnboardFi vs Intercom](https://www.onboardfi.com/compare/intercom): Comparison with Intercom, a customer messaging platform expanding into AI-driven sales engagement.
- [OnboardFi vs Consensus](https://www.onboardfi.com/compare/consensus): Comparison with Consensus, a demo automation platform using pre-recorded video tours and interactive simulations.
- [OnboardFi vs Walnut](https://www.onboardfi.com/compare/walnut): Comparison with Walnut, a no-code demo creation platform for click-through product experiences.
- [OnboardFi vs Navattic](https://www.onboardfi.com/compare/navattic): Comparison with Navattic, an interactive product tour builder for marketing sites.
- [OnboardFi vs Storylane](https://www.onboardfi.com/compare/storylane): Comparison with Storylane, a screenshot-based demo builder with HTML capture.
- [OnboardFi vs FuseBase](https://www.onboardfi.com/compare/fusebase): Comparison with FuseBase, a client collaboration platform with portals and project management.
- [OnboardFi vs Moxo](https://www.onboardfi.com/compare/moxo): Comparison with Moxo, a client interaction hub for financial and professional services.
- [OnboardFi vs SuiteDash](https://www.onboardfi.com/compare/suitedash): Comparison with SuiteDash, an all-in-one business suite with client portals and CRM.

## Documentation

- [Docs Hub](https://www.onboardfi.com/docs): Official product documentation covering platform setup, configuration, and usage.
- [Platform Overview](https://www.onboardfi.com/docs/platform-overview/onboardfi-product-ecosystem): Overview of the OnboardFi product ecosystem and how the three agent types work together.
- [Getting Started](https://www.onboardfi.com/docs/getting-started/launch-in-minutes): Quickstart guide for launching your first OnboardFi workspace and portal.
- [Embedded AI SDR](https://www.onboardfi.com/docs/embedded-ai-sdr/immersive-visitor-engagement): Documentation for deploying and configuring the Embedded Agent on your website.
- [Customer Lifecycle Management](https://www.onboardfi.com/docs/customer-lifecycle-management/prospect-intelligence): How OnboardFi manages the full customer lifecycle from prospect intelligence through long-term success.
- [Integration Ecosystem](https://www.onboardfi.com/docs/integration-ecosystem/data-synchronization-layer): API and integration documentation for connecting OnboardFi with existing tools.
- [Changelog](https://www.onboardfi.com/changelog): Latest product updates and feature releases.

## Blog

- [Blog](https://www.onboardfi.com/blog): The AI-Led Growth Blog covering customer lifecycle automation, AI SDR strategy, and SaaS go-to-market.
- [What is AI-Led Growth? The Complete 2026 Guide](https://www.onboardfi.com/blog/ai-led-growth-2026): Comprehensive guide defining AI-led growth, how it differs from product-led growth, and why intelligent agents are the next go-to-market engine.
- [AI-Led Growth for Enterprise Sales](https://www.onboardfi.com/blog/ai-led-growth-enterprise-sales): How to deploy intelligent agents in complex, multi-stakeholder enterprise deals without losing the human edge.
- [The Death of the Human Gatekeeper](https://www.onboardfi.com/blog/death-of-human-gatekeeper): Why the form-and-wait inbound model is being replaced by AI agents that qualify and convert buyers instantly.
- [The CSM's Guide to AI-Powered Insights](https://www.onboardfi.com/blog/customer-success-ai-insights): How AI transforms customer success through predictive analytics, churn prediction, and intelligent automation.

## Guides

- [Guides Hub](https://www.onboardfi.com/guides): Step-by-step tutorials for setting up and managing OnboardFi workspaces and client portals.
- [Project Setup: Foundations](https://www.onboardfi.com/guides/project-setup-foundations): How projects work in OnboardFi — structure, branding, and workspace configuration.
- [Project Setup: Collaboration and Delivery](https://www.onboardfi.com/guides/project-setup-collaboration): Team collaboration, portal publishing, and operational habits for delivering client experiences.