From the first website hello to the forever customer. Choose the plan that fits your growth stage—whether you need a 24/7 SDR to capture leads or a full operating system for customer success.
All plans include a 14-day free trial. Each plan comes with session credits included. Need more? Pay only for what you use beyond your credits.
Included monthly:
100 Session Credits
AI SDR + Demo Agent for lead qualification
Current PlanBasic includes
Included monthly:
200 Session Credits
Full agent suite with project portals
Start 14-Day TrialEverything in Basic, plus
Included monthly:
400 Session Credits
Enterprise-grade with unlimited agents
Start 14-Day TrialEverything in Pro, plus
Tailored solutions for large organizations
Contact SalesAll Plus features, plus
All plans include a 14-day free trial. Cancel anytime.
See exactly what's included in each plan
| Feature | Basic | Pro | Plus |
|---|---|---|---|
| Pricing | |||
Monthly Price | $225/month | $550/month | $800/month |
Annual PriceBilled annually | $2,100/yearSave $600 | $6,000/yearSave $600 | $9,000/yearSave $600 |
Included Session CreditsPer month | 100 credits | 200 credits2x Basic | 400 credits4x Basic |
| AI Agents | |||
Agent LimitTotal agents you can create | 5 agents | 20 agents | Unlimited |
Embedded AI SDR | |||
AI Demo Agent | |||
Custom Avatars & VoicesPersonalize your agents | |||
Guardrails & Behavior RulesControl agent responses | |||
Multi-language Support | |||
| Project Portals | |||
Customer PortalsBranded workspaces for clients | — | ||
Portal LimitNumber of client portals | — | Unlimited | Unlimited |
Lifecycle Stage TrackingProspect → Onboarding → Active | — | ||
Document & File SharingWithin portals | — | ||
Task ManagementAssign tasks to clients | — | ||
| Integrations | |||
CRM SyncSalesforce, HubSpot | |||
Calendar SyncGoogle, Outlook | |||
Webhooks | — | ||
Slack IntegrationNotifications & commands | — | — | |
Custom API AccessBuild custom integrations | — | — | |
| Analytics & Insights | |||
Conversation AnalyticsSession logs & transcripts | 7 days | 30 days | 90 days |
Lead ScoringAI-powered qualification | Basic | Advanced | Advanced + Custom Rules |
Funnel AnalyticsVisitor → Lead → Demo → Close | |||
Customer Health ScoresPredict churn & expansion | — | — | |
| Support | |||
Support Level | Email48hr response | Priority Email24hr response | Priority + Slack4hr response |
Onboarding Assistance | Self-serve docs | 1 onboarding call | Dedicated onboarding+ quarterly reviews |
Dedicated Account Manager | — | — | |
Cost of 1 Human SDR (Annual)
$85,000
Based on average SDR salary + overhead
Cost of OnboardFi Basic (Annual)
$2,100
Platform fee for 24/7/365 coverage
Annual Savings
$82,900
You get a 24/7 AI sales rep that never sleeps, never takes a vacation, and costs 97% less than a human. Plus, it responds in under 1 second.
Every AI conversation—whether with an Embedded Agent on your website, a Demo Agent walking through your product, or a Project Agent in a customer portal—uses 1 session credit. Your plan includes credits each month, and you only pay for overages. Sessions under 30 seconds are tracked but not billed.
Credits reset each billing period and do not roll over.
If you go over your included session credits, overage sessions are billed at your plan’s rate: Basic at $1.50/session, Pro at $1.00/session, and Plus at $0.75/session. For example, if you’re on the Pro plan and use 350 sessions in a month, the first 200 are included and the remaining 150 are billed at $1.00 each ($150 overage).
The Inbound Engine (Basic Plan) is for companies focused on converting website traffic. You get an embedded AI SDR and Demo Agents to qualify visitors and run product walkthroughs 24/7. The Lifecycle OS (Plus Plan) is for companies with longer sales cycles—typically 3-6+ months—who have dedicated SDRs, AEs, and Customer Success teams. It equips all three departments with AI agents and provides a unified source of truth (Project Portals) so no data is lost as deals move from stage to stage.
Upgrade when you start feeling the pain of handoffs. If your AEs are asking "what did the SDR promise?" or your CS team is saying "I don't know what was sold," you need the Lifecycle OS. It creates a single, persistent record for every customer relationship—from first touch to renewal.
You'll be prompted to upgrade to Pro (20 agents) or Plus (unlimited agents). We won't shut off your existing agents—you just won't be able to create new ones until you upgrade.
Yes. Upgrades are applied immediately and pro-rated. Downgrades take effect at the end of your current billing cycle.
Yes. All plans include a 14-day free trial. During the trial, you get full access to the plan you select. Sessions during the trial are not billed.
Yes. For organizations needing SSO, custom invoicing, SLA guarantees, dedicated support, or private cloud deployment, please contact our Enterprise team.
Basic: CRM (Salesforce, HubSpot) and Calendar (Google, Outlook) sync. Pro: Everything in Basic, plus Webhooks for custom workflows. Plus: Everything in Pro, plus premium integrations (Slack, custom API access) and priority support for new integration requests.
Experience how B2B software companies achieve 150% net revenue retention through intelligent relationship management.
