Onboarding portals that ensure implementation success
Transform the same customer portal from sales evaluation into implementation headquarters—where your onboarding team and AI agents collaborate to deliver successful customer outcomes.
Request demoSeamless transition from prospect to successful customer
The customer portal automatically evolves from sales-focused to implementation-focused while preserving all relationship context. Your customers continue using the same branded portal they know, while your implementation team gains access to coordinate onboarding with AI agent assistance.
OnboardFi's intelligent onboarding portals transform new customers into successful users with AI-guided implementation, automated task execution, and predictive project intelligence. Ensure smooth transitions from sales to success.
Everything your implementation team needs for seamless onboarding
Contextual implementation coordination
Your customer continues using their familiar portal while your implementation team joins to coordinate onboarding activities, with all sales context automatically preserved from the evaluation phase.
Sales discovery insights inform implementation planning
Customer stakeholder relationships maintained
Technical requirements from demos integrated into setup
Hybrid implementation support
AI agents handle routine onboarding tasks like system configuration and documentation delivery, while your implementation specialists focus on complex integrations and strategic guidance.
AI agents for setup automation and progress tracking
Human experts for complex configurations and training
Customer can interact with both through same portal interface
Intelligent onboarding orchestration
The portal transforms its interface and workflows for implementation while maintaining the customer's familiar experience and your team's complete visibility into the onboarding journey.
Dynamic portal interface adapts to onboarding phase
Progress tracking and milestone management
Predictive insights for implementation success