Qualify inbound leads with buyer-intent signals
Use an AI SDR to capture role, urgency, and buying criteria in real time so sales teams prioritize high-fit prospects before manual follow-up starts.
Sales
AI Sales Automation — From Visitor to Qualified Demo in Minutes
Close more deals with less effort. OnboardFi's AI sales automation combines intelligent lead capture, automated demo workflows, and smart lead-to-demo handoffs to transform how your sales team operates.
Start Free Trial →The Sales Problem
Your sales processes are broken:
- ✕Unqualified leads waste time — reps spend hours chasing prospects who were never going to buy
- ✕Demo scheduling is a bottleneck — prospects wait days for a live walkthrough
- ✕International prospects fall through cracks — timezone gaps mean lost opportunities
- ✕Context is lost at handoffs — AEs ask "what did the SDR promise?"
- ✕Manual follow-up is inconsistent — hot leads go cold while reps juggle priorities
- ✕Every handoff requires human intervention — no automation from qualification to demo
Meanwhile, your website gets thousands of visitors. Most leave without converting.
AI Sales Agents That Qualify, Demo, and Close
Embedded Agent: Your AI SDR — Greets every visitor with video AI, qualifies leads through natural conversation, and captures information — all without forms. Available 24/7, handling unlimited simultaneous conversations.
Guide Agent: Interactive Product Walkthroughs — Voice-guided demos with full browser control. Prospects experience your product's key moments on their first visit, not their third call.
Workflow Automation: The Handoff That Works — Automated lead-to-demo workflows eliminate manual steps entirely. When a lead qualifies, OnboardFi automatically creates a personalized demo experience, sends a magic link email with one-click access, and delivers the prospect to the Guide Agent. No scheduling. No waiting. No human bottleneck.
From qualification to demo in minutes, not days. Your reps focus on closing while AI handles the top of funnel.
Automated Lead Qualification to Demo in Minutes
Before: The Old Way
- 1. Visitor lands on website
- 2. Fills out a form (maybe)
- 3. Waits 24-48 hours for SDR response
- 4. Qualification call scheduled
- 5. Another wait for demo scheduling
- 6. Demo finally happens (5-10 days later)
Time to qualified demo: 5-10 days
After: With OnboardFi
- 1. Visitor lands on website
- 2. Embedded Agent engages immediately via video AI
- 3. Qualification happens in real-time conversation
- 4. Workflow triggers automatically
- 5. Personalized demo email sent with magic link
- 6. Prospect clicks and starts demo instantly
- 7. Meeting booked before they leave
Time to qualified demo: 10 minutes
AI SDR Capabilities
Lead Qualification
The Embedded Agent asks the right questions to understand budget, authority, need, and timeline — automatically scoring and routing leads to the right rep. Natural conversation qualification via video AI with configurable criteria and objectives.
Natural conversation qualification
Configurable qualification criteria
Smart routing to the right rep
Automated Demo Delivery
No more scheduling ping-pong. When leads qualify, automated workflows deliver personalized demos instantly. Magic link authentication gives prospects one-click access with 24-hour expiration for urgency. Zero manual intervention required.
Lead-to-demo workflow automation
Magic link one-click access
Zero manual intervention required
Demo Personalization
The Guide Agent adapts to what the prospect cares about. Multiple demo styles — sales discovery, onboarding, and support — with up to 5 learning objectives per session and configurable calls-to-action at completion. Voice selection lets you match your brand's personality.
Multiple demo styles
Up to 5 learning objectives
Voice selection to match your brand
Analytics for Sales Leaders
Pipeline Visibility
See conversion rates at every stage — from visitor to lead to demo to meeting booked. Identify bottlenecks and optimize your funnel with real-time dashboards.
Lead Intelligence
Understand what prospects ask most, which features drive interest, and where conversations drop off. Full conversation transcripts with AI-enhanced insights.
Workflow Performance
Track automated workflow success rates. See how many leads flow through to demos, email open rates, and demo completion rates.
Rep Performance
Track how leads perform after handoff. Compare conversion rates across reps and identify coaching opportunities.
Customer Onboarding Software Checklist for Sales Teams
Teams evaluating customer onboarding software for revenue workflows need more than static forms. They need guided qualification, demo orchestration, and context-rich handoffs that keep pipeline velocity high.
Trigger instant demo delivery after qualification
Launch personalized demo pathways the moment a lead qualifies to reduce scheduling delays and preserve conversion intent.
Preserve conversation context across handoffs
Pass transcript-backed qualification details into demo and AE workflows so every seller starts with complete context.
Track lead-to-demo workflow performance by segment
Measure conversion velocity and drop-off points across inbound segments so RevOps can optimize routing and follow-up plays.
For execution depth, pair this playbook with embedded qualification, guided demo delivery, and post-demo onboarding orchestration.
Sales Execution Tracks
Pair your sales qualification strategy with OnboardFi execution tracks to automate lead capture, demo delivery, and post-close onboarding end to end.
Embedded Lead Qualification
Deploy a voice and video AI agent on your website to qualify inbound leads 24/7 and capture buyer intent before your team engages.
Guided Demo Delivery
Launch personalized, AI-guided demo workflows the moment a lead qualifies to reduce scheduling friction and capture conversion intent.
Post-Demo Onboarding Portal
Transition closed deals into structured onboarding workflows with a customer-facing portal that tracks milestones and accelerates time-to-value.
Sales Conversion Reporting
Track lead-to-demo conversion velocity, workflow completion rates, and rep performance from one sales automation dashboard.
AI Sales Automation FAQ
- What is an AI SDR and how does OnboardFi use it?
- An AI SDR (Sales Development Representative) is an AI agent that handles lead qualification and engagement automatically. OnboardFi's Embedded Agent acts as your AI SDR — it greets website visitors with voice and video AI, qualifies them through natural conversation, and captures lead information 24/7.
- How does the automated demo delivery work?
- When a lead qualifies through the Embedded Agent, an automated workflow creates a personalized demo experience and sends the prospect a magic link via email. They click once and immediately start an interactive, voice-guided product walkthrough with the Guide Agent — no scheduling required.
- What integrations does OnboardFi support for sales teams?
- OnboardFi supports HubSpot contact import, webhook integrations for custom workflows, and automated email delivery via magic links. Lead data captured by AI agents is stored in the OnboardFi dashboard with full conversation transcripts.
- Can OnboardFi work alongside my existing sales team?
- Yes. OnboardFi handles top-of-funnel qualification and demo delivery so your sales team can focus on closing. AI agents manage repetitive tasks while your AEs engage with already-qualified, high-intent prospects.
- How quickly can I deploy OnboardFi on my website?
- The Embedded Agent deploys with a single script tag on your website. Configure the AI's greeting, qualification criteria, and branding through the dashboard. Start with a 14-day free trial to test the full experience.
Learn more: AI SDRs vs. Human SDRs · Embedded Agent · Guide Agent · Customer Portal · Pricing
Ready to Transform Your Sales?
Your website is already getting traffic. The Embedded Agent turns that traffic into qualified conversations. Automated workflows deliver personalized demos instantly. Your AEs close more deals with less wasted effort.
Start Free Trial