Turn Every Customer Into a Success Story

The OnboardFi Customer Success Solution gives your CS team complete visibility, instant context, and AI-powered engagement—so you can manage more accounts, identify risks earlier, and drive expansion at scale.

Scale Your CS Team

The Customer Success Problem

CS teams are stretched thin:

✕Too many accounts per CSM — impossible to give every customer the attention they need
✕Context is scattered — information lives in CRM, tickets, Slack, email, and notes
✕Handoffs are messy — new CSMs start from zero when accounts transfer
✕Health signals are lagging — you find out about problems after customers are already frustrated
✕Routine check-ins take time — CSMs spend hours on status updates instead of strategic work
✕Customers repeat themselves — "I already told your colleague about this last month"

Meanwhile, leadership expects retention, expansion, and NPS—with the same headcount.

The Solution Stack

Customer Portal: The Customer's Home Base — A branded workspace where customers access support, resources, and their success team. One destination for everything.

AI Oracle: Instant Customer Intelligence — Ask any question about any customer and get an instant answer. Complete context from sales through onboarding through today.

Embedded Agent: 24/7 Customer Support — Answer customer questions, solve problems, and provide guidance anytime—without waiting for a human.

Guide Agent: Feature Adoption Training — Help existing customers discover and learn new features. Drive adoption and increase product engagement.

These four components work together to transform reactive customer success into a proactive, intelligent, and scalable operation.

Customer Success Workflow

Before: The Old Way

↓ Customer ghosts check-in emails
↓ CSM scrambles to find context
↓ Support ticket reveals frustration
↓ Emergency escalation meeting
↓ Damage control (too late)
↓ Churn

😰 Reactive, stressful, unpredictable

After: With OnboardFi

↑ Oracle alerts: engagement dropping
↑ CSM has instant context
↑ Proactive outreach with specific value
↑ Customer feels heard
↑ Problem solved before it escalates
↑ Renewal closes, expansion discussed

🎯 Proactive, confident, predictable

Key Capabilities

Health Visibility
See customer health at a glance—engagement, usage, support tickets, and sentiment. Know which accounts need attention before they raise their hand.
- Real-time health scores
- Usage and engagement tracking
- Early warning alerts
Instant Context
Ask the AI Oracle anything about any customer: "What were the key outcomes from their last QBR?" "What features have they requested?" "When did they last log in?"
- Natural language queries
- Complete relationship history
- No more context hunting
Scaled Account Management
AI agents handle routine inquiries, check-ins, and training. CSMs focus on strategic relationships and expansion conversations.
- AI-powered tier-1 support
- Automated feature training
- CSMs for high-value interactions only