OnboardFi is an AI-powered sales and onboarding platform that connects an AI SDR and AI Demo Agent into one conversational system, handling demos, booking, pricing, and onboarding without handoffs or forms.
What is OnboardFi?
OnboardFi is an AI agent that runs across the entire customer lifecycle — from first site visit to post-sale retention. It takes buyer requests (voice or text) and outputs dynamically rendered pricing tables, booking flows, product demos, and onboarding checklists. The platform runs on a web-based interface with voice-to-voice capabilities and integrates with HubSpot for CRM data import. It is built by OnboardFi (no parent company stated).
Key Features
- Conversational AI (voice-to-voice) — Buyers speak naturally; the agent responds out loud in real time, eliminating form filling.
- Generative UI — When a buyer asks for pricing or a comparison, tables and charts render inside the conversation while the agent narrates.
- In-Conversation Booking — The agent surfaces a live calendar directly in the chat; no separate links or redirects.
- Conversational Enrichment — Every voice session is transcribed into structured insights (sentiment, signals, summaries) viewable in a dashboard.
- Agent Builder — Create and tune a voice agent: custom branding, greetings, and business context to keep responses on-message.
- CRM Connection — Import contacts from HubSpot; conversation data stays structured in OnboardFi and can be routed via webhooks to other GTM tools.
- One-Agent Lifecycle Coverage — The same agent handles demos, onboarding, pricing explanations, and post-sale engagement without handoffs.
Who is it for?
- Sales teams — Use the AI SDR to qualify high-intent buyers the moment they land on the website, then hand off to the AI Demo Agent for live product walkthroughs.
- Customer success teams — Deploy the same agent post-sale to onboard new users with full context from the demo conversation, reducing time-to-value.
- GTM operations — Enrich CRM data automatically with transcripts, sentiment, and buyer signals from every conversation, without manual entry.
What can you do with OnboardFi?
- Qualify leads and book demos: The AI SDR engages visitors, answers pricing questions, and schedules a live demo — all within the same chat.
- Run instant product demos: When a buyer asks "show me a demo," the agent generates a full product walkthrough in the conversation, narrated in real time.
- Onboard new customers: The agent that sold the customer also guides them through setup, using context from the sales call to avoid repeating information.
- Monitor account health post-sale: The agent stays with the customer, surfacing engagement signals (e.g., drop-off in usage) before churn becomes likely.
How does it work?
- A visitor arrives on the website and is greeted by the AI agent (voice or text).
- The agent can qualify the lead, show pricing tables, schedule a booking, or run a live product demo — all without redirecting to a separate tool.
- After the conversation, structured data (transcripts, sentiment, key signals) is stored in OnboardFi and optionally pushed to connected CRMs via webhooks.
Pricing
OnboardFi offers a freemium model. The Get Started Free link leads to a sign-up page; premium tiers are available but specific dollar amounts are not listed on the page.
FAQ
Is OnboardFi free to start?
Yes, OnboardFi has a freemium tier. You can begin at app.onboardfi.com without a credit card. The page does not specify free quota limits.
Does the agent integrate with my CRM?
OnboardFi connects with HubSpot to import contacts. Conversation data stays structured inside OnboardFi, and you can export it to other tools using webhooks.
