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OnboardFi

onboardfi.comAI support agents

PulseGate's liveness check found it on 3 Oct 2026; it has been in the index since 29 Jun 2026. How this is checked

OnboardFi is an AI-powered platform for B2B teams to automate customer onboarding, qualify inbound leads, and deliver instant product demos. It features embedded AI agents, voice-guided onboarding, and a branded customer portal to streamline the entire customer journey and improve adoption.

Inferred · not functionally tested

FreemiumWebCloud-managedAPI
OnboardFi preview
Visit onboardfi.com

Overview

5 features

Purpose: Manual and fragmented customer onboarding processes that slow down lead qualification and product adoption.

Inferred · not functionally tested

Audience: b2b sales and customer success teams

Inferred · not functionally tested

Functions: agents, workflow_automation, collaboration

Inferred · not functionally tested

Interfaces: API: indicated (inferred, not tested) · MCP: unknown · CLI: unknown · Self-hosting: unknown

Recorded constraints: pricing: freemium · license: Proprietary · platforms: WEB · deployment: browser, cloud_managed, api_only

Constraint provenance is unknown; confirm requirements with the publisher.

Record sources: onboardfi.com. These links do not verify the individual claims.

OnboardFi sits in PulseGate's AI support agents category. Inferred · not functionally tested: Manual and fragmented customer onboarding processes that slow down lead qualification and product adoption. Inferred · not functionally tested: OnboardFi is a B2B product aimed at b2b sales and customer success teams. Basis unknown · not verified: There is a free tier, and paid plans start at $49. Basis unknown · not verified: OnboardFi is available on the web and API.

OnboardFi first shipped in 2024. Inferred · not functionally tested: Key capabilities include AI sales rep, lead qualification, and voice-guided demos. Inferred · not functionally tested: Catalogued interfaces include a public API.

Summary written by a language model from the project’s public pages.

Tasks: Inferred · not functionally tested

  • AI sales rep
  • Lead qualification
  • Voice-guided demos
  • Customer portal
  • Onboarding checklists

Topics: Inferred · not functionally tested

Tags
ai-onboardingdemo-agentlead-qualificationcustomer-successsales-automation
AI capabilities
Text
Inference: Cloud API

JSON profile · Text profile · Access guide

Built with & integrations

Framework
Next.js
Hosting
Vercel
AI providers
openai
Connectors
API
Runs on
BrowserCloud-managedAPI-only
Detected from
Next.js
/_next/static/ in the HTML · __next_f in the HTML
Vercel
x-vercel-id header · x-vercel-cache header

Trust & compliance

Public signals

Indexing history

What PulseGate has recorded for this listing

Nothing recorded for this listing in this window.

Frequently asked questions about OnboardFi

What does OnboardFi do?
Inferred · not functionally tested: Manual and fragmented customer onboarding processes that slow down lead qualification and product adoption. It is catalogued under AI support agents on PulseGate.
Who is OnboardFi for?
Inferred · not functionally tested: OnboardFi is a B2B product built for b2b sales and customer success teams.
How much does OnboardFi cost?
Basis unknown · not verified: Paid plans start at $49, and a free tier is available.
What platforms does OnboardFi run on?
Basis unknown · not verified: OnboardFi runs on the web and API.
Is OnboardFi still active?
PulseGate's liveness check found it on 3 Oct 2026.
What projects are similar to OnboardFi?
Similar projects tracked by PulseGate include OnBoardAI, Fluidworks Onbi, and Onboarding0.OnBoardAIFluidworks OnbiOnboarding0
When did OnboardFi launch?
OnboardFi first shipped in 2024.
Does OnboardFi have an API or integrations?
Inferred · not functionally tested: Yes — OnboardFi exposes a public API.

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