Question 1

What is Onboardly?

Accepted Answer

Onboardly is an AI-powered customer onboarding platform for B2B SaaS companies. An autonomous agent manages onboarding for both your CS team and your customers — following your playbooks, sending nudges, tracking milestones, and escalating when it needs a human.

Question 2

How does Onboardly work?

Accepted Answer

Connect your CRM and the agent takes over. When a deal closes, Onboardly creates the account, follows your onboarding playbook, checks in with customers, tracks health signals, and gives your CS team a morning briefing on exactly who needs attention and what to do.

Question 3

What integrations does Onboardly support?

Accepted Answer

Onboardly integrates with ActiveCampaign, HubSpot, Salesforce, and Planhat for CRM. Email sync is available for communication intelligence. The platform auto-starts onboarding when deals close in your CRM.

Question 4

How long does it take to set up Onboardly?

Accepted Answer

60 seconds. Enter your company domain, and the AI agent researches your company and auto-configures your workspace — playbooks, terminology, health signals, and onboarding steps. No implementation project required.

Question 5

Can I control what the AI agent does?

Accepted Answer

Yes. You set the autonomy level per account. Start fully supervised — the agent drafts actions and you approve them. As you build trust, increase autonomy. The agent escalates anything it's unsure about, with full context and a recommended next step.