Stop running customer onboarding by hand.
Put an agent on it.
Install Onboard's connector into Claude, ChatGPT, or Gemini and a working library of AI functions runs your onboarding across every system you use - CRM, Slack, Gmail, calendar, and Onboard itself.
- Live in your LLM in under an hour
- Works with Claude, ChatGPT, Gemini
- Permissions flow through your OAuth
Trusted by Teams At
The first onboarding platform built for the AI era.
From install to working agents in three steps - no engineering project required.
Connect
Install the Onboard MCP plugin in Claude, ChatGPT, or Gemini. One-click setup with OAuth.
Configure
Pick your starting agents — we recommend onboarding, setup, and review. We load context.
Run
Morning briefs. Drafted replies. Flagged risks. Your team stays in control.
Nine AI functions. Start with three.
Each function does a defined job in your business. Pick the ones you need. Add more as you grow.
Onboarding
Handles 60-70% of daily onboarding work. Morning briefs, deadline nudges, drafted replies, task review.
Setup
Builds templates, configures workflows, and sets up new project structures without manual work.
Review
Senior view across projects. Who's overloaded, which projects slip, who needs support.
Chief of staff
Your cross-platform right hand. Calendar, email, deliverables, and what every other AI function is doing.
Reporting
Builds the reports leaders ask for. Aggregates across Onboard and your other systems.
Risk
Flags stalled tasks, ominous emails, quiet customers. Churn risk before it shows up.
Opportunity
Surfaces upsell and cross-sell signals from real customer activity, not guesses.
Product
Turns meeting notes and recurring friction into structured product feedback.
Document
Routes signed documents into the right folders and compliance systems. Retrieves on demand.
Tuesday with the onboarding AI.
One onboarder, one day, with the functions running alongside.
Three projects need attention. Friday go-live at risk — a customer-side task is two days overdue.
Reviewed, edited one sentence, sent. Customer reply drafted and approved.
12 of 13 done correctly. Flagged one missing configuration evidence file.
Three customer updates. Stakeholder change noted in the plan.
Slack follow-up. Agent drafts the answer from project context. Sent.
Today's completions. Tomorrow's priorities. Anything urgent.
Works with the systems you already use.
Through MCP and direct integrations
Asana
OpenAI
Claude
Domo
Fora
Gmail
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Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Asana
OpenAI
Claude
Domo
Fora
Gmail
Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Asana
OpenAI
Claude
Domo
Fora
Gmail
Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Asana
OpenAI
Claude
Domo
Fora
Gmail
Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Asana
OpenAI
Claude
Domo
Fora
Gmail
Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Asana
OpenAI
Claude
Domo
Fora
Gmail
Google Meet
HubSpot
Jira
Looker
Microsoft
Notion
Outlook
Pipedrive
Salesforce
Slack
Snowflake
Frequently asked Questions
Will the agent send something without my approval?
No. Every outbound communication - emails, Slack messages, customer-portal updates — is drafted and held for your approval by default. Internal actions (task updates, reports, internal risk flags) can be automated where you want them to be. You set the boundary per agent and per action type, and every action is logged. The agent never has unsupervised access to your customers.
Is my data used to train AI models?
No. Onboard's MCP integrations with Claude, ChatGPT, and Gemini operate under each provider's enterprise terms, which explicitly exclude your data from being used to train their models. Your conversations, your project data, and your customer information stay private to your organization.
What if Claude or ChatGPT goes down?
Onboard keeps running. Your project data, dashboards, customer portal, and integrations live in Onboard - independent of any LLM. An outage pauses the agent layer, but your team can still work in Onboard directly. Most customers run a primary plus a backup provider (Claude + ChatGPT) so if one is down, the other picks up.
Does this replace my onboarders?
No. The agent handles the parts of the day that drain them - nudges, status updates, inbox triage, repetitive replies. The parts that actually need a human - escalations, judgment calls, customer relationships - stays with the onboarder. Customers see the same headcount handle more accounts with higher job satisfaction, not fewer humans.
How is this different from building agents ourselves?
You can. Most teams don't, because agents need structured data, clear permissions, and proven playbooks to be useful - all of which Onboard already is. You get nine configured, permissioned agents running inside an hour, plus best-practice prompts from hundreds of onboarding teams. You can still extend or override anything we ship.
The shift is happening. Get in front of it.
See agentic onboarding running against your real workflow, your real customers, your real CRM.
- Live in under an hour
- Free 30-day pilot
- SOC 2 Type II
