OnboardIQ

Every feature you need.
Nothing you don't.

OnboardIQ is a complete onboarding platform. From the first form field to CRM sync to AI follow-up — everything is built in and works together.

Flow Designer

Build intelligent onboarding workflows visually. No code required.

Drag-and-drop canvas

Place and connect any step type on an infinite canvas. Build flows as simple or complex as you need.

6 step types

Form, Email, SMS, Webhook, CRM Action, and Delay steps cover every onboarding scenario.

AI flow builder

Describe your onboarding process in plain English and let AI generate the full flow in seconds.

Flow versioning

Every published flow gets a version number. Roll back at any time without losing history.

Draft vs Published status

Work on flows without affecting live users. Publish only when ready.

Shareable public URL

Every active flow gets a unique public URL. Share it anywhere — no login required for your clients.

Reference Tables

Shared data sources that power consistent, accurate form fields across every flow.

Custom table builder

Create tables for any dataset — institutions, sports, positions, products, regions, and more.

4 column types

Text, Number, Boolean, and Date columns cover every data type your forms need.

Inline spreadsheet editor

Add, edit, and organize rows directly in the browser. Auto-saves on blur.

4 render modes

Render reference table fields as Dropdown, Multi-select, Radio buttons, or Dropdown with custom entry.

Field-level defaults

Set a default value per field in the flow designer. Override at the flow level for context-specific defaults.

Multi-tenant isolation

Every tenant's reference tables are completely isolated. No data leakage between organizations.

AI Features

AI that works behind the scenes so your team does not have to.

AI enrichment

Every submission is automatically analyzed. Summaries, quality scores, sentiment, and recommended actions are attached to every run.

AI form assistant

A floating chat widget guides participants through your public forms in natural language.

AI analytics insights

Get plain-English summaries of your onboarding performance. Understand drop-off patterns without reading charts.

SentinelAI security

Every AI interaction is monitored by SentinelAI — our prompt firewall that blocks injection attempts and validates outputs.

ReceptionIQ integration

Trigger voice and SMS AI agents automatically when a form is submitted. Follow up in seconds, not days.

Integrations

Connect OnboardIQ to the tools your team already uses.

FluentCRM

Native integration with FluentCRM via REST API and direct MariaDB joins.

Salesforce

OAuth + REST integration. Sync leads, contacts, and opportunities automatically.

HubSpot

OAuth + CRM API. Push form data to HubSpot contacts and deals in real time.

SuiteCRM

Full API v8 integration. Create leads, contacts, and cases from every submission.

Custom webhooks

Send form data to any endpoint with custom headers, authentication, and payload mapping.

n8n + Paperclip

Deep integration with n8n workflows and QIS Paperclip orchestration.

Security

Enterprise-grade security built into every layer.

JWT authentication

Every API request is authenticated with signed JWT tokens. Role-based access enforced on every endpoint.

Role-based access

Owner, Admin, Agent, and Viewer roles with granular permissions across all features.

Audit logging

Every action is logged with timestamp, user, entity, and payload. Append-only — never modified or deleted.

Rate limiting

200 requests per minute per IP. Configurable per endpoint for enterprise plans.

Data encryption

TLS 1.3 in transit. AES-256 at rest. Credentials never returned in API responses.

Multi-tenant isolation

Every tenant's data is scoped by tenant_id at the query level. No cross-tenant data access is possible.

Analytics

Understand exactly how your onboarding is performing.

Completion rate tracking

See what percentage of participants complete each flow. Identify drop-off points instantly.

Time-to-complete

Track how long participants take to complete each flow. Benchmark across flows and time periods.

Per-flow breakdown

Drill down into any flow's performance. See started, completed, and failed counts side by side.

AI insights

Get an AI-generated plain-English summary of your onboarding performance with recommended improvements.

7/30/90 day windows

Flexible time period selection for all analytics views.

Real-time run monitoring

See every submission as it happens. Filter by status, flow, and date.

Ready to see it in action?

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