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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