Unified Inbox
SMS · Email · Chat · Voicemail. One pane. AI tags, drafts, summarizes.
One platform. Built for payment processors.
Run support, sales, & onboardingfrom one place.
OnboardWithUs replaces your CRM, helpdesk, e-sign, forms, and KB stack with one platform — purpose-built for payment processors and merchant-onboarding teams.
No credit card. 14-day trial. Migrate from your existing tools in an afternoon.
5tools replaced
<1dto migrate
24/7AI assistance
1
Platform replaces 5+ tools
8
Modules, one log-in
<5min
To invite your team
24/7
AI copilot drafting replies
What's inside
One platform. Every part of the customer journey.
Scroll through what your team gets out of the box — no integrations to buy, no adapters to maintain.
Unified inbox
SMS, email, and chat in one queue.
Stop switching tabs. Every channel routes into one inbox, with the same keyboard shortcuts, the same tags, and the same AI copilot drafting replies in your tone.
- Auto-tag conversations as they arrive
- AI copilot drafts replies grounded in your KB
- Link any conversation to a case in one click
onboardwith.us/support
Search conversations…
AI on- MVMaria Velasquez2m
Hi — when does the rate take effect?
billing - CDCooper Donuts14m
Statement upload failed twice 😬
underwritingurgent - +(+1 (415) 555-01441h
Reply STOP to opt out
sms - AWAaron Wexler3h
Thanks — that worked!
resolved
Cases & SLAs
Turn a question into tracked work.
Promote a conversation to a case, add a checklist of tasks, set an owner, and the SLA timer takes over. AI suggests subjects, tags, and priority before you even type.
- AI-suggested subject, tags, and priority
- Per-team SLA targets with countdown timers
- Activity timeline pulls in linked conversations
onboardwith.us/support/cases
CasesCASE-2417
Statement upload fails for Cooper Donuts
HighSLA in 2h 14mOwner: Sara K.Linked to 1 conversation
Verify merchant statements
Run risk re-check
Email merchant w/ updated link
Mark resolved + notify owner
AI suggested
Subject: "Statement upload failure — needs investigation"
underwritingupload-errorcooper-donuts
Knowledge base
Articles your AI actually understands.
Write articles like docs. We index them with hybrid retrieval (full-text + embeddings), then your AI copilot pulls the right paragraph into every answer — with citations.
- Hybrid full-text + vector retrieval
- Cited answers — no hallucinated policies
- Public help center with one toggle
onboardwith.us/support/knowledge-base
Knowledge base
Underwriting basics
Last updated 3 days ago · indexed for AI retrieval
Heading
Forms
Public forms wired into your CRM.
Multi-page forms with conditional logic, save-and-continue, and e-signature. On submit, fields auto-map to Leads, Contacts, Businesses, and Deals — no integrations to wire up.
- Conditional logic + save-and-continue
- Auto-map fields to your CRM records
- E-signature built in — no DocuSign tab
onboardwith.us/forms/merchant-application/edit
Form builder · Page 1 / 4
Merchant application
text
text
text
number
select
Add fielddrag from library
Projects
Onboardings that move themselves forward.
A kanban for every stage of merchant onboarding. Task templates fire when a deal is won, files attach to the right business automatically, and comments keep the thread in one place.
- Kanban with task templates per stage
- Files scoped to the business they belong to
- Comments + @mentions + activity history
onboardwith.us/projects
Projects
Q2 onboarding pipeline
Intake2
Aaron Wexler
AW
Cooper Donuts
CD
Underwriting3
Maria Velasquez
MV
Northstar Cafe
NC
Reedy Hardware
RH
Onboarding2
Velvet Salon
VS
Big Sur Coffee
BS
Live2
Stillwater
S
Owl & Pine
O&
Notifications
Loud when it matters. Quiet when it doesn't.
Three severity tiers. A per-user channel matrix across in-app, email, push, and SMS. Tenant-level SMS caps so a runaway alert can't cost you a paycheck.
- Per-user matrix: in-app · email · push · SMS
- Tenant SMS caps to protect your bill
- Real-time bell + web push to your phone
onboardwith.us/notifications
Notifications
5SLA breach · CASE-2417 nearing deadline
1mCooper Donuts · replied to your message
6mForm submitted · Merchant App by Aaron W.
14mAI Copilot · tagged 3 new conversations
22mMaria V. · commented on PROJ-118
1h
Channel matrix · Sara K.
Tune what reaches you, where, and how often.
EventIn-appEmailPushSMSSLA at riskNew conversationForm submitted@mentionDaily digest
Tenant SMS cap: 218 / 500 this month
Tour the modules
Eight tools, one product.
We replace the stack you're paying for separately.
Unified Inbox
SMS · Email · Chat · Voicemail. One pane. AI tags, drafts, summarizes.
Cases & SLAs
Promote conversations to tracked work. Owners, tasks, timers, AI tags.
Knowledge Base
Hybrid search powering AI answers — full-text + embeddings, with citations.
Forms + e-sign
Conditional logic, save & continue, e-signature, CRM auto-mapping.
Smart notifications
Three severities. Per-user channel matrix. Tenant SMS caps so bills stay sane.
Mobile-first
Push to phone, bottom nav, full responsive. The app your reps use in the field.
AI copilot
Drafts replies, suggests subjects + tags, summarizes cases, auto-routes.
Sales pipeline
Drag-and-drop kanban for leads → deals → onboarding. Stage automations and SLAs included.
Works with the tools you already pay for
TwilioResendCloudflareStripeGoogleMicrosoftAnthropicSupabaseBoldSignUpstashTwilioResendCloudflareStripeGoogleMicrosoftAnthropicSupabaseBoldSignUpstash
Pricing
Less than what you're paying for three of these tools today.
Flat per-seat pricing. No "AI add-on" line item. No e-sign credit packs. No surprises.
Starter
$49per user / month
- Unified inbox
- Knowledge base
- Forms with e-sign
- Email + push notifications
Most popular
Growth
$89per user / month
- Everything in Starter
- Cases + SLA timers
- AI copilot drafting
- SMS notifications + caps
Scale
Customtalk to us
- Everything in Growth
- SSO + audit logs
- Custom retention
- White-glove migration
Stop juggling tools.
Start onboarding.
One log-in for support, sales, onboarding, forms, and notifications. Your team will get an afternoon back. So will you.