Product Updates

There is a lot here, but the goal is simple: make 360Onboard a more useful place to work with clients, with less repetitive setup and better control over their experience.

1. Repeat submissions for real client check-ins

You can now have repeat submissions on supported questionnaire-only client flows, with each occurrence saved as a separate dated response.

For example, create a weekly questionnaire asking your client how the relationship is going, what is blocked, and what they need from you. Attach it to a recurring task so the current check-in has its own completion state and earlier answers stay available in history.

• Choose a daily, weekly, or monthly schedule with an end date and timezone-aware due time.
• Decide whether earlier unfinished check-ins remain active or expire when the next window starts. New schedules expire them by default.
• Review earlier completed responses without replacing them with the latest answers.
• Repeat occurrences do not consume a new client slot every time.

This is recurring task and submission support. It is not a claim that configuring the schedule automatically sends a reminder message every occurrence.

2. Anonymous answers when identification is not needed

Shout-out to Gabe, one of our customers, for this idea.

You can choose whether a client flow requires registration, lets the respondent choose registration or anonymity, or starts anonymously.

For example, a feedback questionnaire can let someone answer without entering their name or email. Identified respondents can still use the Client Portal when the flow is configured for it; anonymous respondents are not added to the portal.

Anonymous respondents can sign alongside one agency signer. If they have no email address, they do not receive an emailed copy of the signed document. Identity-dependent text stays blank rather than inventing a name.

3. Give each client their own branded portal

Shout-out to Margarita for helping shape this one.

Previously, your agency's branding was the branding your clients saw. That works for many agencies, but sometimes you want the client's space to look like their company instead.

Customize now lets you keep an All clients agency default or select one client and use their own branding: company name, logo, colors, backgrounds, and fonts.

For example, one client can see their own blue-and-white identity while another sees their green logo and colors. Switching back to agency branding preserves the saved client settings, so you are not rebuilding them from scratch.

4. Edit the emails your clients receive

This should have been done a long time ago: go to Settings > Workspace > Email and edit the client-facing system templates your agency uses.

That includes portal invitations, sign-in codes, weekly digests, billing reminders, milestone notices, and signature requests. Templates are grouped and searchable, with subject, preview, text formatting, and explained variables.

For example, rewrite the invitation so it sounds like your agency, then tailor the weekly digest around completed work and outstanding invoices. Digests can hide lines with nothing to report and group unpaid totals by currency.

And, like other parts of 360Onboard, your connected AI agent can help maintain the templates through MCP: inspect them, create custom templates, edit or reset them, or initialize missing system templates. Template management does not itself send an email.

The editor offers 32 named standard font families with fallbacks. Previously uploaded custom fonts now use their configured standard fallback for email-client compatibility.

5. View clients by company or by person

I tend to think of the people I work with: James, John, and the companies they run. Person-first view makes sense for me.

But some of you manage larger companies or enough accounts that the company is the first thing you need to recognize. You can now choose company-first view in your Client Portal workspace settings.

The company appears first, with its contacts underneath, across Clients and Messages. Preview the change before saving it. It changes how you organize the view, not who has access or whether separate people share an account.

6. See exactly which accounts your client shared

360Onboard already helps your clients share access to Google products and supported Meta assets. Now the response gives you a much clearer record of what they selected.

Open Responses, choose the client, and see the account name and ID under the matching permission. Google Analytics properties, Google Ads accounts, Tag Manager containers, Merchant Center accounts, and supported Meta assets use product-specific labels.

For example: “Whose account is ID 1234567?” You can look at the response rather than trying to reconstruct the handoff.

Those names and IDs also appear in response exports. Historical grants can show only the details that were actually saved; missing historical details are not fabricated.

7. Add tax to portal invoices

You can add an optional tax label and percentage to an invoice. The subtotal, tax, and total appear on the invoice and its PDF, and recurring invoices carry the saved tax details forward.

For example, enter the applicable rate and the invoice calculates the resulting total. You supply the rate; 360Onboard does not look up jurisdiction-specific tax rules or provide tax advice.

8. Response PDFs support more languages

Response PDFs now support Chinese and a broad range of common writing systems, including Vietnamese and Arabic, with better wrapping and readable mixed-language answers.

If a client completes a questionnaire using those scripts, downloading the response should not turn the answer into missing characters. This improves how the supplied text renders; it does not translate the answers.

9. A completed flow can complete the client task

Attach an onboarding flow to a client task. The client can open the flow directly from that task, and completing the flow marks the linked task complete.

For example, “Complete your project brief” can point to the actual questionnaire instead of being a separate checklist item that someone has to manually update afterward.

The assigned flow also appears in the client's Flows area, keeping the work easier to find.

10. A smoother handoff into your Client Portal

Add an Add to Client Portal step to your onboarding flow. When the flow finishes successfully, the client is taken to your agency's portal sign-in page with their registered email already filled in.

They still use your normal sign-in method. It is a better handoff, not a bypass of authentication, and optional invitation emails remain available.

11. Returning clients do less repetitive registration

When someone has completed a flow before, their latest name, email, and company details can prefill another registration. Signed-in account details can also help fill the fields, which remain editable.

For example, an existing client starting a new project should not have to retype every basic detail.

Returning to saved unfinished answers still requires a fresh email verification code, including from a continuation link. Less repetitive registration does not mean private answers are open without verification.

12. Change the wording directly in Design

If you are looking at the Design preview and notice one word that needs changing, you can edit it there. You no longer need to leave the preview just to change a heading, step description, or questionnaire field label.

For example, change “Company name” to “Trading name” where you see it in the design. Non-text controls remain preview-only so you do not accidentally fill or submit the form while editing wording.

13. Preview the whole flow without filling every answer

I fixed the preview behavior that made you fill required information just to see the next page.

The full preview lets you move through pages, jump between steps, and restart the walkthrough without triggering real bookings, messages, or connected actions. The in-editor Design preview stays still for layout work; the full preview is the interactive walkthrough.

14. Better AI flow building from PDFs

The builder's AI can review uploaded PDFs more deliberately, inspect longer documents in smaller page windows, and retain useful context for follow-up requests.

For example, upload an existing intake document and ask the agent to build a flow from it. Larger builds proceed in smaller sequential batches rather than trying to create everything at once.

This improves continuity and building reliability. It does not promise that every PDF will be reproduced perfectly.

15. Clear Shopify instructions after the details are shared

When a client shares their Shopify store URL and collaborator code, the response now includes five inline steps explaining what your agency does next: open Shopify, enter the details, choose permissions, and request access.

The client then approves the request in Shopify. The response says Details shared, so completing this onboarding step is not mistaken for already-approved store access.

16. Scope API and MCP keys to the right workspace

Create a key for the current workspace, selected workspaces, or all workspaces you currently have access to.

For example, give an agent access to one client's workspace without exposing the names or IDs of other workspaces it should not use. The key's scope and your own permissions both apply.

Team members manage their own keys. Older keys without a workspace scope need to be regenerated from Developer settings.

17. Let your AI agent help move client information

The Clients page now offers tailored migration prompts for Kitchen, Agency Handy, FuseBase, and Flowlu.

Choose your source platform, copy the prompt, and give it to your agent. It points the agent to a guide so it can inspect what may transfer, explain limitations, and prepare a preview before asking for approval to proceed.

I considered making this a one-button move, but client structures and what belongs together can differ a lot between platforms. A guided agent can work through those decisions with you.

This is a guided migration starting point. It does not connect the source account or move every record automatically, and some information may not transfer.

18. Your AI agent now has its own support agent

Normally, when your agent gets stuck using an integration, you become the messenger: it tells you what went wrong, you contact support, then you carry the answer back.

360Onboard now has support conversations your connected agent can use through MCP or the Public API.

For example, your agent can ask: “I'm trying to create this client task, but the request isn't working. What am I missing?” The support agent can provide guidance and next steps using the current tool and API definitions.

The conversation has an ID, so the agent can return to it rather than starting over. Genuine product gaps can be recorded for me to review; ordinary how-to questions do not automatically become feature requests.

This is advisory support for your agent. It does not execute product changes itself, guarantee every diagnosis, or mark an issue fixed just because advice was helpful.

19. Bring your support widget into the portal

The support widget you already use in onboarding flows can also appear in your Client Portal.

For example, clients reviewing files or tasks can reach your connected support widget from the portal instead of opening an unrelated page to ask for help. This is your agency's client-facing support, separate from the support agent for connected AI tools.

20. Keep review feedback with the right version and moment

When a file has multiple versions, reviewers can switch the comments view between versions. Comments and review decisions remain with their version, and uploading a new deliverable starts a fresh review while preserving earlier decisions.

For video and audio comments, use the timestamp button to attach the current playback time, even after you have started writing. Update the timestamp as playback continues.

For example, “Please tighten this section at 00:42” stays attached to the right moment in the right version, not mixed into the replacement upload.

21. Smaller fixes across everyday client work

• Messaging: fixes for valid messages rejected as Invalid payload, safer send retries, and clearer saved-message results.
• Client views: files, tasks, invoices, and cached details stay with the selected client; accessible library files remain available for task attachments.
• Loading: less repeated portal loading, manageable message-history pages, and clearer verification-code progress.
• Flow continuity: step-specific links return to the right position, invitations remain usable after safe edits, and newly added questionnaires stay accessible.
• Platform Access: individual flow settings take precedence over agency defaults.
• Client APIs: corrected listing, filtering, pagination, and progress behavior.
• Email delivery and recovery: a fallback delivery path and more dependable interrupted response, reminder, and billing work.
• Workspace navigation: main-workspace labeling, calmer sidebar controls, and initials that prevent missing logos from breaking dashboard access.
• PDFs: page numbers remain without the Generated by 360Onboard footer attribution.
• Demo and help: a more faithful portal demo and no repeated visitor-details request for signed-in customers.

These are focused fixes, not a promise that every issue is gone or a measured platform-wide speed claim.

Try these on real client work and tell me what you want me to demonstrate first. If something still feels awkward, I want to hear about it.

This is a big one. I have been shipping across the Client Portal, Flow Builder, client operations, Meta access, and the way your agency works with clients day to day.

Instead of handing you a giant wall of tiny fixes, I grouped the work into the six things you can actually feel in the product.

1. Your connected ecosystem is easier to set up and safer to use

Meta is now one guided connection. A client can sign in once, select the Pages, Instagram accounts, ad accounts, catalogs, datasets, and Pixels they want to share, then finish only the small manual steps Meta requires.

The guided flow is also much better for individually managed Facebook Pages. It shows the right assets, gives the client visual guidance, handles repeat connections more cleanly, and keeps the established reviewer path available when that is the right route.

I also improved the rest of the connected side of 360Onboard:

• SwipeOne now asks for the workspace ID it actually needs, with clearer setup and error messages.
• AI notetaker connections have cleaner statuses and a direct reconnect path.
• MCP and Client Portal API access now respects the same workspace and role permissions a teammate has in the app.
• The help center now makes it much clearer when to use MCP, the API, or webhooks with Claude, ChatGPT, Codex, Cursor, and other compatible assistants.

2. Building and publishing onboarding flows is much more complete

The Builder and Design workspace got a full refresh. It is calmer, faster to move through, and keeps the controls you need visible instead of buried.

• The three-panel Builder, Design controls, dashboards, and related workspace pages now feel like one system.
• E-signature setup is easier to reach, supports cleaner multi-signer documents, and lets you visually check signature and date placement before sending.
• You can control exactly which published flows a client sees: all of them, selected flows, or none.
• Date fields are easier for clients to use, and "Back to Flow Builder" is much easier to find from the portal.
• Variables are safer blue chips instead of fragile placeholder text, with client fields available right where you build client-facing steps.
• AI agents can now create clients, add and publish flow changes, generate the right contract, and send invitations without losing earlier staged work.
• Preview confetti, fireworks, GIFs, and emojis before a client sees them. Emoji celebrations now burst cleanly from the bottom of the screen.
• API steps can publish once their endpoint is ready. Testing is still available when you need response mapping, but it is no longer a required gate.

3. Client data, task work, and team operations are more flexible

Custom Fields are now a real part of the product, not an afterthought.

You can add fields to clients, tasks, and files using text, numbers, dates, checkboxes, tags, or single- and multi-select choices. Then filter and group task work by the fields that matter to your team.

You can also create workspace-specific statuses and priorities while keeping the underlying workflow behavior clear. Custom fields, values, and task options are available through both the public API and MCP.

Client records and daily team work got stronger around that foundation:

• Questionnaire answers can pre-fill from a client profile and save new answers back for the next flow.
• Inviting a client starts with their email, finds an existing contact when one is already in the workspace, and only asks for the remaining details when needed.
• Automations can look up an existing client by email before creating a duplicate.
• Archive an individual onboarding or an entire client without losing files, payments, signatures, responses, progress, or history.
• Team invitations, workspace switching, workspace-specific access, and invite recovery are all safer and clearer.

4. The Client Portal is more branded, configurable, and useful

The Client Portal is becoming a real extension of your agency.

Portal resources, tasks, milestones, styling, folders, and reusable home templates now stay with the workspace instead of depending on a browser session or a single client assignment.

You can give the portal its own custom domain, whether that is a root domain or a subdomain. Clients land directly on a branded private login, with cleaner portal URLs after they are signed in.

I also made the day-to-day portal experience much better:

• Agency name and logo carry into browser tabs and portal surfaces.
• Customize lets you preview the portal before adding a client, edit the client sidebar, and manage the agency profile, branding, activity, and support experience in one place.
• Portal home pages can use announcements, images, link cards, playable videos, files, and scheduling blocks, globally or for one client.
• Website links added as resources open as websites instead of being mistaken for PDFs.
• Client login branding no longer gets overwritten by password-manager autofill.

5. Services, delivery, and client communication can stay in one place

You can now publish service offers inside the Client Portal with one-time or recurring pricing, milestone templates, and reusable delivery playbooks.

Clients can review an offer, buy through your connected Stripe account, choose automatic payments or invoices, and manage future renewals from the portal. The first successful payment can create the client work automatically, while recurring payments reuse the plan you already set up.

The rest of the communication experience got attention too:

• The email-template workspace is clearer, easier to scan, and better aligned with the rest of the product.
• Meeting notes can be imported from supported services, connected to the right client, reviewed with transcripts and attendees, and shared in a conversation.
• Clients can ask about a specific service from Messages with the offer already attached to their draft.
• The active conversation is easier to recognize in Messages, including in dark mode.

6. Reviewing work with clients is now much more collaborative

This may be the biggest Client Portal change in the whole release.

Your team and your clients can review PDFs, images, audio, uploaded videos, websites, and YouTube in a focused full-screen workspace. Leave a comment at an exact point, pin feedback to a location, draw directly on supported content, reply in a thread, resolve it, and reopen it when another pass is needed.

The collaboration around that review work is much more dependable now:

• Annotations stay with the exact file version where they were made.
• Client and agency comments, replies, pins, highlights, and activity stay synchronized without exposing one client's conversation to another.
• JavaScript-heavy websites and large, tall screenshots review more faithfully, and clicking a comment takes you back to its saved pin.
• Clients can open shared websites in the same full-screen review experience as the agency.
• PDFs load more reliably, and shared-review pin numbers stay consistent for everyone looking at the same version.

These are all live now. Go into the parts of 360Onboard you use most, try them on real client work, and tell me what still feels awkward or what you want next through David's Guide.

This release makes the Client Portal a place where work can actually move forward with clients, not just a place where files get dropped off.

1. Client Portal API and MCP access are live

The Client Portal now has API and MCP access, so you can connect the client data you already manage in 360Onboard to your own tools, automations, and AI workflows.

The portal is no longer limited to work that happens inside the interface. It can become part of the larger system your agency uses to serve clients.

2. A much better review and feedback experience

Agencies and clients can now review work right inside the portal, with feedback attached to the exact thing being discussed.

• Review PDFs, images, audio, uploaded videos, direct videos, websites, and YouTube in a focused full-screen experience.
• Pin feedback exactly where it belongs, draw directly on supported content, or comment at an exact video or audio moment.
• Reply inside the thread, resolve it when the work is handled, and reopen it if another pass is needed.
• Preview earlier versions and restore a previous file version when needed.

Annotations stay tied to the correct file version, so new feedback does not get mixed in with an older version of the work.

3. Meta Catalog and Platform Access are easier to set up

Platform Access now shows every available platform in a cleaner grid in both the flow builder and Settings.

Meta is one unified connection: clients sign in once, choose the Facebook Pages, Instagram accounts, ad accounts, product catalogs, datasets, and Pixels they want to share, then complete only the short final steps Meta requires for assets it cannot fully assign automatically.

4. The Builder and Design workspace got a full refresh

The builder, Design tab, dashboard, client directory, results, settings, email templates, and more now share a cleaner experience in light and dark mode.

• A quieter three-panel builder that is easier to move through
• More direct e-signature setup
• Better design controls, including custom fonts
• Clearer dashboards and client directories
• An AI copilot that stays beside the builder instead of covering the settings you are trying to use

5. Archive client onboardings without losing history

You can archive an individual onboarding or archive an entire client without deleting the work behind it.

Responses, files, signatures, payments, progress, and activity history stay intact. Restore the onboarding or client whenever the relationship becomes active again instead of rebuilding everything from zero.

6. Choose exactly which flows clients can see

You can show clients every published flow, only the flows you select, or no flows at all.

The portal remembers that choice, and clearing a selection no longer exposes every published flow.

7. A more reliable Client Portal workspace

Portal files, tasks, milestones, styles, reusable home templates, folders, publishing states, and access rules now behave more reliably across your workspace.

Client Portal resources have clearer draft and publishing states, comments stay connected to the right resource, and website pins return reviewers to the exact spot they marked. Clients can also pin their portal sidebar open, making it easier to move around the portal day to day.

As always, reach out if anything feels off and I'll take care of it.

David

1. Meta access is much easier to finish

360Onboard's new Meta connection experience is live. Your clients can sign in with Meta, choose the Pages, Instagram accounts, and datasets they want to share, and finish the handoff right inside their onboarding flow.

Pages, connected Instagram accounts, and datasets that Meta lets us share automatically are connected immediately.

For ad accounts and product catalogs, Meta still requires a manual partner-assignment step. 360Onboard now makes that step much less painful: clients see the exact assets involved, the right Business Portfolio, a direct link to the correct Meta screen, and visual guidance for getting it done.

Agencies can also find and select their Meta Business Portfolio in Settings instead of hunting down and pasting an ID.

2. Public API and webhooks V2

API V2 gives you a cleaner way to connect 360Onboard to the rest of your stack. You can work with workspaces, published flows, clients, progress, reminders, and complete typed responses without creating duplicate clients when an integration retries a request.

Webhook V2 focuses on the events that matter most: a flow is created, a client is created, and a client completes onboarding.

Completion events include the useful end-of-onboarding picture, including typed answers, signatures, payments, platform-access results, and uploaded files. They wait for connected storage transfers so file links point to the final storage destination when it is available.

3. See and replay webhook deliveries

Webhook Settings now show the ten most recent deliveries for each endpoint. You can see whether each attempt succeeded, the HTTP response code, payload, response body, retry attempts, and any error.

If a receiving system missed something, you can replay that exact event after confirming the action. No digging through logs or rebuilding the request by hand.

Seventeen things shipped: a new AI action that pre-fills client forms from your own notes, employee flows that finally read like employee flows everywhere in the builder, and a long list of reliability fixes across signing, email, and results.

1. Undo and redo in the flow builder

The flow builder now has full undo and redo. Deleted a step by accident, edited the wrong field, tweaked the design and want it back? Step through your last 50 actions and forward again with the buttons at the top of the builder or Cmd/Ctrl+Z (Shift+Cmd/Ctrl+Z or Ctrl+Y to redo). It covers everything: steps, questionnaire fields, email-block edits, the flow name, every design change. Rapid edits are grouped intelligently, typing into a field or dragging a slider is one undo, not one per keystroke.

2. Support chat no longer asks who you are

Opening the support chat while signed in used to mean filling in your name and email first, information we already had. Now it drops you straight into the conversation. Signed-out visitors still see the short form, as before.

3. Chat widget settings now tell you which embed code to paste

If you've swapped the built-in "Message Agency" button for your own chat widget (Crisp, Intercom, Tidio, LeadConnector, whatever), you've likely run into this: most chat providers hand you two different snippets that behave completely differently. The script snippet loads the real floating bubble; the iframe snippet is the chat panel with no bubble and no close button, sitting permanently open on the page. Nothing said this before, so picking the iframe looked like a bug.

The Chat Widget settings screen now explains the difference and points you at the script snippet, with an updated placeholder that leads with a <script> example. Both types still work, nothing was removed, this just makes the trade-off obvious before you paste.

4. Large file uploads no longer fail

Clients filling out an onboarding couldn't upload photos or documents larger than about 4.5 MB. The upload would fail with an unhelpful message, the field would stay empty, and since file questions are usually required, the Next button wouldn't move. It hit image-heavy onboardings hardest, since a photo straight off a phone routinely clears 4.5 MB.

Files now upload directly to storage instead of passing through our servers, so that ceiling is gone, and uploads are noticeably faster too. A file that's genuinely too big now gets a clear message naming the file and the limit, the dropzone states the correct limit (it used to say 25 MB, which was never accurate), and syncing to your connected cloud storage happens in the background after your client finishes, so a slow or disconnected provider can never stall a submission.

5. Onboardings can now hand off between your client and your team

You can build an onboarding that alternates between your client and your own team: client fills in the brief, an account manager reviews it, client signs. Each person only ever sees their own steps, and only when it's their turn. Your client sees a normal finish screen after their part, the team member assigned to the next step gets an email with a link to just that step, and your client is emailed to come back once the team is done. Nothing is marked complete until every step, on both sides, is finished. Previously the client could see and even fill in the team's steps themselves.

Public shareable links still work when a step is assigned to a specific, fixed person on your team, the handoff happens automatically once a client registers. Two cases still need clients invited one at a time instead: when the assigned team member changes per client, or when the very first step is a team step. In both cases the builder now sends you to the invite screen instead of showing a broken link. When it's genuinely your team's turn, the client sees a clear "nothing needed from you yet, we'll email you" screen instead of a blank or confusing one.

6. Employee flows now feel like employee flows

If you build a flow to onboard a new hire rather than a client, the builder used to keep calling that person a "client" throughout, in the assignment settings, the invite screens, the emails your team gets, and the entire builder itself. That's fixed, in three connected passes.

7. Signers can now download the document they're looking at

Anyone signing a document, your client or an internal signer on a countersigning link, now has a Download button in the document toolbar. It works at any point in the signing process: before anyone's filled anything in, you get the clean blank document, useful for reading a contract properly before committing to it. Part-way through a multi-signer document, you get exactly what's filled in so far, including earlier signers' signatures, so a countersigner can keep a copy of what they've agreed to without waiting on the rest of the chain.

8. Email setup now catches broken configurations before you save

The SMTP settings page now walks you through it: fill in every field, run Test connection, and once it passes Save takes over as the main action. If the test fails you see the actual error from your mail provider, wrong password, wrong port, wrong host, instead of a generic message.

9. Multi-workspace settings are more reliable

Logging in used to always drop you into your oldest workspace no matter which one you were in last. It now remembers where you left off. In rare cases, usually after cookies were cleared or a session expired, the settings page could show one workspace in the sidebar while actually reading or saving another workspace's email or SMS configuration, that's fixed, the workspace shown and the workspace saved are now guaranteed to match. And if a workspace has no email settings of its own, the form now correctly shows blank instead of leftover values from elsewhere. Worth knowing: email and SMS settings are per-workspace, so if you run several, set up your own sending address in each one.

10. Connecting Gmail or Google Workspace is now guided

The SMTP settings page has a new "How do I connect my Gmail or Google Workspace account?" section, collapsed by default. Open it and you get four steps: a button that fills in the right server and port for you, guidance on using the same address for username and from-email (Google rewrites the from-address to whichever account you signed in with, unless you've added the other address under "Send mail as" in Gmail), a direct link to Google's app-password page with the part people miss (your normal password won't work, and 2-Step Verification has to be on first), and a test email sent to yourself so you can confirm the from-address is right. That second step is the one worth reading, it's the most common reason a branded email arrives from the wrong address.

11. Every signer now stays inside your branded flow

Until now, a second signer on a document, a countersigner, a company representative, anyone who isn't the client, was sent to a separate, plain signing page that looked nothing like the rest of your onboarding. Now they open the same flow your client does: your logo, your colors, your progress bar, your thank-you screen. Countersigners see what they're countersigning too, opening the document after the client has signed shows the client's signature, name and date already filled in. Someone who opens their link before it's their turn sees a clear waiting screen and gets emailed the moment it becomes their turn, and a document with three or four parties works exactly the same way as one with two.

12. Replying to a client message reaches the client again

When a client sent you a message from their onboarding, hitting Reply in your inbox could send the answer back to your own address instead of theirs. This only affected agencies using their own SMTP server for sending. Reply-to now always carries the client's email address, so replying straight from your inbox reaches them again, as it did before. No settings change needed.

13. Answers now save correctly when a flow skips questions

If your flow used conditional logic, questions that only appear based on an earlier answer, the step right before a skipped section could have its answers recorded against the wrong step and come through blank. When that happened the onboarding never registered as finished: it stayed "In progress" on your dashboard with no completion email sent, even though the client had reached the end and seen the thank-you screen. Both are fixed, answers now always record against the question the client actually filled in no matter how many questions the flow skips, and the onboarding completes normally. If you have one stuck on "In progress" that you believe your client finished, get in touch, the answers are safe and we can complete it for you.

14. Smoother setup connecting 360Onboard to Claude Code and Codex

Settings → Developer already let you connect Claude, Claude Desktop and ChatGPT to 360Onboard; we've now smoothed out the rest. Claude Code gets its own option: one command registers 360Onboard, then you sign in through your browser, no API key to copy or store unless you want one. The Codex instructions were flat-out broken before, they pointed at a helper package that doesn't exist and a config file Codex doesn't read, so anyone following them hit a dead end. Codex now connects the standard way, using its own codex mcp add and codex mcp login commands. Cursor and the manual setup are unchanged.

Once connected, your AI assistant can build and edit onboarding flows, invite and track clients, read responses, pull completion and drop-off numbers, manage your team, email templates, webhooks and custom domains, and check Stripe and billing. Publishing a flow still requires you, the assistant stages changes and hands you a builder link.

15. See and edit the client's link before you send it

Creating a client on a workspace with a custom domain now shows you the personalized link it's about to create, yourdomain.com/their-slug, in an editable field before you send it. It fills itself in from the company name and checks availability as you type, a tick when it's free, a clear message when it's taken. Previously the link was built silently in the background and never shown, if it clashed with an existing onboarding you just got "This slug is already taken" with nothing on screen to fix it. Links are unique across your whole workspace, so the same client on a second flow always used to clash, now you can just give it a distinctive name (acme-discovery alongside acme-rebuild) and send it.

16. AI actions turn your notes into pre-filled client forms

There's a new AI action step for your flows. Give it an instruction ("read this and find their revenue, team size and industry"), point it at text from an earlier step, and list what you want back, each thing you name becomes a variable you can use later in the flow, including as a question's auto-fill.

The obvious shape: an internal step where your team pastes discovery-call notes, an AI action that pulls out the four things you always ask for, and the client's first questionnaire arrives with those answers already filled in, they confirm or correct instead of typing from scratch. It runs in the background when the client reaches it, they never see a prompt or know AI was involved, and if a value genuinely isn't in the text it's left blank rather than guessed.

Before you publish, a Run test box on the canvas lets you paste a realistic sample and see exactly what each variable comes back as, or "not found," so you know what your clients' forms will actually get before anyone receives anything.

17. Download your results in any format, and hand them to an AI agent

Results can now be downloaded as PDF, CSV, JSON, or Markdown, from a single response, a whole onboarding, or just the responses you tick. PDF is the formatted report you already had. CSV is a proper spreadsheet, one row per response, one column per question, open it in Excel, Google Sheets, or Airtable and sort and filter like any other data. JSON is structured data for developers and automations. Markdown is clean readable text, the one to paste into ChatGPT or Claude when you want a summary, a comparison across clients, or a draft proposal built from what a client told you. Along the way we also fixed CSV exports coming out with the client's name and a timestamp but none of their actual answers, every format now exports the real answers, and anything connected to 360Onboard through our AI integration can now pull a full onboarding's results in one request instead of one response at a time.

As always, reach out if anything's off and I'll take care of it.

David

Twelve things shipped since the Big Catchup: storage, signing, limits, video, and a couple of smaller fixes.

1. A folder per client, seven providers, your structure

Client files now land in a tidy folder per client inside your connected cloud storage, instead of piling into one place. This works across every provider we support: Google Drive, Dropbox, OneDrive, Box, pCloud, Bunny.net, and MEGA S4.

By default files are saved as [Your connected folder] / 360Onboard Uploads / {Client company name} / {Onboarding name} / file.pdf, so your Drive shows real, human-readable folders, never internal IDs.

You can change the structure yourself now too. Under Settings → Cloud Storage there's a "Folder structure" panel with a live preview, edit a simple template using {client} and {flow} tokens and every future upload follows it.

2. Three new storage providers

Bunny.net Edge Storage and MEGA S4 connect with an account API key, almost typing-free: paste the key, pick your zone/bucket from a dropdown of your real ones. OneDrive connects like Google Drive: sign in, done, works with both personal and work accounts.

3. Your first workspace is now named after your agency

New agencies no longer land in a generic "My Workspace." Answer "What's your agency called?" during setup and that name is applied straight to your workspace from the very first screen.

4. Agency counter-signers no longer block public links

If your e-signature step has a second signer, say you countersigning after the client, the flow can now still use a public shareable link. Flip "This signer is my agency (fixed email)" on that signer and enter one agency email; the client signs via the public link, the document auto-emails your agency to countersign, and the finished PDF goes out once you sign.

5. Client email replies now reach you, not a dead inbox

Previously some client-facing emails could show noreply@360onboard.com as the reply-to address even when you were sending through your own SMTP server, so a client reply went nowhere. The reply-to is now worked out automatically (your explicit reply-to → your SMTP from-address → your help email → your account email → 360Onboard fallback). If you send from your own server, client replies land in that inbox by default. Nothing to configure.

6. Friendlier free-AI usage limits

The monthly free-AI allowance more than tripled, heavy users get a gentle non-blocking heads-up instead of a hard wall, and a message that wrongly told some users their "free year of AI has ended" is fixed: it hadn't, that was just the old monthly cap resetting.

7. Tutorial videos and images now work everywhere

Fixed a bug where a video/image/GIF uploaded to a Tutorial step looked fine while building but showed a grey "Video placeholder" in Preview and for the client. Media is now properly hosted, so it shows up correctly everywhere, and existing videos self-heal automatically next time you save. You also no longer have to publish a flow to check how an uploaded video looks; Preview plays it right after upload.

8. Remove a custom domain whenever you want

Deleting a branded domain no longer fails with "Cannot delete domain with active clients." Any client links on that domain automatically fall back to your standard 360Onboard link, nothing lost, no onboarding interrupted, and your personalized link names come back automatically if you re-add a domain later. One thing to know: previously-sent invitation emails with the old branded address will stop working once the domain's gone; send a fresh link from the dashboard if anyone still needs one.

9. Signing a document is now instant

Finishing a signature used to mean sitting on a spinner for 10-15 seconds, longer on big documents, while we built the signed PDF, uploaded it to your cloud storage, and sent out the completion emails, all before the page responded. On a multi-signer document, even the first signer waited while we emailed the next person.

Now the page responds the moment you sign. Everything else, the signed PDF, the upload, the emails, the next signer's invite, happens in the background a few seconds later. Same finished document, same audit trail, just no more waiting.

10. Second signer's link now opens on the right domain

On multi-signer onboardings, the client would sign on your branded domain, but the second signer's invitation could point to a generic 360Onboard address instead. Off-brand, and confusing for whoever's being asked to sign next.

Fixed: the second signer's link now always matches whichever domain the client actually used. Nothing to configure, and it applies automatically to onboardings sent from now on.

11. Folder naming, fixed and expanded

When a client had no company on file, their folder used to get skipped entirely and their files landed in a shared folder with everyone else's. Folders are now named from the client's email, which every client has, so nobody's files get lost in a shared folder again.

The folder structure panel (Settings → Cloud Storage) also picked up the full variable set from email templates: company, full name, first name, last name, email, and onboarding name, each with its own fallback, plus a live preview showing exactly where files will land. Signed contracts and regular uploads now file into the same folder too, they used to split across two.

12. Signing on your phone no longer gets stuck

Typing or drawing a signature on a small screen could clip off the confirm button, especially once the keyboard popped up, so there was no way to finish signing on some phones. The signature panel now scrolls properly and the "Adopt and Sign" button stays visible and reachable the whole time.

13. Flowlu joins the CRM Sync lineup

Flowlu is now live under Settings → Integrations → CRM Sync, alongside SuiteDash, SwipeOne, and NinjaPipe. Same setup as the others: connect once, drop the "Add to CRM" action into any flow, map your fields, done. GoHighLevel is next.

14. Send every completed submission straight to Notion

There's a new Export step you can drop into any flow. When a client finishes onboarding, their answers land as a new row in a Notion database, no copy-paste, no export files to download and re-import. Connect once under Settings → Integrations → Export, pick a page and a database (or create one on the spot), then map your flow's fields to columns. Notion is the first export destination, more can follow on the same foundation.

As always, reach out if you notice any errors, any issues, any problems, and I'll take care of it.

David

The last changelog post we shipped was Platform Access Is Done — The Full Story on June 2. This is everything since. It's a long one. There were a lot of moving parts.

The Big Picture

Five weeks. Three big new systems — the rebuilt AI copilot, the full guided Platform Access walkthroughs, and the first real CRM sync. Plus a substantial Team/Workspace permissions overhaul, a rebuilt Flow map, a real upgrade to conditions, dynamic checkboxes on e-signature documents, loud cloud-storage sync warnings instead of silent failures, and a long list of smaller fixes.

The headline:360Onboard is now a credible end-to-end onboarding platform. Five weeks ago it could build flows, send emails, collect signatures, and take payments. Today it does all of that, walks the client through connecting the rest of their stack, pushes the result into your CRM, and the AI can author and test most of it for you. We were heads-down because there were a lot of foundational pieces to lay before the rest makes sense.

1. The AI Copilot Was Rebuilt

This is the biggest change of the cycle. The 360Onboard AI copilot was re-architected end-to-end.

The new behavior: the AI just builds. It used to make you approve a plan first, then build. The new model writes flow steps, conditions, e-signature contracts, and emails directly, asks a couple of clarifying questions only when it needs them, and shows you what it's doing as it works. It also reads input from places it couldn't before — PDFs (existing intake forms) and your voice (hit the mic and say what you want).

What it can do now that it couldn't before:

• It builds flows, contracts, and emails directly from a chat message, a PDF upload, or a voice note — no "approve a plan" step.
• It tests API steps for you. When you paste a cURL or describe an API call, the copilot runs the request, sees the response, and saves only the fields a later step actually references. A follow-up email can drop in a {{registration_link}} your flow just generated — no manual mapping in the builder.
• It writes leaner, better-delivering emails. No more logo at the top by default — image-heavy emails get clipped in Gmail. The AI now adds your logo only when you ask for it.
• It builds multi-rule AND/OR conditions with nested groups, and sets your flow's language across the 10 supported locales.
• It asks instead of guessing. When a literal value could be either fixed or per-client (email, name, phone, company), the AI asks you which it should be, instead of wiring the wrong thing.

The free AI window was actually broken for a chunk of accounts — a hidden "email verified" requirement that almost nobody could clear, because the verification email was never sent. The user impact: paying/LTD users inside their free AI window were getting pushed to "add your own API key" for a reason nobody could fix from their end. All fixed. The clock was reset to today for everyone, so you got the full 12 months from right now.

2. Guided Platform Access — The Full Client Walkthrough

The 360Onboard Platform Access system is the result of a long project that shipped in the previous changelog. Since then, we've made the experience meaningfully better for clients and the agencies who depend on it.

The first thing a client sees is now a "Share Access" screen — a clean, branded list of exactly what they're granting and the role it gives you. For platforms that can't be fully automated (Meta, Google Business Profile, LinkedIn, etc.), the client gets a step-by-step tutorial with screenshots, deep links to the right settings page, and copy-paste fields for any value they need to bring back.

For Meta in particular, the partner-invite flow now does per-asset permissions for Pages, Ad Accounts, Pixels, Catalogs, and Instagram — so your client grants exactly what you need, not everything.

Build-time preview — in the builder, you can now preview the entire client experience before you publish. No more publishing a flow only to find the client experience felt wrong.

Two Platform-Access bugs you might have been hitting:

• Optional steps no longer leave onboards stuck "In Progress." Previously, if a client skipped an optional Platform Access step (you marked it "not required"), the system was still waiting on it — onboarding never completed. Now it records as Skipped, the onboarding completes, and the Results page shows skipped vs. connected clearly labelled.
• Google Tag Manager now has a real Manager role. Previously the GTM grant was hardcoded to a basic user role regardless of which one you picked — so there was no way to get account-admin (manage users, create/delete containers, publish across the account). Pick Manager and you actually get it now. Default role is still Publish, so there's no silent privilege escalation.

3. Add to CRM — Your Flow Can Push Clients Into Your CRM

This is a system people have been asking for since the product launched. The first three CRMs are live:SuiteDash, SwipeOne, NinjaPipe.

Set up once under Settings → Integrations → CRM Sync, then drop the new Add to CRM action into any flow's workflow — pick which CRM, when it fires (after a step, or when onboarding finishes), and which fields map to which flow answers.

• Field mapping is yours. Email, first name, last name, company, phone, note, plus your SuiteDash custom fields. Match by email, create-or-update — no duplicates.
• Loud failures, not silent ones. If your keys stop working you'll see a clear warning in Settings → Integrations → CRM Sync, mirroring the same change we made to cloud storage.
• This is the foundation: GoHighLevel is next on the same architecture. (Flowlu, also planned at the time, joined the live lineup shortly after this post.)

4. Workspace + Team Permissions Got a Lot More Granular

The Team tab now does things it should've done from the start.

• Edit a member's workspace access after they've joined. No more remove-and-reinvite to change their access.
• Workspace admins are scoped to their own workspaces. A workspace-specific admin can manage the team only within the workspaces they can access — they can't grant "all workspaces" or touch workspaces they can't see. They can't promote anyone to Admin (cap is Manager). They can't remove or change the role of all-workspaces members (that's owner-only).
• Workspace-scoped team invites. When you invite from a workspace, the invite defaults to that workspace only instead of silently granting access to every workspace.
• The Team list now only shows people who actually have access to the workspace you're viewing, with a clear "All workspaces" badge for global members.

5. The Flow Map Was Rebuilt

The builder's Flow map renders crisply now, with a live mini-map and zoom controls — closer to the polish you'd expect from Zapier or n8n.

Conditional steps now read as real branches. When several steps branch off the same answer (e.g. "if registrar is Cloudflare → Tutorial A, else if Namecheap → Tutorial B"), the map splits them from a single decision point, labels each path with its condition, and merges them back together — instead of drawing each one as a separate, confusingly-labelled bump.

6. Conditions Got a Real Upgrade

Three things that should've shipped sooner:

• Multi-rule AND/OR conditions, with nested groups. "Show this step if Plan = Pro AND Country = US" or "show this if budget > $1k OR they're in Canada" — both work now, and you can nest groups for more advanced logic.
• "Does not contain" operator alongside the existing "contains."
• Warn before deleting a field or step that conditions rely on. The confirmation dialog tells you exactly which conditions reference it, so you don't accidentally break your logic. Empty rules are auto-cleaned.

7. Dynamic (Conditional) Checkboxes on E-Signature Documents

You can now place a checkbox on a signature document and set it to "Dynamic" instead of "Manual." A dynamic checkbox isn't ticked by the signer — it auto-checks based on the client's earlier answers. Set a condition like "if Plan equals Premium" and the box checks itself when the condition is met; if not met, the box doesn't appear on the document at all. No empty box left behind on a signed PDF, and the signer can't override it.

8. Cloud Storage Uploads Now Fail Loudly, Not Silently

If your Google Drive, Dropbox, Box, or pCloud (new provider, US + EU) connection quietly expired, every new upload was silently going to 360Onboard storage instead — and you had no way to know. The file was safe (360Onboard storage as fallback), but the integration looked like it was working when it wasn't.

That's fixed. Settings → Integrations → Cloud Storage now shows a clear warning with a one-click Reconnect button when syncing is failing. Files still never get lost — the difference is that the failure is now visible, so you can actually fix it.

pCloud is a new provider. Both US and EU datacenters are supported.

9. Cross-Account Flow Sharing

You can now hand off one of your onboarding flows to someone on a different 360Onboard account.

• Open the Share action on any flow card, enter the recipient's email, and set a password. We email them a link.
• The recipient opens the link, logs in, enters the password, and picks which of their workspaces to drop the flow into. It lands as a draft they can review and publish — their copy is fully independent of yours.
• The flow is copied complete: all steps, the workflow automation timeline, and signature routing carry over.
• Links expire after 30 days. Share the password separately from the link for safety.

This becomes really useful if you ever start building and selling onboarding flows — hand a buyer a clean, ready-to-customize flow instead of an exported JSON they'll fight with.

10. Smaller but Worth Flagging

• Deleting a client now removes their response too. The confirmation copy is honest about what it does.
• Client activity timeline is now a clean, chronological list of real milestones (opened, viewed each step with time spent, completed, resubmitted) instead of a repetitive wall of "Viewed" rows.
• Results page sorts by most recent activity reliably. Clients who actually opened their onboarding no longer show "Not opened."
• "Download response as PDF" is back for new flows too.
• Traditional Chinese (繁體中文) language option added alongside Simplified.
• Each workspace can run its own live custom domain. No more "enabling one disables the others."
• File upload fields now accept multiple files by default, with a clean side-by-side gallery on the results page, per-file Open/Download, a "Download all" zip button, and an in-page preview.
• Completion emails no longer send twice when the last step is an action step (email, SMS, API, webhook).
• E-signature and schedule steps can now require completion. Clients must sign / must confirm they've booked before they can continue. New flows default to required; existing flows are unchanged.

11. Two Things That Shipped Today

• PDF export: long links stay intact. When exporting a client's results to PDF, long links (booking links, file URLs, signed-document links) used to come out with extra spaces inserted in the middle. Long links now stay intact and copyable. They still wrap onto the next line when they're too long to fit, but the break happens cleanly at the edge of the line instead of inserting characters into the link itself.
• Questionnaire answers can now be pre-filled from a value or a variable. In the builder, each text-style field has an "Auto-fill" section where you can type a value or insert a variable like {{first_name}} or {{company_name}}. When the client reaches that step, the answer is already filled in — they can still edit it. The AI builder assistant now sets this up for you automatically for name/email questions, so clients don't retype what we know.

---

As always — reach out if you notice any errors, any issues, any problems, and I'll take care of it.

—David

The entire Platform Access system in 360Onboard is live. Native one-click connections for the platforms that allow it, deep-link shortcuts for the ones that don't, and clean guided tutorials for the handful that still need a human touch.

This is the piece a lot of you have been asking about for months — getting client accounts connected without the back-and-forth email chains, the screenshare calls, the "can you send me a screenshot of where the gear icon is" nightmares. It was the single biggest blocker between 360Onboard and being the onboarding tool I actually wanted it to be. And it's done.

Here's the honest, full version of how we got here.

Why it took so long

If you guys know me, you know I'm a perfectionist. If it's not perfect, if it doesn't look a certain way or act the way I want it to be, I typically don't want to push it out to the world. That was one of my biggest issues, and that's what happened here.

When I used to look at places like Leadsie and Connexify (Connexify being heartbroken at this point, but still), I assumed both of them offered one-click everything. Every platform. Every connection. Just magic.

I spent months trying to figure out how to offer Facebook Ads directly — like, actual OAuth. Every path I took was literally failing.

That's when I actually started digging in. Going through their flows. And I found that they don't have one-click for most of the things they do either. Yes, they have it for Facebook Pages, Google Ads, Microsoft Ads, and TikTok Ads, but apart from those, they don't really have it for the rest of the squad. Even Meta Ads itself isn't automated by them.

Essentially, I was killing myself trying to match a standard that didn't even exist. Once I realized that, the whole project changed.

Why Facebook Ads isn't one-click anywhere

Quick aside, because this comes up a lot.

Meta removed the direct app-to-Facebook one-click ad account connection about a year, year and a half ago. They killed the flow. Nobody — not me, not Leadsie, not Connexify, not anyone you've used before — can do true one-click Facebook Ads onboarding anymore. It's gone.

So when you see a competitor "doing it," what they're actually doing is the same thing I'm doing now: a deep link, a guided step, or a manual share. There is no magic version of this anymore. I had to make peace with that.

How I actually fixed it

Once I stopped chasing a perfect that didn't exist, I studied the real pattern across every platform. And the rule became really clear:

Automate when possible. When it's not possible, build deep links so the client barely has to do anything. And if deep links are the best you can do, write very simple, quick, descriptive guided tutorials so they're never lost.

That's exactly what I built. End result: your client really doesn't have to do anything except sign in and pick the accounts they want to share. Google Business Profile and a couple of others still use short manual guides because of how those APIs are gated by the platform itself. Everything else is either OAuth or a one-link shortcut.

What shipped

Native one-click OAuth — client signs in once, picks the accounts, done. We handle the rest.

• Google Ads
• Google Analytics
• Google Tag Manager
• Google Merchant Center

Deep-link plus light guided — client clicks one link, picks the account or fills in one field, done. No screenshots, no calls.

• Google Search Console
• Google Business Profile
• Meta Business Portfolio
• Meta Ad Account
• Facebook Page
• Instagram
• Meta Catalog
• Meta Dataset (Pixel)
• Shopify (collaborator code)
• Squarespace (contributor invite)
• WordPress (admin)
• GoDaddy (delegate access)
• Klaviyo
• Mailchimp
• HubSpot
• Yelp
• Snapchat
• Pinterest
• X (formerly Twitter)
• YouTube

You'll see what I mean the second you build a flow with one of these. It just works.

Full transparency on what's not done

I'm not going to pretend everything is perfect.

Google Business Profile OAuth. Works, but as a 3-step guided tutorial right now. Google has that API gated and we're waiting on their official green-light approval to flip it to a one-click flow. So not one-click yet — more like three clicks. Still simple, just not the standard I want long-term.

Microsoft Ads, TikTok Ads, and LinkedIn. Not yet. Microsoft Ads and TikTok Ads are on the roadmap. LinkedIn specifically is held up because we don't have the scopes and permissions from them yet, but we're actively working on getting that approval. If you have a real client that needs any of these three in the next 30 days, reply to my email directly and I'll help you figure it out.

I'd rather tell you straight than have you discover it mid-onboarding.

Try it

Open any flow in 360Onboard. Drop in a Platform Access step. Pick the platform you want from the list above. That's it.

I told you guys I'll build one of the best onboarding platforms you've ever seen, and I'm still committed to that goal. The ones listed should fix 90% of the real use cases for a platform like ours, and I'll keep you updated on the rest.

As always — reach out if you notice any errors, any issues, any problems, and I'll take care of it.

—David

This month is all about automation. You can now react to anything that happens inside an onboarding flow without writing a single line of code.

Workflow Engine

Every step in your flow can now trigger automated actions when it's completed. Set up triggers, conditions, and actions to handle the busywork for you.

What workflows can do:

• Send custom emails
• Send SMS notifications
• Notify your team in real time
• Fire webhooks to other tools
• Branch on conditions (run different actions based on what the client did)

n8n-Style Workflow Builder

A full visual canvas for building your workflows:

• Outline rail and blocks for each action
• Inspector forms with friendly setup for emails, SMS, webhooks, conditions, and team notifications
• Run history so you can see exactly what fired and when
• Minimap with active glow + tooltips
• Instant insert and optimistic toggle/delete — the UI never makes you wait

Answer-Based Condition Builder

Build workflow rules directly from the answers your clients give. No formulas, no scripting — just point at the question and pick the answer.

WYSIWYG Email Template Builder

The email builder got a complete rebuild:

• Visual template builder with a gallery to start from
• Branding controls + sender configuration
• Variable insertion menu so you never have to remember syntax
• New V2 email pipeline with proper branding chain and reliable scheduled reminders

Improvements

• Friendlier validation messages in the builder — no more cryptic errors
• Sticky progress bar restored in the new client experience
• Duplicating a flow now correctly preserves workflows + signers

We've been heads down building, and there's a LOT to share. Let's get into it.

First Things First — Bug Fixes

We squashed a bunch of bugs this cycle, including some we didn't even know existed. That's on us.

But here's the thing — if you ever notice something off, please text us. We jump on bugs immediately. The faster we know, the faster it's fixed. Don't assume we already know about it. If something feels wrong, tell us. Seriously.

Bring Your Own AI Keys (BYOK)

You can now plug in your own API keys for AI models. We also added OpenRouter and Straico support — so you can talk to our AI using your own keys and your preferred providers.

In-Flow Messaging Widget

This one is huge. Your clients or employees can now send a message directly to your company while filling out an onboarding flow. There's a widget on the right side of each step — they type their question, you get it instantly. No more back-and-forth outside the platform.

Employee vs. Client Flows

You can now mark flows as employee flows or client flows. We noticed a lot of you are building onboarding flows for your own team, not just clients. Now you can organize and distinguish between the two.

Company Field — No Longer Required

We made the company field optional. If you're onboarding someone who isn't tied to a specific company — like an employee or a freelancer — you're no longer forced to fill that in.

CSV Export (Rebuilt)

Exporting responses to CSV wasn't as smooth as it should've been. We rebuilt it. Now it works the way you'd expect — clean, fast, and reliable.

MCP Support

360Onboard now has an MCP server. That means you can control it from your favorite AI clients — Claude, ChatGPT, and others. Manage your flows, check responses, all from the tools you already use.

Twilio SMS Reminders

You can now send SMS reminders to your customers via Twilio. Set it up, and your clients get a text nudge to complete their onboarding.

Pabbly Billing

For those of you in countries where Stripe isn't available — we added Pabbly Billing so you can still bill your customers through our platform.

One note: We'd love for you to run a test first. We've already done testing on our end, but if you want extra peace of mind, run a test transaction with a friend or reach out to me directly and we'll test together.

Box.com Integration

Everything from our platform can now be stored directly to your Box.com account. Another storage option for those who need it (joining Drive, Dropbox, and pCloud).

Dark Mode

Yes, it's here. Dark mode. That's it. That's the update.

2FA Security

You can now enable two-factor authentication on your 360Onboard account. Lock it down.

Analytics & Audit Trail

Full visibility into your onboarding flows — see exactly when someone viewed a flow, when they completed each step, and the full timeline of activity.

Onboarding Complete Notifications

When someone finishes a flow, you now get a completion notification with a direct link to their responses. (There was a bug on this one too — fixed.)

Public Client Portal

A new themeable portal page that lists all of your public links in one place — perfect for sending one link instead of many. Gated behind an active custom domain so it's truly yours.

Conditional Step Navigation

Your flows can now branch at the step level based on how clients answered earlier questions. Skip steps, route down different paths, build truly adaptive onboarding.

Unsplash Image Picker

Search and insert beautiful Unsplash photos directly inside the builder — no more downloading and re-uploading.

New Step Layouts

Two new layouts for prettier flows:

• StepDashboard — app-shell layout with a 2-column grid
• StepTwoColumn — left column becomes a hero image panel

Dashboard Redesign

Brand new dashboard with stats, an activity feed, and redesigned hero-style flow cards with a stats strip and overflow menu.

Under the Hood: V2 Platform

Quietly, we also rebuilt huge parts of the platform from the ground up to be faster, cleaner, and easier to extend:

• New 3-panel flow builder with dedicated editors per step type and auto-save every 2 seconds
• DocuSign-style e-signature — real PDF rendering, drag-and-drop fields, multi-page support, multiline fields, 8 embedded Google Fonts
• AI Copilot redesign — diff preview before applying changes, process trace, redesigned actions popover
• 10-locale translation system — English, French, Italian, Spanish, Japanese, Russian, Korean, Norwegian, German, Chinese
• 1-click OAuth platform access with friendlier scope labels and deep-linking back to the right step

You'll see a one-click "Switch to V2" button on your existing flows. New flows default to V2.

We're moving fast and building what you need. If you have ideas, feedback, or just want to say hi — drop a comment below or shoot us a message. We're listening.

—David

A focused month — better billing options, a public API, and a much-improved e-signature experience.

Monthly & Annual Subscriptions (MRR)

LTD is still around, but if you'd rather pay monthly or annually, you now can. Plan changes go through the Stripe customer portal so you're always in control.

Public Response API + Docs

You can now pull onboarding response data programmatically. Full API docs included — perfect for piping data into your CRM, data warehouse, or internal tools.

E-Signature Builder Rebuild

We rebuilt the signature builder in stages over the month. The result:

• Better field properties and typography controls
• Smart field placement (no more pixel-pushing)
• Multi-page navigation while building
• Cleaner, faster client-side signing experience

Email Templates Redesign

Transactional emails got a fresh, more professional look across the board.

Archives

Old flows you don't need anymore can now be archived to keep your workspace tidy. They're not deleted — just out of the way.

Improvements

• Replaced our old support widget with a native 360Onboard one

We just shipped some massive new features to make client onboarding smoother than ever.

What's New

AI Agent Integration 🤖
Your new AI assistant can:

• Build complete onboarding flows automatically
• Read and analyze contracts
• Create custom contracts
• Analyze flow results and provide insights

While we are still working on the BYOK features, it's completely free to use on us during this first week, so enjoy it!

Cloud Storage Integrations ☁️
Clients can now upload files directly to your system via:

• Google Drive
• pCloud
• Dropbox

Stripe Payment Integration 💳

• Charge customer payments directly
• Built-in invoicing system
• Seamless payment processing

1-Click Account Access 🔐
The game-changer: Clients can now grant access with one click for:

• Google Analytics
• Google Tag Manager
• Google Merchant Center

We programmatically send AND accept invites on behalf of both you and your client. No more back-and-forth emails!

Coming Soon

• Google Ads (end of this week)
• Google My Business Profile
• Facebook integrations

Bonus Updates

• Invoicing is live – manage billing directly in 360onboard
• Company name now optional – perfect for onboarding individuals, not just businesses

We've added public Roadmap and Changelog pages so you can see what we're building and what's new.

• Roadmap – View planned, in-progress, and completed features. Submit feature requests.
• Changelog – Product updates, new features, improvements, and fixes in one place.

We've shipped several improvements to make client onboarding smoother and faster.

What's New

Language Support

• Added Chinese language support

Performance & Reliability

• Fixed bugs and optimizations
• Improved app speed
• Enhanced SMTP email delivery

New Features

• Internal Steps – Add internal steps to collect client information before sending them their onboarding flow
• Email Controls – Turn off email notifications per flow
• Multi-Signer Waiting Room – For flows with multiple signers, if someone tries to access their link before their turn, they see a waiting room message

Enhanced Email Notifications

• After all signers complete their signatures, everyone automatically receives an email with the fully signed document
• Get notified via email when onboarding is completely finished

Enhanced Experience

• Improved confetti celebration animations

Two powerful new features just shipped.

Custom SMTP Integration

You can now connect your own SMTP server to send emails directly from your domain.

• Send onboarding emails from your actual business email
• Improve deliverability with your established sender reputation
• Maintain complete brand consistency in every client interaction
• No more "via 360onboard.com" in email headers – your clients only see emails coming from you

Expanded Language Support

We've added even more languages to our multilingual themes:

• English, Français (French), Italiano (Italian), Español (Spanish), 日本語 (Japanese)
• Русский (Russian), 한국어 (Korean), Norsk (Norwegian)

Now you can deliver truly localized onboarding experiences to clients around the world.

We've been shipping like crazy based on your feedback. This might be our biggest update yet.

New Features

1. Multilingual Theme Presets – Your flows can now speak your clients' language (English, French, Italian, Spanish, Japanese). Perfect for international agencies and global clients.

2. Celebrations – Make completions memorable with animated celebrations: confetti, fireworks, emoji rain, sparkles.

3. Mark Tutorial Steps as Done – Clients can now check off tutorial steps as they complete them for easier progress tracking.

4. Dynamic E-Signature Fields – E-signature documents can now pull data from previous questionnaire steps. Example: Client selects "Premium Plan" in Step 1 → Their contract in Step 2 automatically includes "Premium Plan" in the document. The contract literally changes based on their answers.

5. "Change My Answer" Bug Fixed – Clicking "Change My Answer" now loads previous responses correctly.

6. Read-Only Fields – New field types for displaying information within questionnaires: info boxes and table columns. Perfect for pricing breakdowns, terms, or important information in the middle of forms.

7. New Settings Sidebar Layout – Redesigned for clarity and easier navigation.

8. Placeholder & Default Values – Set placeholder text and default values in questionnaires to guide clients and speed up form completion.

9. Robust Conditional Logic – AND/OR operators. Create complex, branching flows that adapt based on client responses. Show different questions, skip steps, or route clients down different paths automatically.

10. Duplicate Flows – Duplicate an existing flow and customize it. Huge time saver.

11. Public Links – You no longer have to assign flows to specific clients. Create public links that anyone can fill out and still get personalized onboarding.

12. Analytics & Client Activity Tracking – See exactly when clients open forms, complete steps, and make progress. Know who's engaged and who needs a reminder.

13. Custom Theme Text & Fonts – Modify text on themes and change fonts to match your brand identity.

14. Custom Text Fields in Signatures – Beyond signatures and names – add custom text fields for titles, dates, company names, or any other information needed during signing.

15. Multiple Signers – Sequential signing: when one person signs, we automatically send to the next signer, then the next. Perfect for contracts that need multiple approvals.

16. Bug Fixes & Design Improvements – Countless small details polished and bugs squashed for a smoother, more beautiful experience.

We've been listening to your feedback and shipping updates. Here's what's new.

Sensitive Data Steps (New Step Type)

Collect sensitive information with enterprise-level security built right in.

• Add a "Sensitive Data" step to any flow
• Clients are notified that their data is encrypted end-to-end
• Data auto-deletes 120 seconds after you view it (timer starts the moment you reveal the data – we enforce this on our end)
• Perfect for: bank account details, SSNs, API keys and passwords, any confidential client information

Better Results View

We've redesigned the results view to make it easier to find what you need and take action on client submissions quickly.

Improved Field Positioning

Fields now stay where you put them – no more jumping to the bottom of the list. Field types now match between the builder and sidebar for consistency.

Mobile-Friendly Flows

Your onboarding flows now look and work beautifully on mobile devices. Clients can complete everything from their phones without awkward formatting issues.

Menu Tooltips

Each flow menu item now has tooltips so you can quickly understand what each option does.

Account Deletion

Users can now delete their own accounts directly from settings if needed.

Incredible updates for 360Onboard – new features and fixes to make onboarding smoother and more powerful.

What's New

Conditional Logic – You can now make each form question dependent on another. Create dynamic, personalized onboarding flows that adapt based on your client's responses.

Save for Later – Your clients can now save their progress and complete the onboarding flow later. They can use either a password or magic link to pick up right where they left off.

Improved File Uploads – File uploads now work better than ever – smoother and more reliable for your clients.

Sticky Header – The header is now sticky on all client landing pages for easier navigation.

Modal Alerts – All browser alerts have been converted to clean, modern modals for a better user experience.

List Mode Default – The clients page now defaults to list mode for faster browsing and management.

Bug Fixes

• Fixed: Editing a flow no longer duplicates it – that bug is gone.