Omboardify is a powerful B2B onboarding re-engagement platform that helps businesses reconnect with clients who have dropped out of the onboarding process. Using WhatsApp as the primary communication channel, it provides automated follow-ups, form management, and comprehensive tracking of client onboarding progress.
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WhatsApp Integration
- Automated messaging system
- Multi-session support
- QR code authentication
- Bulk messaging capabilities
-
Smart Form Management
- Multi-step onboarding forms
- Progress tracking
- Response validation
- Automated follow-ups
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Client Tracking
- Real-time progress monitoring
- Dropout detection
- KYC verification status
- Completion rate analytics
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Dashboard Analytics
- Onboarding metrics
- Conversion rates
- Average completion time
- Status distribution
The project is structured into two main components:
server/
├── backend/ # NestJS backend service
└── frontend/ # React frontend application
- Node.js (v18 or higher)
- pnpm (v10 or higher)
- PostgreSQL
- n8n (for workflow automation)
- Clone the repository:
git clone [repository-url]
cd omboardify- Install dependencies:
# Install backend dependencies
cd server/backend
pnpm install
# Install frontend dependencies
cd ../frontend
pnpm install-
Set up environment variables:
-
Start the development servers:
# Start backend
cd server/backend
pnpm run start:dev
# Start frontend
cd ../frontend
pnpm run devFor detailed documentation about each component:
- NestJS
- TypeORM
- PostgreSQL
- @whiskeysockets/baileys (WhatsApp Web API)
- Passport JWT
- React
- Vite
- TypeScript
- TailwindCSS
- React Router
- React Query
- n8n
The platform provides comprehensive analytics including:
- Total clients
- Active onboardings
- Completion rates
- Average completion time
- Monthly conversions
- Message statistics