BizSage vs Onthen

White-Label AI Agent Platform

The entire platform is fully white-label, allowing agencies to deploy AI agents under their own branding. There is no "Powered by" badge, and no traffic is sent to an external platform. This ensures you present a seamless, professional service to your clients while building your brand as the AI provider.

Client-Trained Company Brain

Each AI agent is trained instantly on a specific client's own content. By crawling their website and processing uploaded files, BizSage creates a private knowledge base. This ensures the AI provides accurate, context-specific answers that reflect the client's business, not generic AI responses.

Centralized Lead Hub & Pipeline

All conversational leads are captured with full chat context and centralized into a single, simple pipeline. Agencies can manage all client leads from one dashboard, with stages and shareable access for clients. This replaces scattered form submissions with qualified, context-rich leads.

No-Code Agent Builder & Publishing

Build and customize AI agents in minutes without prompt engineering. Set the agent's role, greeting, tone, and response behavior easily. Once built, publish the agent anywhere: embed a widget, share a hosted chat page, or publish on a custom client domain like chat.clientwebsite.com.

Branded Onboarding Pages

Create a completely white-labeled and frictionless onboarding experience. Simply upload your logo and select a primary color, and Onthen applies your branding across the entire participant task page and all automated communications. This presents a professional, cohesive image and builds trust from the very first interaction, removing the generic feel of standard tools.

Flexible Task Actions & Automation

Move beyond simple checklists with a powerful library of task actions. Combine built-in actions like secure document uploads, form fills, identity verification (KYC), and photo requests with third-party app integrations. Automate the busywork by setting up reusable templates and letting the system handle automatic nudges for overdue tasks, keeping processes moving without manual chasing.

Built-in Collaboration & Comments

Centralize all communication directly on the task page. Participants and your team can collaborate in one place using comments, ask questions, and provide updates. Participants can even delegate tasks to others within the same page. This transparency ensures everyone is aligned, reduces email clutter, and keeps tasks progressing smoothly.

CRM Synchronization & Dashboard

Onthen acts as a bridge to your existing systems. Every action, form submission, and file upload is automatically synced to your CRM's timeline and custom fields, making it the single source of truth. Monitor all ongoing onboardings from a customizable dashboard that gives you a real-time overview of statuses, pending tasks, and completions.

For Marketing Agencies

Agencies can turn AI demand into a scalable service. Quickly add clients by domain, launch white-label AI chat agents on their websites, and manage all leads and performance from a single dashboard. This creates a new revenue stream while delivering cutting-edge technology to clients.

24/7 Lead Generation & Qualification

Replace static, low-conversion contact forms with an interactive AI agent. The chatbot engages visitors, detects intent, and captures lead information through in-chat actions at the optimal moment. This results in higher-quality leads with built-in context for the sales team.

Brand-Aligned Customer Support

Provide instant, accurate answers to customer questions anytime. The AI assistant, trained on your help docs, product info, and policies, offers consistent support in your brand's tone. It reduces ticket volume and frees your team to handle more complex inquiries.

Internal Knowledge Management for Teams

Create a specialized AI agent for your company's internal use. By training it on your processes, handbooks, and project files, teams can instantly query company knowledge. This accelerates onboarding and helps employees find accurate information without searching through multiple documents.

Client Onboarding for Service Businesses

Agencies, law firms, and consultancies can streamline how they collect client information, contracts, and initial project details. Replace back-and-forth emails with a branded page where clients complete forms, upload necessary files, and e-sign documents. All data flows directly into the CRM, ready for the team to start work immediately.

Financial Services & Compliance Checks

Fintechs, banks, and property managers can integrate KYC, proof of address, and identity verification directly into the onboarding workflow. Guide customers through secure, compliant checks on a single page, collecting all required documentation and audit trails automatically, significantly reducing manual review and fraud risk.

Employee & New Hire Onboarding

HR teams can provide a structured, welcoming first experience for new hires. Create a checklist that includes submitting personal details, signing policies, setting up IT accounts, and completing training modules. The centralized page ensures nothing is missed, and automatic reminders keep the process on schedule before day one.

Partner and Vendor Onboarding
Businesses that onboard suppliers, affiliates, or channel partners can standardize their process. Use Onthen to collect company information, tax forms, compliance certificates, and contract agreements through a unified portal. This ensures all partner data is collected consistently and stored securely in your central system.

BizSage is a white-label AI agent platform built specifically for marketing agencies, small businesses, and growing teams. It transforms your internal knowledge—from websites, documents, and files—into a reliable, on-brand conversational assistant. Unlike generic AI models, BizSage learns exclusively from your business data, ensuring answers match your specific information and brand voice. It is designed for trust, programmed to admit uncertainty to prevent misinformation. Setup is remarkably fast, taking just minutes to connect data sources, define communication style, and deploy. You can publish your AI agent anywhere: embed it on a website, share a dedicated chat link, or host it on a custom subdomain. BizSage automatically keeps its knowledge fresh with scheduled content refreshes, eliminating manual upkeep. With per-company pricing and unlimited user seats, it scales seamlessly from solo entrepreneurs to large organizations, offering powerful features like a private Company Brain and fully unbranded chat widgets.

Onthen is a centralized onboarding platform designed to eliminate the chaos of traditional client and employee onboarding. It replaces endless email chains, scattered documents, and manual follow-ups with a single, branded task page accessible via a unique link. The platform is built for businesses that need to onboard clients, new hires, or partners efficiently, including agencies, financial services, HR teams, and SaaS companies. Its core value proposition is frictionless collaboration: participants complete tasks without creating passwords, while internal teams gain full visibility and automated tracking. Onthen syncs all collected data and actions directly to your CRM, ensuring your customer records are always up-to-date. By providing clear to-do lists, automated reminders, and a unified workspace, Onthen ensures every onboarding process stays on track, reduces administrative overhead, and delivers a professional, seamless first impression.

Is BizSage truly white-label?

Yes. The platform and all client-facing chat widgets are completely unbranded. Your agency's branding is displayed as the service provider. There is no "Powered by BizSage" badge, and no visitor traffic is redirected away from your client's site to another platform.

How do agents learn each client's business?

You simply add a client's website URL. BizSage performs an initial crawl to ingest their public content. You can then add more pages, entire websites, or upload files (PDFs, Docs, etc.) to build a comprehensive knowledge base. Optional scheduled re-crawls keep the agent's knowledge current.

Where can we publish the AI agents?

Agents can be published in three ways: as an embeddable chat widget on any website, as a standalone hosted chat page with a shareable link, or on a custom subdomain (e.g., chat.yourclient.com). This flexibility allows deployment across various client needs and technical setups.

How is client data and privacy handled?

Client data is used exclusively to train their specific AI agent and is not used to train general AI models. BizSage operates on a per-client knowledge base, ensuring data isolation and privacy. You maintain control over what data is ingested and how it is managed.

How do participants access their onboarding page?

Participants access their onboarding entirely without passwords. You simply send them a unique, secure link. When they click the link, they are taken directly to their personalized, branded task page where they can view and complete their assigned actions. This eliminates login friction and simplifies the user experience.

Does Onthen integrate with my existing CRM?

Yes, Onthen is built to sync seamlessly with your CRM. It connects data from onboarding tasks—such as form submissions, file uploads, and completion statuses—directly to the relevant contact or company record in your CRM. This includes updating custom fields and adding a timeline of activities, ensuring all information is centralized.

Can I customize the tasks and their order?

Absolutely. You have full control over designing your onboarding flows. You can create tasks in a specific sequence that must be completed in order, or set up a flexible list where tasks can be done in any order. You can also set dynamic due dates and build reusable templates for different onboarding scenarios.

How does Onthen handle reminders and follow-ups?

Onthen automates follow-ups to save you time. The system automatically sends gentle reminder emails to participants when tasks become overdue. Additionally, it can send weekly summary digests to both participants and your team, keeping everyone informed of progress and pending items without any manual effort from your side.

BizSage is a white-label AI chatbot platform that trains on your specific business content to generate leads and answer customer questions. It belongs to the category of knowledge-based, company-trained AI assistants designed for direct website integration and brand-aligned conversations. Users often explore alternatives for reasons like budget constraints, needing different feature sets such as multilingual support or advanced analytics, or requiring integration with specific software platforms like their existing CRM or helpdesk. The specific needs of an agency versus a solo business owner can also drive the search for a different solution. When evaluating alternatives, key considerations include the core AI's accuracy and ability to cite sources, the depth of white-label customization, pricing transparency and scalability, the ease of connecting and updating knowledge sources, and the overall setup and management experience required.

Onthen is a customer onboarding platform that automates and centralizes the process using branded, collaborative checklists. It eliminates manual email chains by providing a single page for all participants to track and complete tasks, syncing data directly with your CRM. Users often explore alternatives to find a solution that better fits their budget, specific feature requirements, or existing software ecosystem. Some may need deeper integrations, different pricing models, or a platform that scales with very specific operational workflows. When evaluating alternatives, prioritize tools that offer clear automation, reduce administrative friction, and provide reliable CRM synchronization. The goal is to find a system that creates a seamless, professional experience for both your team and your new clients.