Octane

Octane

OCTANE

Supercharged client onboarding · Early Access

Client onboarding
for AI teams.

AI agents for enterprise onboarding.

Talk to us

Trusted by teams deploying AI at scale

Velocity AINovaCareApex DispatchSummit.ioCrestfieldMeridian AI
Client config split across 4 Google DocsSame question asked on 3 different callsNew hire — nobody knows how this client worksClient changed hours 6 weeks ago. Agents still don't know.5 clients fine. 50 clients is a full-time job.Onboarding takes 3 weeks. Should take 3 hours.No audit trail for why anything was configuredShipped a feature — now manually updating every clientClient config split across 4 Google DocsSame question asked on 3 different callsNew hire — nobody knows how this client worksClient changed hours 6 weeks ago. Agents still don't know.5 clients fine. 50 clients is a full-time job.Onboarding takes 3 weeks. Should take 3 hours.No audit trail for why anything was configuredShipped a feature — now manually updating every client
The problem

Every deployment
built on chaos.

AI workflow startups move fast — but client knowledge doesn't keep up.

No source of truth

Business logic lives in Google Docs, Notion, AI notetaker notes, and your FDE's head. Siloed, stale, unqueryable.

73%

of FDEs say this is their #1 bottleneck

Onboarding doesn't scale

70% repeatable, 20% custom — but everything feels one-off. 5 clients is fine. 50 is a full-time maintenance job.

longer than it should take

Changes fall through

Client hires someone new. Changes hours. Updates a rule. None of it reaches your agents unless someone manually chases it down.

40h

avg cost to re-onboard one client

How it actually works

Three screens. Full workflow.

From first contact to live agent config — this is the exact flow your team uses every day.

01

Add a client in 30 seconds

Enter practice name, EHR, specialty, and size. That's it — no lengthy setup wizards. Octane spins up a structured record instantly.

Name, EHR, specialty, practice size
No onboarding questionnaire to configure
Ready for AI doc creation immediately
app.useoctane.com/new
Back
O
New Client

Add a new client

Enter the client's basic info — you'll create onboarding docs from their page.

Tampa Orthopedics
Epic
Orthopedics
1–5 providers6–20 providers21–50 providers51–100 providers
Create Client
02

Manage everything from one place

See all your clients, their completion progress, every product they're being onboarded for, and all collected field values.

Real-time completion % per client
All products and sessions in one view
Full field value history and audit trail
app.useoctane.com/client/tampa-ortho
O
Onboard/Tampa Orthopedics
Upload
Edit
TO
Tampa Orthopedics
EpicOrthopedics6–20 providers
Overall Completion72%
Overview
Products
Field Values
Activity
Settings
Prior Auth
In Progress
Scheduling
Building
Create Onboarding Doc
03

Build onboarding docs with AI

Tell the AI which product you're onboarding them for. It builds a custom form with exactly the right fields — no templates required.

AI tailors fields to the specific product
Live field preview as the doc builds
Share link ready in seconds
app.useoctane.com/client/tampa-ortho/new-doc
New Onboarding Doc
Tampa Orthopedics / Prior Auth
Prior auth workflow — they use Epic
Got it! Building a tailored Prior Authorization form for your Epic workflow...
Which product are you onboarding them for?
Form Preview
Patient Info
Patient First Nametext
Date of Birthtext
Insurance Typetext
Authorization
Procedure Codetext
Diagnosis (ICD-10)text
Requesting Providertext
Done — View Client
Social proof

Hear it from them.

What people are saying across X and LinkedIn

JL

Jordan Lee

@jordanlee_fde · Head of FDE, Velocity AI

We went from 3-week client onboardings to same-day go-lives. Octane is the first tool that actually understands what AI workflow teams need. If you're building AI products and still managing client config in Notion — you're doing it wrong.

❤️ 4,100🔁 1,240
PS

Priya Sharma

CTO · NovaCare Health

Client config used to live in 6 different places. Now it's one versioned source of truth that every agent reads. Night and day.

👍 412💬 38
MC

Marcus Chen

@mchen_builds

Every time a client changed their workflow, we'd manually update 4 agents. Octane made that a non-problem. 🤯

❤️ 893🔁 201
AR

Alex Rivera

@alexrivera_ai

Octane just cut our client onboarding from 3 weeks to 1 day. This is what AI tooling should look like 🚀

❤️ 2,300🔁 847
TH

Taylor Huang

Founder · Apex Dispatch

Shipped Octane to all 50 of our clients in under 10 minutes. The ROI on setup time alone is insane.

👍 1,800💬 74
SK

Sam Kim

@samkim_pm

No more re-asking the same questions on every onboarding call. Octane captures it once, agents know it forever.

❤️ 1,100🔁 312
DR

Dana Reyes

VP Ops · ClearPath Health

Our new hire was up to speed on every client on day one. The knowledge base Octane builds is genuinely a superpower.

👍 654💬 29
The founders

Talk to us directly.

We're working closely with early teams. Book a 30-minute call — we'll walk through the product, hear your workflow, and figure out if we're a fit together.

Book a call

30 minutes · No pitch, just a real conversation

Now in early access

Ready to stop
chasing?

Give every client a structured home. Let your agents stay current automatically. Onboard in hours, not weeks.

Talk to us

No credit card required