Guided onboarding
Make customer setup faster, repeatable, and easier to support
Self-service onboarding gives customers and internal operations teams a structured path for setup while keeping deeper migration and configuration review controlled.
Company setup
PMC profile, primary contacts, logo upload, business information, and basic configuration.
Property setup
Property profile, address, contact details, basic preferences, sources, and categories.
User setup
Invite initial users, assign basic roles, and connect users to properties.
Onboarding widget
Customer-facing checklist
- Complete company profile
- Add first property
- Upload logo
- Invite users
- Configure lead sources
- Upload/import data
Operations visibility
Internal admins can see onboarding progress, incomplete steps, blocked items, and customer setup status.
AI-assisted data conversion
AI can help map customer export files to Journey import templates. Human review stays in the loop to validate uncertain mappings before import.
| Step | Planned behavior |
|---|---|
| Upload | Customer or operations team uploads source CSV/export file. |
| Map | AI suggests field mapping to Journey CRM import template. |
| Review | Human reviews confidence scores and resolves unmatched fields. |
| Reuse | Approved mapping can be saved for future imports from the same source system. |