Onboarding Flow

The onboarding sequence is implemented in four steps:

1. get-started
2. organization-setup
3. invitation-phase
4. finalize

Step details

1. Get started

Introduces the platform and routes to organization setup.

2. Organization setup

You can:

• Create a new organization
• Join an existing organization (if invited)

3. Invitation phase

You can invite teammates before going live.

4. Finalize

You enter the dashboard and continue configuration.

Recommended post-onboarding checklist

1. Configure your website settings
2. Create templates used by your support intake
3. Configure priorities and statuses
4. Add FAQ and published articles
5. Assign teams and ownership
6. Install support pages on your website