Client Onboarding System
Automated onboarding through Facebook Messenger
ReplyBase includes a production-ready onboarding flow that guides new clients through a structured Messenger conversation. It captures lead data, plan selection, and redirects clients to the dashboard to complete setup.
Onboarding Flow Stages
Welcome and intent confirmation
Collect name and business details
Business type selection
Contact info capture
Plan selection and trial/payment choice
Demo template selection
Confirmation and dashboard redirect
System Capabilities
- • Automated lead capture
- • Plan and trial selection
- • Demo template recommendations
- • Analytics and conversion tracking
- • Admin visibility into onboarding sessions
Implementation Details
View the technical guide for database models and webhook integration.
Onboarding Implementation