Tenant Onboarding Guide
How new users and workspace owners should onboard, connect sources, and reach first value quickly
This guide focuses on the onboarding path that gives tenant teams the fastest path to useful outcomes.
Onboarding Outcomes
- Create and secure your workspace account.
- Connect at least one active source (Telegram or Webchat).
- Configure one practical flow and one AI fallback path.
- Validate that messages become conversations, contacts, and leads.
Recommended First-Week Path
- Day 1: complete signup and open your dashboard.
- Day 1-2: create your first bot and assign an Entry Flow.
- Day 2: connect Telegram or Webchat.
- Day 3: run test messages and verify lead capture.
- Day 4-7: tune responses from real conversations.
Expected setup path after signup:
- connect Telegram or Webchat
- launch builder when needed
- configure flows and AI behavior
Setup Priorities
- Prioritize one source that gives the highest conversation volume.
- Define a clear fallback mode: Flow-first with AI fallback is common.
- Use concise welcome and qualification prompts before scaling complexity.
- Review conversations daily during your first week.
What To Track During Onboarding
Track these metrics to make sure onboarding is working:
- time to first connected source
- time to first automated reply
- first week message volume
- lead capture completion rate
- manual takeover rate for unresolved messages
Common Mistakes To Avoid
- connecting sources before assigning an Entry Flow
- using long, complex first prompts that lower completion rates
- skipping webhook or diagnostics checks after setup
- upgrading plan before validating actual usage patterns
Practical Guidance
- Keep onboarding practical: one source, one flow, one measurable goal at a time.