Client Onboarding System
Current onboarding flows in ReplyBase for new workspaces and Messenger-led qualification
ReplyBase currently has two different onboarding concepts in the codebase, and it helps to keep them separate.
Two Onboarding Paths
- Workspace onboarding: account creation and first login into the SaaS app.
- Messenger onboarding sessions: structured conversation flow captured through Facebook interactions and surfaced in admin.
Workspace Onboarding
- Collect first name, last name, email, and password.
- Create workspace automatically and sign user in.
- Redirect user into dashboard.
Expected setup path after signup:
- connect Facebook Pages, Telegram, or Webchat
- launch builder when needed
- configure flows and AI behavior
Messenger-Based Onboarding Sessions
ReplyBase also tracks onboarding sessions originating from Facebook conversations to capture qualification context in guided flows.
Onboarding Flow Stages
Typical data captured in the current onboarding session model:
- contact name
- business name
- business type
- email or contact details
- selected plan
- stage and completion status
Admin Visibility
- total sessions
- completed sessions
- abandoned sessions
- stage distribution
- drop-off by stage
- recent session details and linked plan data
Practical Guidance
- Treat workspace signup as the primary product onboarding path for customers.
- Treat Messenger onboarding as an operational/sales-assist flow tied to Facebook activity.
- If rollout is webchat- or Telegram-first, document onboarding around those channel setup pages because older flow is Facebook-centric.