Back to Documentation

Onboarding Technical Notes

Technical notes for tenant teams and implementation partners

Use this page only if your team is implementing custom onboarding telemetry or guided setup behavior on top of the standard tenant onboarding flow.

Database Models

  • • OnboardingSession: tracks setup progression and completion
  • • DemoTemplate: stores reusable flow templates
  • • OnboardingMetrics: activation and conversion tracking

Core Components

Onboarding service to manage session state
Flow handler to process messages and transitions
Webhook integration for setup event routing
Dashboard analytics for onboarding metrics

Webhook Integration

Webhook-connected onboarding events can feed setup analytics, milestone tracking, and troubleshooting workflows.

Need the high-level flow?

Go back to the tenant onboarding guide for the practical setup journey.

Tenant Onboarding Guide