Guided onboarding

Build one complete, owned customer workflow before expanding the workspace.

Expected outcome: A real customer message reaches the right team, has one owner, and ends with a visible next action.

1. Prove one customer journey end to end
Avoid configuring every feature at once. Start with the smallest workflow the team must operate well.

2. Name the customer moment you want to improve
Example: a WhatsApp enquiry becomes an owned conversation with a same-day response and follow-up.
Review point: One journey · one owner · one success measure

3. Confirm the organization and operating workspace
Workspace settings, members, channels, and customer records must all belong to the intended operating boundary.
Review point: Check the workspace before changing shared configuration

4. Invite only the teammates needed for the first journey
Give each person the least role they need and decide who owns setup, daily work, and escalation.
Review point: Owner governs · Admin configures · Member operates

5. Create the receiving team inbox
Connect the channel to a team inbox with clear membership, routing, ownership, and response expectations.
Review point: Unmatched work needs a visible default destination

6. Send one safe message through the real path
Use an authorized test contact. Verify inbound receipt, assignment, reply, delivery state, and the customer timeline.
Review point: Submitted is not the same as delivered

7. Ask another teammate to continue without a handoff call
The thread, owner, priority, customer context, and next action should explain what happened and what comes next.
Review point: If the next person must ask, the workflow is incomplete

8. Repeat the proven pattern for the next customer journey
Add channels, automations, and broader access only after the first workflow is observable and owned.

This silent visual walkthrough was screen-recorded from the sanitized Acme Retail demo workspace. Follow the linked written guide for exact prerequisites, role boundaries, edge cases, and recovery.