Guided activation, branding, and launch readiness
Client Onboarding
A guided, premium activation flow for every new tenant — branding, communications, training, and launch.
Tenants in onboarding
—
Live signals coming online
Avg activation time
< 24h
Target SLA
Checklist progress
0%
0 of 7 steps
Welcome sequence
Active
Auto-triggered post-provision
Activation Checklist
Mark each step as it's completed for the active tenant.
- OpenProvision tenant
Create the workspace and assign template.
- OpenUpload branding
Logo, colors, voice presets and email signature.
- OpenConnect domain
Add custom domain and verify DNS.
- OpenConfigure pipelines
Default stages cloned from template.
- OpenCommunications setup
Email, SMS, voice numbers and routing.
- OpenTraining & enablement
Assign operator certification path.
- OpenLaunch readiness
Final review and go-live broadcast.
Automated on provision
Fires the moment a tenant is created from a template.
• Onboarding tasks created
• Welcome email sequence dispatched
• Onboarding pipeline initialized
• Onboarding rep assigned
• Training center links generated
• Branding & communication placeholders initialized
Training
Direct links into the certification flow.