Onboarding Workflow

The eeV.ai onboarding process guides new organizations through a comprehensive 7-step setup.

Onboarding Steps

1. Welcome

• Introduction to eeV.ai platform
• Overview of features and capabilities
• Getting started guidance

2. License Setup

• Enter your eeV.ai license key
• Validate license and activate features
• Configure license-specific settings

3. Team Management

• Add team members to your organization
• Assign roles and permissions
• Set up user access levels

4. Integration Setup

• Connect communication channels (Email, WhatsApp, Live Chat)
• Configure CRM integrations (Zendesk, Freshdesk, Zoho)
• Set up analytics and monitoring tools

5. Knowledge Base Configuration

• Create knowledge base categories
• Upload initial documents and articles
• Configure content organization

6. Completion

• Final configuration review
• Platform readiness confirmation
• Access to main dashboard

Post-Onboarding

After completing onboarding:

• Access your role-specific dashboard
• Begin configuring AI agents
• Start handling customer interactions
• Monitor performance analytics

Onboarding Tips

• Complete all steps for full platform functionality
• Have your integration credentials ready
• Prepare initial knowledge base content
• Ensure team member information is accurate