Onboarding Flow Redesigned
Improvement · 2026-05-24
Details
We rebuilt onboarding around how people actually start: pick the work, meet a hire, run a real task. The flow walks you through fewer steps, captures the right context up front, and skips the long form on first session. New accounts hit a working conversation in minutes instead of clicking through setup screens.
What changed
- Shorter first-session path to a working conversation
- Cleaner context capture in the activation wizard
- Less form, more doing
- Activation funnel rebuilt around real user behavior