Personalizing experience
User flow from Air.
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Merchant completes business verification form and onboarding checklist in Polar settings and dashboard to submit account for review and enable customer payments
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User selects role and company size then completes workspace checklist including data send, dataset creation, and teammate invites in Axiom
Multi-phase onboarding that sets up account profile, first analytics project, revenue provider integration, and tracking script installation for Visitors web analytics
Admin configures workspace brand theme across appearance settings screens with live client portal preview, color/layout/font controls, asset uploads, and upgrade prompts
AI chat-driven onboarding that generates a custom ecommerce store via questionnaire, live preview, and agent trace
User navigates Auth settings to review and edit email templates for verification, magic URL, OTP, password reset and other auth flows, with SMTP requirement and upgrade gate for branding removal
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