Onboarding
User flow from Orchestra.
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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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Onboarding flow to name organization, configure custom slug, and invite initial team members via modal with role assignment and validation
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Multi-phase onboarding that sets up account profile, first analytics project, revenue provider integration, and tracking script installation for Visitors web analytics
User selects sales room template, chooses account, configures roles dates and teammates through wizard steps, then publishes with shareable link
AI chat-driven onboarding that generates a custom ecommerce store via questionnaire, live preview, and agent trace
User advances through loading states, use case and persona selections, channel choices, volume estimation, and AI agent configuration to initialize a Voiceflow workspace
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