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User adds a savings account manually from the personal finance dashboard by selecting asset type then completing multi-step form modals for account name, balance, type, and start date
User tests document extraction parsers in a playground by uploading PDFs, switching between design and code editor views, and reviewing bounding boxes with JSON output side-by-side
Admin creates a security profile via multi-step wizard starting from empty settings, configuring intro, uploading documents and NDAs, adding FAQs, reviewing, activating, then managing in settings
User opens add platform modal or onboarding step to register a new Flutter integration by selecting target OS and entering app details like name, package ID or bundle ID
Onboarding flow to configure products and services for the AI receptionist to reference with callers
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