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Dovetail Flow Example: Creating workspace

Preview this Dovetail user flow: Creating workspace. Explore the opening screens.

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This user flow guides the user through the process of creating a workspace on Dovetail, from landing on the page to completing their workspace setup.

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Creating workspace

6 screens

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FromZaro
Zaro - The Context Layer for Enterprise AI screen
Zaro - The Context Layer for Enterprise AI screen
Zaro - The Context Layer for Enterprise AI screen

User starts workspace creation from members settings, names workspace and chooses setup options in modals, then encounters quota limit paywall and error states blocking completion

User selects sales room template, chooses account, configures roles dates and teammates through wizard steps, then publishes with shareable link

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