Customer.io Flow Example: Creating data pipeline

This user flow guides a new user through the process of setting up data pipelines in Customer.io, starting from learning about the feature to integrating specific data sources.

Creating data pipeline

12 screens

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FromCustomer.io

This user flow guides a new user through the process of setting up data pipelines in Customer.io, starting from learning about the feature to integrating specific data sources.

Adding new source

Adding new source

3 screens

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FromDeck

User opens Add Source modal from sources list, enters name and URL, submits to create connection, then sees updated list with new source and creation notification

Adding new source

User starts from empty knowledge base state and adds/configures data sources via import modals for URLs and sitemaps, setting sync, chunking, and system prompt options before managing sources in list and settings views