Customer moment
Built for merchants that want to understand the first week before they commit.
Resource
Onboarding path
A setup page for moving from scan to source connection, workflow selection, testing, assist mode, and expansion.
Operating mode
Assist first
Risk rule
Team approval
Evidence
Sources checked
Product process
Onboarding path in motion
The motion panel shows the operating loop; the board beside it changes by product, use case, or resource.
QuestionSourcesAnswerApproval
Onboarding path workflow board live example
Branch demo
Onboarding path in motion
Customer asks
Can you answer this customer from the store context and show what happens next?
Operator checklist
Question
Workflow checklist
Sources
Source map
Answer
Risk boundary
Approval
Metric plan
Selected step
Question
Can you answer this customer from the store context and show what happens next?
Answer, preview, or hand off
Launch with approvals and handoff first; expand only after review.
Workflow checklistSource mapRisk boundaryMetric plan
Interactive example follows the customer moment for this route.
Onboarding path workflow board
01Customer moment
02Needed sources
03Safe response
04Next owner
Use the board to see what changes on this route before scanning.
Most common interaction
Can you answer this customer from the store context and show what happens next?
Workflow checklistSource mapRisk boundaryMetric plan
aserva response path
aserva reads products, policies, order or channel context, then gives the operator a controlled answer or action preview.
Answer, preview, or hand off
Launch with approvals and handoff first; expand only after review.
Why this page matters
What changes on this route.
Source plan
Start with public scan, then connect commerce source, policies, channel, and inbox workflow.
Control model
Launch with approvals and handoff first; expand only after review.
Measure it
Measure setup completion, first answer quality, action preview review, and launch confidence.
What this page covers
A setup page for moving from scan to source connection, workflow selection, testing, assist mode, and expansion.
Built for merchants that want to understand the first week before they commit.
The target outcome is a clear first-value path with no mystery steps.
The workflow is tied to a customer moment, a source set, and a safe next step.
Commerce context
aserva starts from the system that owns the truth, then adds the conversation context around it.
Start with public scan, then connect commerce source, policies, channel, and inbox workflow.
Customer questions, policy rules, order state, and product data stay visible together.
If a source is missing or confidence is low, the human handoff path stays explicit.
Control model
The product principle stays consistent across verticals, channels, and comparisons.
Launch with approvals and handoff first; expand only after review.
Sensitive changes are prepared as previews before execution.
Operators see what the AI read, what it wants to say, and why the action is safe or blocked.
Proof and measurement
The route shows what has to be measured before the workflow expands.
The proof focus is install-to-value clarity.
Measure setup completion, first answer quality, action preview review, and launch confidence.
Expansion happens by channel, workflow, and action type after evidence is visible.
Operating workflow
Source. Answer. Action.
The control model stays consistent, but the sources and customer moment change by page.
Proof boundary
What this route proves.
Audience, outcome, and measurement stay visible so the page does not drift into generic claims.
Audience
Built for merchants that want to understand the first week before they commit.
Outcome
The target outcome is a clear first-value path with no mystery steps.
Measurement
Measure setup completion, first answer quality, action preview review, and launch confidence.
Related pages