01
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.
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 example
Illustrative flow
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.
Illustrative response path
Answer, preview, or hand off
aserva reads products, policies, order or channel context, then gives the operator a controlled answer or action preview.
Launch with approvals and handoff first; expand only after review.
Why this page matters
What your team can actually use.
02
Source plan
Start with public scan, then connect commerce source, policies, channel, and inbox workflow.
03
Control model
Launch with approvals and handoff first; expand only after review.
04
Measure it
Measure setup completion, first answer quality, action preview review, and launch confidence.
Operating workflow
Source. Answer. Action.
Start with the customer question, check the right source, and put the next decision with its owner.
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