Company onboarding
Stand up the service in one pass
This is the product shape: company profile, channel setup, workflow rules, and team registration.
01
Company setup
Capture company name, vertical, support contact, and preferred deployment region.
02
Channel assignment
Provision a dedicated SMS number and attach the inbound webhook and compliance pages.
03
Workflow rules
Define what the assistant answers, what escalates, and what requires a human operator.
04
Team registration
Upload employees or invite them through the registration flow so the allowlist is created from day one.
Next implementation step
Move this from static preview into a persisted onboarding flow with tenant records, phone number assignment, and editable prompt or tool configuration.