Mindset AI Documentation
  • General
    • Welcome
    • AI and Security
      • AI Guidelines
      • Security Q&A
      • AI Buyers Guide
  • Platform
    • Overview
    • Features
      • Welcome workflow
        • How to configure the Welcome workflow
        • Welcome workflow best practices
      • Onboarding workflow
        • How to configure the Onboarding workflow
        • Onboarding best practices
        • How to configure Single Sign-On (SSO)
        • How to Configure Multi Factor Authentication (MFA)
      • Knowledge workflow
        • Content Discovery
          • How to configure Content Discovery
          • Setting up the Content Discovery carousels
          • ‘Trending’ carousel calculations
        • Knowledge Banks
          • How to configure a Content Knowledge Bank
          • Learn about Synced Knowledge Banks
          • How to create Speakers
          • How to exclude Content from being visible
          • How to process PDF files
          • How to process SCORM files
          • Knowledge Bank best practices
          • Prompts
            • How to configure Prompts
            • Prompts best practices
        • Events
          • How to configure External Events
          • How to Configure Live Streaming Events
        • Knowledge workflow FAQs
      • Agents
        • How to configure the Agent workflow
          • How to add an Agent Disclaimer message
        • How to create Agents
          • Settings
          • Personality
          • Policy
          • Capabilities
            • Capabilities best practices
          • Tools
          • LLM (Beta)
          • Design
          • Knowledge
          • Bias
          • Testing
          • Preview
          • Access
        • Language Translation within Agents
    • Design
      • Navigation
      • Branding
      • Thumbnail Design
      • Images
        • SVG Images
        • Selecting the Right Image for your Application
    • Accounts
      • How to configure Accounts
      • How to configure Account branding
      • How to invite end-users to an Account
    • Humans
  • Developers
    • Embed SDK
      • Embed an AI agent: step by step guide
      • How to embed an agent in your site
      • Testing your Embedded Agent
      • Authentication
    • Mindset API
      • Mindset Public APIs
      • HTTP API
        • API Key authentication
        • API Servers
        • api-authenticate-embedded-user
      • REST API
        • Contexts API
        • Context Files API
        • Labels API
  • Analytics
    • Overview
    • ThoughtSpot
      • ThoughtSpot FAQs
        • Adding a logo or image to a liveboard
        • There is data missing from liveboard
        • Exporting raw data
        • Exporting data to a csv file
        • How to add a note to a liveboard
        • How to pin in a liveboard
        • Editing individual data visualizations in a liveboard
        • Thoughtspot Alerts
    • Connecting a BI tool
  • Integrations
    • Overview
      • Choosing Data for your Agent
      • Supported Files
    • Content management
      • Google Drive
        • Google Drive Integration Set-Up
      • SharePoint
        • SharePoint Integration Set-Up
      • Hubspot
      • Podbean
      • Wistia
      • WordPress
      • Dropbox
    • Communication
      • Microsoft Teams
      • Slack
    • Customer Management and Payment
      • Hubspot
      • Stripe
  • Support
    • Contacting support
    • Taking a screenshot on any laptop
    • Resizing & compressing images
    • Performing a hard refresh
    • Application loading time
    • Raise a support ticket
    • Service Level Agreement (SLA)
  • Mindset AI Website
  • Book a Demo
Powered by GitBook
On this page

Was this helpful?

  1. Platform
  2. Features

Onboarding workflow

Learn about the Onboarding workflow feature.

PreviousWelcome workflow best practicesNextHow to configure the Onboarding workflow

Last updated 4 months ago

Was this helpful?

The Onboarding workflow is a default workflow that is initiated when a user clicks “Get Started” within the app interface.

The Onboarding workflow allows you to deliver a simple and frictionless introduction to using your app. It is where you learn more about who the user is by asking a series of questions and the app applies the relevant tags to the user as they progress through the onboarding process.

Cover

How to configure the Onboarding workflow

Cover

Onboarding best practices

Cover

How to configure Multi-Factor Authentication (MFA)