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
  3. Welcome workflow

Welcome workflow best practices

This article contains our recommended best practice rules for configuring the welcome workflow.

The Welcome workflow helps to create excitement for your users about the experience ahead and motivates them to sign up. Below are the recommended best practices for creating the welcome workflow.

  • First impressions matter. Create an initial brand experience by highlighting the key features and benefits of the app to motivate users to sign up and access the app. Users should understand what’s in it for them within seconds of accessing the app.

  • Use an image and a color that represents the company’s brand on the welcome screen.

  • Keep the welcome workflow as engaging and short as possible to minimize drop-off. It should be clear and concise to communicate the value of your application.

  • Gather as little data as is needed to build an engaging experience for the user.

  • Use a clear and attractive headline that would prompt the user to discover more about the app.

PreviousHow to configure the Welcome workflowNextOnboarding workflow

Last updated 10 months ago

Was this helpful?