Complete onboarding

Complete onboarding

Complete the Vaanexa onboarding process to finish the initial workspace setup after creating your account. Onboarding guides you through the information and configuration needed to prepare your workspace before you begin using Vaanexa for day-to-day business activities.

What is Complete onboarding?

Onboarding is the initial setup process that follows account creation.

It helps you prepare your Vaanexa workspace for your business by providing the information and configuration required to begin using the platform. The onboarding process is typically completed by the person responsible for setting up Vaanexa for the business.

After onboarding, you can continue configuring specific features such as conversations, leads, AI agents, automations, and connected channels according to your business requirements.

Why use Complete onboarding?

Completing onboarding helps establish the initial configuration of your Vaanexa workspace before your team begins using it.

It can help you:

• Provide the business information required during initial setup.
• Establish the basic workspace configuration.
• Prepare the workspace for subsequent feature configuration.
• Reduce the need to repeatedly provide initial setup information.
• Give your team a clear starting point for using Vaanexa.

Completing onboarding also helps separate initial workspace setup from the configuration of individual features.

Real-Life Use Case

The situation

For example, imagine UrbanNest has created a Vaanexa account and is ready to begin using the platform.

The person responsible for the setup needs to prepare the workspace before the team begins managing customer conversations and sales activities.

The problem

Creating an account provides access to Vaanexa, but the account setup is not necessarily the end of the configuration process.

If the initial setup is incomplete, the team may not have the information or configuration needed for its intended workflows.

What happens without the feature?

The business may begin using individual features without completing the initial setup.

This can result in incomplete business information, additional configuration work later, or delays when other team members begin using the workspace.

How Vaanexa helps

Vaanexa provides an onboarding experience after account creation.

The user can follow the onboarding process to provide the required setup information and prepare the workspace before moving on to feature-specific configuration.

The new workflow

Before:

Account created
→ Initial setup incomplete
→ Team begins configuring individual features
→ Additional setup required

After:

Account created
→ Vaanexa onboarding
→ Initial workspace setup
→ Feature configuration
→ Team begins using Vaanexa

Case Study

Business

UrbanNest

Challenge

UrbanNest has created a Vaanexa account but needs to prepare the workspace before its team begins using Vaanexa for customer communication and sales activities.

Objective

UrbanNest wants to complete the initial setup and establish a clear starting point for configuring the workspace.

Vaanexa Solution

After signing in, the user continues to the Vaanexa onboarding experience. The user follows the setup process and provides the information requested by Vaanexa.

Once the initial onboarding is complete, the user can continue configuring the specific Vaanexa features required by the business.

Outcome

UrbanNest starts with a more organized workspace setup and can move from initial account configuration to feature-specific configuration in a structured way.

How Complete onboarding works

The onboarding workflow follows these steps:

1. The user creates a Vaanexa account and signs in.
2. Vaanexa opens the onboarding experience.
3. The user follows the onboarding steps and provides the information requested by Vaanexa.
4. Vaanexa processes the submitted setup information.
5. The user completes the available onboarding steps.
6. The user continues to the Vaanexa workspace and can configure additional features as needed.

The exact information and steps presented during onboarding can depend on the current Vaanexa workspace configuration.

Before you begin

Before completing onboarding:

• You must have a Vaanexa account.
• You must be able to sign in to the Vaanexa workspace.
• Have the basic business information required by the onboarding process available.
• Make sure you have access to the information needed to configure the workspace.

If you have not created a Vaanexa account yet, complete Create your account first.

How to use Complete onboarding

1. Sign in to Vaanexa

Open Vaanexa and sign in using your account credentials.

After successful sign-in, continue to the onboarding experience when it is presented.

2. Open the onboarding experience

If onboarding is presented after sign-in, continue through the onboarding process.

If you are already inside the workspace, open the relevant Onboarding section when available.

3. Review each onboarding step

Follow the information and instructions presented by Vaanexa.

Review each step before continuing so that the workspace is configured with accurate information.

4. Provide the requested information

Enter the information requested during onboarding.

Use current and accurate business information. The specific fields and configuration options can vary depending on the onboarding flow available in your workspace.

5. Complete the available setup steps

Continue through the onboarding process until the available initial setup steps are completed.

If Vaanexa presents additional configuration options, review them and provide the required information before continuing.

6. Continue to your workspace

After completing the onboarding process, continue to the Vaanexa workspace.

You can then configure the features required for your business, such as channels, conversations, leads, AI agents, or automations.

Understanding the feature

Best practices

• Complete the onboarding process before starting detailed configuration. This provides a consistent foundation for the workspace.
• Use accurate business information. Review information before submitting each onboarding step.
• Keep required information available. This helps you complete the onboarding process without unnecessary interruptions.
• Review each step carefully. Do not skip information simply to finish onboarding quickly.
• Complete onboarding with the appropriate account owner or administrator. The person responsible for workspace setup should understand the initial configuration.
• Continue with feature-specific setup afterward. Use the relevant Vaanexa documentation to configure channels, leads, AI agents, automations, and other features.

Common scenarios

Scenario 1: First-time workspace setup

A business has just created a Vaanexa account and needs to prepare its workspace.

The account owner signs in and follows the onboarding process before configuring individual features.

Scenario 2: Preparing the workspace for a team

A business plans to give multiple team members access to Vaanexa.

The responsible user completes the initial onboarding first and then continues with the configuration required for the team's workflows.

Scenario 3: Completing setup after account creation

A user created an account but did not finish the initial setup.

The user returns to Vaanexa, opens the relevant onboarding experience, and completes the remaining setup steps.

Scenario 4: Preparing for feature configuration

A business wants to configure channels, leads, AI agents, or automations.

The user completes the initial onboarding first and then moves to the documentation for each required feature.

Common mistakes

1. Starting feature configuration before completing onboarding

Beginning detailed configuration before completing the initial setup can leave the workspace partially configured.

Complete the available onboarding steps first.

2. Entering incomplete information

Incomplete information can require additional setup later.

Review the information requested during each onboarding step before continuing.

3. Using outdated business information

The initial setup should use current information relevant to the business.

Review the information before submitting it.

4. Treating onboarding as optional setup work

Onboarding establishes the initial workspace configuration.

Complete the available onboarding steps before moving to detailed feature configuration.

5. Skipping steps without reviewing them

Do not skip an onboarding step without understanding what information or configuration it requires.

Review the instructions provided by Vaanexa at each stage.

Frequently asked questions

When should I complete onboarding?

Complete onboarding after creating your Vaanexa account and before configuring the individual features your business plans to use.

Do I need an account before completing onboarding?

Yes. You need access to a Vaanexa account and workspace to complete the onboarding process.

What information is required during onboarding?

The information requested can depend on the current onboarding flow and workspace configuration. Provide the information presented by Vaanexa during each step.

Can I configure features before completing onboarding?

You should complete the initial onboarding process first, then configure the individual features required by your business.

What happens after onboarding is complete?

You can continue to your Vaanexa workspace and configure the features and workflows required by your business.

Who should complete onboarding?

The person responsible for the initial Vaanexa workspace setup should complete onboarding or coordinate the process with the appropriate workspace administrator.

Related concepts

• Create your account
• Workspace
• Team members
• Channels
• Inbox
• Conversations
• Leads
• AI Agents
• Knowledge
• Automations