Guided Onboarding Tour

Collect essential user information in a friendly, conversational way that feels natural rather than like filling out a boring form. Guide users through providing their details while automatically saving everything to their profile for future personalization.

What makes it special:

Unlike traditional forms, this flow uses natural conversation to gather information step-by-step. Each question is presented individually, responses are acknowledged warmly, and data is silently stored using UPDATE_CONTACT cards. 🎭

Data collected:

• First name - Stored in system field

• Last name - Stored in system field

• Email - Stored in system field

• Phone - Stored in system field

• Company - Stored in system field

• Location - Stored in system field

• Interests - Button selection with custom input option

// Example: Variable reference
QUESTION_CARD → stores in: flow.cardId
UPDATE_CONTACT → reads from: {{flow.cardId}}

Customization options:

All contact information is stored in system fields and immediately available for:

1. Personalization and segmentation

2. Communication and follow-up

3. Analytics and reporting

4. Integration with external systems

Privacy first: All data is saved directly to user profile fields and can be used immediately for personalization. The conversational approach maintains engagement while respecting user time.

Create a warm and inviting first impression for everyone who joins your platform. This template automatically greets new users with a friendly welcome message, introduces your brand, and provides clear next steps.

What's included:

• Friendly welcome message with emoji

• Company introduction highlighting your value

• Quick start guide with numbered steps

• Action buttons to explore, setup, or get help

Perfect for:

Any business wanting to make a great first impression and guide users toward their first meaningful action. Works great for:

• SaaS platforms onboarding new signups

• Communities welcoming new members

• E-commerce sites greeting first-time visitors

• Service providers introducing their offerings

First impressions matter. Make yours count! 👋

Comprehensive Employee Onboarding Program

This template provides a structured onboarding experience for new employees. It covers company culture, policies, tools, and essential training to help new hires get up to speed quickly.

What This Template Does:

• 👋 Welcomes new employees
• 🏢 Introduces company culture and values
• 📋 Covers essential policies and procedures
• 🛠️ Guides through tools and systems
• ✅ Tracks onboarding completion

Use Cases:

• 🆕 New hire orientation
• 💼 Remote employee onboarding
• 🔄 Role transition training
• 📚 Company knowledge base

Key Features:

• Structured learning modules
• Interactive questions and feedback
• Progress tracking
• Resource links and documentation

Collect Feature Requests from Users

This template helps users submit feature requests and ideas for product improvements, capturing all necessary details for evaluation.

What This Template Does:

• ✅ Collects feature category
• ✅ Gathers detailed feature description
• ✅ Captures use case and benefits
• ✅ Records priority from user perspective
• ✅ Saves all requests for product roadmap

Use Cases:

• 🚀 Product roadmap planning
• 💡 Innovation and ideation
• 🎯 User-driven development
• 📊 Feature prioritization

Customization Tips:

• Add voting mechanism for popular features
• Include estimated impact questions
• Create custom fields for tracking
• Add follow-up for clarifications
• Notify users when features are implemented