Onboarding & sign-up flow [πŸ†π™Žπ™ͺπ™˜π™˜π™šπ™¨π™¨]

Added by Justin Sheehan Justin S.
Column
Up Next
Assigned to
Jane Barba Jane B.
Notes

A guided setup experience that helps new users get started quickly and correctly.

  • Introduces the platform, key features, and recommended first actions.
  • Helps users select role, organization, preferences, and use cases.
  • Reduces friction during first-time setup.
  • Can connect users to the right projects, modes, and knowledge bases.



  • Sign-up form
  • Compliance checkbox
  • Email notification
  • Tutorials
  • App tooltips
  • Recommendations

Create approval flow

Subtasks
Project plan onboarding & sign-up flow *APP *APP, Justin Sheehan Justin S. Dec 2, 2025
Figure out 2FA Troy Pastoral Troy P.
Justin Sheehan
Justin Sheehan Chief Journey Officer
Forgot password
Justin Sheehan
Justin Sheehan Chief Journey Officer
Onboarding flow
  1. Look at other AI models - have Jane and team look
  2. Complete steps
  3. Tool tips
Justin Sheehan
Justin Sheehan Chief Journey Officer
Jane Β Can you do research and provide recommendations on how we can help onboarding new users to Daryl AI? Do we have tools or things we currently use?Β 

Cc Ann Troy Β 
Jane Barba
Jane Barba
Right now sir Justin Β , we're using Layerpath for the onsite tutorial steps, and then SimpleBase for the support articles.Β 
Justin Sheehan
Justin Sheehan Chief Journey Officer
Jane Β who configured Layerpath for us?Β 
Ann Lim
Ann Lim
Justin we usually create the interactive tutorial on Layerpath and then a code gets generated there which we ask our dev boys to embed to the website/webpage. We used this for PremierOne Group Portal and for WFO member portal.Β 

What we need: login credentials to Daryl AI and list of features/workflows we want to highlight on the tutorials

For SimpleBase, it's more of a Knowledge-Base site, where we have support articles or blogs. We implemented this for Reppert.