Onboarding

Onboarding

This page describes the standard onboarding flow for a new Knode customer.

Prerequisites

• Confirm integration access and admin ownership.
• Identify the primary coaching goals.
• Prepare sample calls for initial analysis.

Onboarding flow

1. Connect integrations and verify data ingestion.
2. Import baseline data for historical context.
3. Configure coaching goals and analysis preferences.
4. Invite initial users (admins and managers).
5. Review early insights and calibrate the model.

Success criteria

• Data ingestion is stable and complete.
• Managers can access dashboards and coaching views.
• Sellers receive clear, consistent feedback.