Onboarding

Launch an AI qualification workspace in under five minutes.

A guided enterprise onboarding flow that separates available capabilities from planned hardening.

Readiness path

Start with live AI qualification, then harden the workspace.

This onboarding flow is intentionally honest: AI qualification, Supabase lead storage, Stripe checkout, and optional HubSpot sync are available now; multi-tenant workspace controls and advanced workflow launch are planned enterprise items.

Open AI DashboardOpen product tour

Available now

Configuration

Planned

01

Create workspace

Define the workspace name, owner, target market, and lead qualification goals for the secure organization model.

Configuration
02

Connect lead source

Start with the live AI qualification form today, then connect website forms, CRM imports, or campaign sources as the production lead source.

Configuration
03

Run AI qualification

Submit buyer context inside the protected dashboard to score intent, classify status, generate an AI summary, and save the result in Supabase.

Available now
04

Connect HubSpot

Add HUBSPOT_ACCESS_TOKEN server-side to sync contacts after qualification. If it is missing, the lead still saves with a not_configured status.

Available now
05

Activate Stripe billing

Use server-side Stripe Checkout for Solo, Growth, and Enterprise plans, then enforce subscription status from webhook-backed records.

Available now
06

Launch workflow

Turn on lead routing, workspace roles, audit logs, monitoring, and CRM handoff rules after production requirements are confirmed.

Planned