The Q2 customer onboarding flow requires a comprehensive review to address feedback collected in Q1. Several customers reported confusion at the account setup step and during the first-login experience. This task covers the full audit and corresponding documentation updates.
Scope of work:
Definition of Done: All linked documentation PRs merged; onboarding checklist v2.0 approved by @VP-CS; Help Center articles published before the v3.4 release date.
Got the Slack pin, thanks Sarah. I'll start with the "Account Setup" and "First Login" articles today — those two had the most NPS complaints according to PROJ-1235's findings.
Moving this to In Progress. Will post a draft link in this thread once the first two articles are ready for review.
Hi Jordan — I've shared edit access to the Help Center article drafts with you. The four articles that need updating are pinned in the #cs-docs Slack channel.
Also, I checked with the Product team — the Guided Setup Wizard feature flag will be enabled for all tenants on April 14, so we have a hard deadline of April 13 for article publication.