cluedin-onboarding

Requirements

You need node.js and npm installed.

Once checked out, run npm i in the root folder and in the docs folder.

Build the Module

npm run build

Run the Tests

npm run test

Run Lint

npm run lint

Launch Doc Server

Go in the docs folder.

cd docs

Run the webpack server

node server.js

OnBoarding State

Support Steps : https://www.zendesk.com/chat/

General: At any point, the users can stop it.

Steps

A. Admin Account Setup

1. Initial

KEY: 'ONBOARDINGV2_INITIAL' value: 0

• At this point the Users has signed up.
• We should add this a 'step 1' (and give it a percentage in the progress bar)

1. Short Explaination for CluedIn

• Maybe a video or few slides explaining what CluedIn does.

B. Add Integration

1. Choosing Integration

KEY: 'ONBOARDINGV2_CHOOSING_INTEGRATIONS'

• At this point the user is selecting the Integration he wants to picked.
• The idea is that he picks more than 3.
• He can 'skip' some of the subStep
• SubSteps
  • CRM
  • SUPPORT
  • TASK
  • CLOUD FILE
  • OTHER
• Finish when he has picked 3 integrations (otherwise, user should

1. Users is adding the providers that he has picked.

KEY: 'ONBOARDINGV2_ADDING_INTEGRATIONS'

• Users will go through all the different steps for Adding his provider.

• At this, we need to save sub-steps

  • integration_number_1_visited
  • integration_number_1_addIntegration
  • integration_number_1_addConfiguration

• Each time an integration is added the OnBoarding should indicate the users that he has understood where he is.

1. Show the users where to find information around the Integration

KEY: 'ONBOARDING_V2_EXPLAIN_INTEGRATION_CENTER'

• After adding, at this point - we should show the Status with Help (This is where you can manage your integration and see the crawling status). O
• Once it is done, you will receive an Email.

C. Features

1. Search

KEY: 'ONBOARDING_V2_FIRST_SEARCH'

• Show how to use the search
• Substeps:
  • Do a search
  • Show the search result
  • Show the 'Subscribe button'
  • Once it is subsribe, show where it is and what it does

1. EntityPage

KEY: 'ONBOARDING_V2_FIRST_ENTITY_VIEW'

• Show the 'Most Connected' Entity, let the User click

SubStep:

• Explain what the Entity Page is
• Show the 'Pin' button
• Show where to find the 'Pin' button

D. Invite Users

• Chardin, click on the Users Tab
• Explain Current Users - Invitations - Potential Users
• Once invitation is finished -> done
• need to have a button 'I do not want to invite User right now'

1. OnBording Finished02

//http://gilbarbara.github.io/react-joyride/