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Customer Onboarding

Guided onboarding

Customer onboarding

A clear first-run path from public interest to governed delivery, with account, payment and provider steps kept reviewable.

1

Account

Sign in and confirm the customer workspace.

2

Profile

Complete company, contact, billing and budget boundaries.

3

Sources

Add approved public sources, credentials, MCPs or edge nodes.

4

Request

Submit an outcome with scope, constraints and urgency.

5

Approval

Review provider, payment, legal or publishing gates before work continues.

6

Evidence

Follow progress and proof through the delivery timeline.

Start safely

Customer domains, provider submissions, legal acceptance and payments are handled through explicit approval steps.