Onboarding

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Effortless Authentication

• Multiple Login Options: Subscribers can sign in with Google for instant access or use traditional email/password authentication.
• Email Verification: Automatic email verification ensures account security and reduces spam signups.
• Password Recovery: Built-in “forgot password” functionality means subscribers never get locked out of their accounts.
• Professional Design: Clean, friendly interface with engaging illustrations that build confidence and trust.

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Smooth Onboarding Journey

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Step 1: Account Creation

Simple account creation with clear password requirements and helpful guidance throughout the process. Users can authenticate using their Google credentials if they prefer.

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Step 2: Email Verification

Automated verification code system with easy resend options if needed. Added security measures ensure your customers are really your customers.

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Step 3: Plan Selection

Clear pricing display with your configured subscription options, trial periods, and transparent billing information.

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Step 4: Secure Payment Processing

Professional Stripe-powered checkout with multiple payment methods (card, Cash App Pay) and secure 1-click checkout options.

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Step 5: Agent Personalization

This is where the magic happens - subscribers provide the preferences you’ve configured, ensuring every interaction is tailored to their specific needs.

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Why This Matters for Your Business

• Professional First Impression - The polished onboarding experience immediately establishes credibility and builds confidence in your service.
• Higher Conversion Rates - Smooth, friction-free signup process reduces abandonment and increases trial-to-paid conversion.
• Quality Data Collection - Thoughtfully designed preference collection ensures you get the information needed for personalized agent interactions.
• Reduced Support Burden - Clear, self-explanatory onboarding means fewer “how do I sign up?” or “I can’t access my account” support requests.
• Enterprise-Grade Security - Professional authentication and verification processes protect both you and your subscribers.

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The Complete Experience

• Trust-building design with professional visual elements
• Multiple authentication options for convenience
• Transparent pricing with clear trial and billing information
• Secure payment processing through industry-standard Stripe
• Personalized setup that prepares your agent to serve them perfectly

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Behind the Scenes

• Email delivery and verification systems
• Secure payment processing and PCI compliance
• Account security and session management
• Data collection and storage for personalization
• Integration with your agent’s knowledge base