Creator Module
The Creator Module is the heart of our platform, designed to empower you to craft tailored onboarding journeys effortlessly. Whether youβre managing customer onboarding for banking, fintech, or other industries, this module provides the tools to build workflows that align perfectly with your business needsβno coding required.
This module is ideal for configuration engineers, operations teams and product managers who want to take charge of the onboarding process without relying on technical teams. Its intuitive design ensures that even users with minimal technical expertise can configure and launch workflows with ease.
With the Creator Module, you have full control to design and configure each step of the onboarding process, ensuring a seamless and personalized experience for your end-users. The module is divided into two key components, each serving a specific purpose:
The Journey Builder lets you create and visualize the actual flow of your onboarding process. With elements, rule-based triggers, and an intuitive interface, you can design journeys that are both efficient and engaging.
Dive into a comprehensive suite of settings and permissions to mold the platform to your exact requirements. From branding to user roles and API integrations, Configurations allow you to set the foundation for a highly customized onboarding journey.
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].
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