A Beginner's Guide to Onboarding

Overview 

The onboarding stage of a customer's lifecycle is a crucial one.  First, it's important to understand how Amity works and how you can use it to achieve your best results. 

Onboarding consists of four stages: Planning, Integrating, Automating, and Launching. 

Planning 

This stage is all about setting goals for you, the customer. Our team will work with you to establish these to kick off your implementation the right way. Typical questions to get started include:

• What are your short-term and long-term goals?
• Which integrations do you need?
• What does a successful implementation look like to you?
• What data do you need? Where is it?

It is important to understand these questions so you can make the most out of Amity. The planning that is completed in this stage is everything you need to get started working with Amity. After this stage is finished, Integrating comes next.

Integrating 

Integrating your data is a critical step in Onboarding. It's the foundation that everything else relies on. For example, no Health or Insights can be generated if there are no Accounts in the system.

This stage is completely focused on collecting data you want to put into Amity. Depending on the platform you use, the credentials needed to activate it will differ. Some integrations are also one-way or two-way, meaning that Amity communicates with some systems back and forth to retrieve information, while some systems only need to interact with Amity once.

After this stage is finished, Automating comes next.

Automating

After the integrations are complete and all of your data is in Amity, the next step is to filter all of it. It's important to keep only the data you need so you can stay organized and track everything easily.

We also set up certain automations for you such as rules and conditions. Rules automatically fire when their conditions are met and are very useful for repeatable actions such as one that will send you an email whenever a new support ticket is created for an account assigned to you.

After this stage is finished, Launching comes next.

Launching

The final stage of Onboarding is concerned with testing out the workflow by learning the advanced features of Amity. These include using custom views like the 'Pay Attention' view, which collects all the accounts you want to pay extra attention to into one place. 

More complex steps that follow include introducing and setting up playbooks.

The last phase of the Launching stage finishes with Amity ace training and team training.