Design an onboarding flow

Create multi-step intake questions and optionally launch a pipeline on completion. Onboarding flows collect structured input before the first chat....

Create multi-step intake questions and optionally launch a pipeline on completion.

Onboarding flows collect structured input before the first chat. Enable onboarding in the Experience panel (tab 05).

Add text, select, and file question steps, then optionally trigger a pipeline when onboarding completes.

Use this resource with the linked curriculum, related tutorials, and Gateway documentation. Test the workflow with scoped access before production use, review any action that changes external systems, and keep the persona instructions and connected tools aligned with the outcome your team expects.

Onboarding flow: Intake questions.

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