Customer onboarding

Protected intake flow

The intake flow records what must be reviewed before a customer workspace can move towards activation.

This surface is operating in a protected state. Nothing is sent, stored, charged, or activated until the required workspace gates are opened.

Ready for review

Identity and workspace profile

Collect account owner details, company context, and workspace purpose before any activation decision.

Ready for review

Plan fit and VS Coins allowance

Confirm the intended plan, allowance expectations, and whether Enterprise review is required.

Ready for review

Governance and approval model

Capture approval owners, professional access needs, and evidence expectations.

Ready for review

Activation review

Keep account provisioning, database writes, notifications, billing, and rollout blocked until the required gates are opened.

Activation gates

Authentication session creationBLOCKEDNot opened
Account provisioningBLOCKEDNot opened
Database writesBLOCKEDNot opened
Notification sendingBLOCKEDNot opened
CheckoutBLOCKEDNot opened
Customer rolloutBLOCKEDNot opened
BLOCKED

No intake has been sent.

Complete the protected intake review to see prepared workspace requests here.