EARLY ACCESS PREVIEW Concierge onboarding · Guided workflow setup
CONCIERGE ONBOARDING · READ-FIRST SETUP

Fast, high-touch onboarding
around your actual workflow.

Every deployment starts by reviewing your catalog, feeds, or order rules directly. We calibrate mappings and exception thresholds on a representative sample before you commit to a rollout.

GUIDED SETUP. CLEAR SCOPE.

How onboarding works

Full onboarding guide ↗
01

Choose your app & workflow

Tell us which app you want to run, your current workaround and your team’s volume.

02

Configure rules on your data

We walk through a representative sample together and calibrate rules, mappings and exception thresholds.

03

Go live with clear guardrails

Review the exact scope, deliverables and pricing before activating the workflow for your team.

HOW WE WORK TOGETHER

Configured around your store before commitment

Every onboarding starts by reviewing your catalog, feeds or order rules directly. We calibrate mappings and exception thresholds via a guided workflow walkthrough before you commit to a rollout.

Clear operational guardrails

Read-first verification comes first. Any paid rollout specifies exact deliverables, exclusions, required inputs, rollout window, acceptance criteria, fee and cancellation terms upfront.

Guided setup

Request a workflow call in your workspace to walk through your use case live. We’ll agree a suitable way to share supporting material after reviewing your request.

✓
1. Verify your email & open your private workspace

Submit your workflow bottleneck on the application form. You’ll receive a single-use access link to your dedicated onboarding workspace.

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2. Walk through a representative sample together

We test your SKU aliases, metafield rules, or payout exports against the workflow engine and tune exception thresholds until the output matches your team’s process.

✓
3. Approve written scope before going live

Once you are happy with the sample output, you receive a clear written rollout proposal in your workspace. Nothing is billed until you approve.

COMMON QUESTIONS

Onboarding & security FAQ

Everything your operations, finance, and technical leads need to know before requesting access.

Do we need to grant production Shopify admin access right away?

No. Initial rule calibration works with standard CSV/PDF exports or a staging walkthrough so your team can verify every output artifact before connecting live store access.

Will requesting access create a charge?

No. Requesting access opens your private onboarding workspace. Any paid deployment begins only after you review and approve the written scope, deliverables, and fee.

What is included in the agreed rollout scope?

Every rollout agreement specifies exact deliverables, explicit exclusions, required inputs, rollout window, acceptance criteria, fee, and cancellation terms upfront.

How do ERP & POS discovery tracks (Cegid Y2 & Cygnet) work?

Enterprise connector tracks begin with a scoped schema and endpoint discovery review on sample payloads before any production synchronization is scheduled.

READY TO CALIBRATE YOUR WORKFLOW?

Start with exports or staging.
Commit only when the rules fit.