A client asks for the onboarding guide
- Caller
Hi, I'm setting up with your team this week. Do you have the onboarding guide somewhere I can check?
- Agent
Yes, Daniel. It's in the Client Onboarding space under the page titled Getting Started. I can send you the link by text now, and it covers the first three steps you'll need.
- Caller
Perfect, please send it.
- Agent
Sent. I've also added your name as a viewer on that page so you can open it right away.