Use cards in onboarding

Cards guide the first value path

Cards are useful in onboarding because they tell the user what to do first.

They turn a complex dashboard into a short path.

1

Setup card

Fix missing context, access, or integration basics.

2

Readiness card

Review the first site issue worth checking.

3

Prompt card

Improve the tracked questions before trusting trends.

4

First action

Complete one useful card so the workspace has history.

First setup cards

Setup cards can point to missing integrations, account context, or workspace files.

First readiness cards

Readiness cards can point to the first site issues worth reviewing.

First prompt-quality cards

Prompt-quality cards can help users clean the questions before trusting analytics.

Explain the product through action

Cards teach the product by sending the user to the right view.

This is better than explaining every feature upfront.

The user learns faster when the card points to the dashboard panel that matters now. A setup card can point to settings. A prompt card can point to prompt results. A source card can point to analytics.

Let completed cards mark activation

Completed onboarding cards show that the workspace is moving.

They also create a record of what the user already handled.

Next step

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