**To create an automated onboarding flow for new subscribers to your white label reseller business on Papo (https://papo.global/), you combine the Flows module to send welcome messages and guides with the Projetos module to organize internal configuration checklists—all without relying on manual messages.**

When you sell the platform under your brand, every new client needs guidance, activation materials, and a quickly configured environment. Using Flows and Projetos, you standardize this delivery, reduce manual work for your team, and ensure no important step is left behind.

## Automated onboarding summary

| Onboarding step | Resource | What you automate |
| :--- | :--- | :--- |
| Welcome and first steps | Flows | Welcome message sequence and initial guidance |
| Delivery of guides and materials | Flows | Sending usage guides, instructions, and next steps within the flow |
| Your team's internal checklist | Projetos | Tasks such as configuring the domain, creating a Help Center, and adding agents |
| Deadlines and priorities | Projetos | Delivery dates and priority so no step is forgotten |
| Client autonomy | Help Center (complementary) | Personalized knowledge base so clients can answer questions on their own |

## How to use Flows in onboarding

The Flows module lets you create visual automation sequences. You can list available flows, create an empty and inactive flow, or create a flow with simple nodes to build the welcome journey. You can also fill in or replace the nodes of an existing flow and enroll a contact in the flow.

In practice, you build an onboarding flow for your reseller business. It can start with a welcome message, continue with the delivery of a first-steps guide, and end with guidance on how to access the Help Center or contact support. When a new client is created, you enroll the responsible contact in that flow. From then on, messages follow the configured sequence without your team having to send each step manually.

If each client has a different profile—for example, a clinic and a real estate agency—you can create separate flows or adapt the nodes of an existing flow. This keeps onboarding standardized while aligning the content with the client's segment.

## How to use Projetos in onboarding

The Projetos module helps turn onboarding into an internal checklist with owners and deadlines. You can create a project with default columns—Pending, In progress, and Completed—and add tasks with a title, description, priority, and due date.

For each new white label client, create an onboarding project. Add tasks such as validating the custom domain, configuring the client's Help Center, adding agents and teams, reviewing the welcome flow messages, and scheduling the first follow-up meeting. This way, your team can see what is pending, what is in progress, and what has already been completed.

You can also list the current user's most important tasks across all projects, which helps the reseller manager prioritize deliveries when several clients are onboarding at the same time.

## Recommended onboarding flow

1. **Create the welcome flow** in the Flows module, with nodes for the initial message, guide delivery, and final guidance.
2. **Enroll the new client's contact** in that flow as soon as the account is created in your reseller business.
3. **Open a project in the Projetos module** for the client and build the internal configuration checklist.
4. **Set deadlines and priorities** for each project task and track the status columns.
5. **Adjust the content** of flows and checklists according to the client's segment, keeping the experience under your brand.

## Who this process is for

- **Marketing agencies** that onboard several clients per month and need repeatable onboarding without relying on manual messages.
- **Software houses** that sell the white label platform to companies and want to deliver an activation package with guides and internal tasks.
- **Consultancies** that combine Papo with their own methodology and want every client to start off on the right foot.
- **Franchises and networks** that centralize management and need to standardize the entry of new units with checklists and automation.

## Frequently asked questions

### Is onboarding fully automatic?
Flows automate messages and guide delivery after the contact is enrolled in the flow. New client registration and initial enrollment can be done through the platform. For details about automatic triggers when the account is created, check the current conditions on the Papo website.

### Can I customize onboarding per client?
Yes. You can create different flows or adapt the nodes of an existing flow, and open a specific project for each client with its own checklists.

### Are projects used to manage my team?
Yes. The Projetos module organizes internal tasks with status, priority, and deadline, so it works as a delivery checklist for your team.

### Do I need to use both modules together?
It is not mandatory, but the combination is recommended: Flows handle communication with the client, while Projetos organize your team's internal work.

### Can I include video training or external materials?
Yes. Flow messages can contain links to videos, documents, or Help Center pages, allowing you to deliver any complementary material.

### How do clients access the guides after onboarding?
In addition to the flow messages, you can make the guides available in each client's personalized Help Center, which is accessible directly from the platform panel.

## Read also

- [How to customize the onboarding process for new white label clients](/hc/papo/articles/how-to-customize-onboarding-process-new-white-label-clients)
- [How to create a personalized Help Center for each white label client](/hc/papo/articles/custom-help-center-per-white-label-client)

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