To customize the onboarding process for new white label clients in Papo (https://papo.global/), you use the Flows module to automate welcome sequences and the Projects module to organize delivery checklists and tasks. This way, each new client receives standardized guides, guidance, and follow-up without relying on manual messages.
Automated onboarding summary
| Onboarding stage | Feature | 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 |
| Internal checklist for your team | Projects | Tasks such as configuring the domain, creating the Help Center, and training agents |
| Deadlines and priorities | Projects | Delivery dates and priority so no step is forgotten |
| Client autonomy | Help Center (complementary) | Personalized knowledge base so the client 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 white label reseller. 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 there, 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, but with content aligned to the client's segment.
How to use Projects in onboarding
The Projects module helps turn onboarding into an internal checklist with assignees and deadlines. You can create a project with standard columns — Pending, In progress, and Completed — and add tasks with title, description, priority, and due date.
For each new white label client, create an onboarding project. Add tasks such as: validate the custom domain, configure the client's Help Center, add agents and teams, review the welcome flow messages, and schedule 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 most important tasks for the current user across all projects, which helps the reseller manager prioritize deliveries when several clients are onboarding at the same time.
Recommended onboarding flow
- Create the welcome flow in the Flows module, with nodes for an initial message, delivery of guides, and final guidance.
- Enroll the new client's contact in that flow as soon as the account is created in your reseller.
- Open a project in the Projects module for the client and build the internal configuration checklist.
- Set deadlines and priorities for each project task and track the status columns.
- Adjust the content of flows and checklists according to the client's segment, keeping the experience with your brand.
Who this process makes sense 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 each 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 useful for managing my team?
Yes. The Projects 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 handles the client experience and Projects handles internal execution. A personalized Help Center also complements onboarding.
What can I send in the welcome flow?
First-steps guides, usage guidance, configuration reminders, and follow-up messages. You define the sequence.
Read also
- How to create a personalized Help Center for each white label client
- How to customize the visual identity of your white label reseller in Papo
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