A customer portal, AI-generated plans, and a shared task board today. Full self-serve automation is on our roadmap, not shipped yet.
Customers get their own portal to track onboarding.
AI generates the onboarding plan from a template.
A shared task board keeps everyone aligned.
Full self-serve automation is on our roadmap.
1
AI-Generated Onboarding Plans
Every onboarding project starts from an AI-generated template built for the plan type, not a blank page.
2
Shared Task Board
Provider and customer teams work from the same shared task board, so nobody has to ask what is next.
3
Customer Portal Access
Customers get their own portal to view their onboarding project, documents, and tasks.
4
Document Sharing and Tracking
Share onboarding materials in the portal and see when a customer views them.
5
Roadmap: Full Self-Serve Automation
A dedicated self-serve product, with guided setup and no manual project creation, is on our roadmap, not built yet.
Does Projetly's Self-Onboarding system personalize the onboarding experience?
Not with a dedicated self-serve product yet. Today, setup uses a customer portal, AI-generated onboarding templates, and a shared task board. Full self-serve automation is on our roadmap.
Can I track user progress through the onboarding process?
You can see task status and document views in the shared task board and portal. Dedicated progress analytics and reporting are not built yet.
Does Projetly integrate with other tools for onboarding?
Projetly syncs two-way with HubSpot and Salesforce. There is no separate self-serve onboarding integration beyond the core CRM sync.
How does the shared task board work?
Provider and customer teams see the same task board inside the customer portal, so both sides know what is done and what is next.
What kind of support is available for users during the onboarding process?
There is no dedicated self-serve knowledge base or issue-reporting flow today. Support runs through your existing channels. A Knowledge Centre with self-service support is on our roadmap.
