Starting a support workspace should feel like setting a few clear foundations, not filling in one long administrative form. Lavenity’s redesigned account onboarding now separates each decision and explains why it is needed.
Why long forms stop workspace setup
The flow has four focused stages: review the work email, review the account name and password, name the workspace, and choose the company size. Each stage has one primary action, clear validation, and a product preview that connects the form to the feature being prepared.
Available steps in the progress indicator are interactive. A user can move back to correct an email, update a name, keep the existing password by leaving the optional field empty, or change workspace details before creation. Workspace and company-size draft values are retained in the browser so an accidental refresh does not force the form back to the beginning.
How the new four-step flow works
The unfinished state is also attached to the account rather than one browser session. If someone signs up in one browser and later signs in from another before creating a workspace, Lavenity recognizes the incomplete account and returns them to workspace setup instead of showing an empty dashboard or an unrelated fallback screen.
People who already have an account can switch to sign-in directly from the email stage. Invite links keep their own focused join flow, while normal workspace creation stays free of team-invite decisions until the workspace exists.
Saved progress and returning to setup
The new layout uses the same calm background and visual language as the dashboard: the form stays on the left, a real feature preview sits on the right, and controls remain usable on smaller screens. The design is simpler, but the larger improvement is continuity — the user always knows what was saved, where they are, and what happens next.
Onboarding now ends with a usable workspace and hands off to a separate product checklist. Account creation answers who you are and what you are setting up; product onboarding then helps the team connect the site and receive its first conversation.
What to prepare before creating a workspace
Use a work email, a workspace name the team will recognize, and the real company-size range. These details make spaces easier to distinguish, keep invitations accurate, and avoid immediate administrative cleanup after signup. The account password can still be updated later.
After creating the workspace, continue to the product checklist: connect a domain, customize the messenger, invite at least one teammate, and send a test message. Account onboarding establishes the workspace, but support readiness is proven by a real conversation traveling from the widget to the inbox.
Frequently asked question
What happens if onboarding is closed before workspace creation?
Workspace draft values remain in the browser, while the incomplete state belongs to the account. On the next sign-in, Lavenity returns the user to workspace setup instead of showing an empty dashboard.