Please enable JavaScript.
Coggle requires JavaScript to display documents.
Admin signs up for trial (basic / premium) (Admin goes through wizard to…
Admin signs up for trial (basic / premium)
Admin goes through wizard to answer company questions
After verifying email, admin lands in admin portal and starts widget wizard
:email:After starting the wizard, admin receives a welcome email with the next steps + (announcement of knowledge base) + offer for email support.
Admin successfully filled out widget information
Admin successfully integrates widget into website
Admin successfully invites experts to widget
Expert sets up his account
:email: (only basic/premium users) If admin invited experts, he receives a confirmation email whenver a new expert successfully set up their account.
Experts sets themselves online (green)
Experts receive traffic on Okomo
Admin upgraded to paying version
4 more items...
Admin didn't upgarde to paying version
3 more items...
Free user keeps account
4 more items...
:email: On last trial day, admin receives an email, informing about trial expiring + gets a 10% discount if he upgrades within 24 hours.
Experts don't receive traffic on Okomo
:email: (Basic/Premium users only) If experts had less than 2 interactions after 1 week, admin receives an email, offering a 15 minute 1-to-1 consulting session with customer success
:email: (Free user only) If experts had less than 2 interactions after 1 week, admin receives checklist of how to add traffic.
Expert stays offline
:email: After expert doesn't switch to online for 2 days, he receives an email with reminder that he needs to be online for receiving calls
:email: After experts successfully set up their profile, they receive a 'congratulations email' + ability to rate their onboarding experience
Expert doesn't set up his account
:email: After 2 days, expert receives an email with a link to knowledge base article "Set-up your account" + 'how to use Okomo' link/video + 3 short sentences about Okomo.
Admin doesn't invite experts to the widget
:email:After 1 hour, admin receives email with link to knowledge base article "Add Experts"
:email: Admin receives email to rate his onboarding experience or gets a popup in widget
Free account skips 'adding experts' parts
Admin doesn't integrate widget into website
:email: After 24 hours, admin receives email with link to knowledge base article "Integration"
:telephone_receiver: After 48 hours, adim receives call from inside sales
:email: Admin receives email on the postive impact of live engagement (stats) + introduction of customer success person with offer for a 15 minute 1-to-1 consulting session with inside sales
Admin starts filling out widget information but doesn't complete
:telephone_receiver:After 48 hours, admin receives a call from inside sales
:email:After completing the wizard, admin receives an email to confirm his email. adress
Admin/Expert signs up for free account