We’re introducing a new capability to identify and manage accounts on the platform’s Unlimited Plan ($297), designed to streamline onboarding workflows and improve operational visibility for growing teams.
What’s New
Teams and internal groups can now benefit from a formally defined "account," with system-level support, audit tracking, and API capabilities.
This creates a standardized and reliable way to identify the primary account used for onboarding and configuration.
How It Helps
- Streamlined Onboarding: The account acts as a single source of truth for onboarding workflows, enabling better tracking of progress and setup completion.
- Improved Visibility & Control: Audit logs provide full transparency into when and how the account’s status changes, ensuring accountability and traceability.
- Enables Automation: With API support, teams can now programmatically manage accounts—unlocking scalable onboarding workflows.
Who Benefits
Account Owners: Gain a clearer structure for managing their primary account
Onboarding Team: Can reliably track and manage onboarding progress
Why It Matters
As teams scale and onboarding becomes more automated, having a clearly defined account becomes critical.
This update helps:
• Improve retention by ensuring accurate and complete onboarding experiences
• Support scalability through API-driven onboarding workflows (for Onboarding Team)
• Enhance internal alignment with consistent signals for helping customers make faster meaningful actions
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