Relayvo use case · Customer onboarding

Onboarding journeys,
kept in motion.

Coordinate a WhatsApp-first onboarding journey from initial intent through guided information collection, approved answers, internal review, human decisions and the next valid action.

Explore the journey
ONBOARDING JOURNEYRELAY / USE CASE
  1. 01
    ENTRYCustomer intent captured
    WhatsApp
  2. 02
    GUIDANCEApproved answers provided
    Knowledge
  3. 03
    COLLECTIONRequired information gathered
    Workflow
  4. 04
    REVIEWException or approval routed
    Human
  5. 05
    NEXT STEPPermitted action coordinated
    Systems
01 THE JOURNEY

One customer.
One continuing context.

Relayvo is designed to keep the objective, approved information and current stage connected as onboarding moves across teams and systems.

01BeginA message or approved business event starts the journey.
02GuideQuestions are answered from the organization’s approved knowledge.
03CollectThe workflow requests the information needed for the next step.
04ReviewAn authorized person handles decisions, exceptions or approvals.
05ContinueThe next configured action or communication is coordinated.
02 CONTROL BY DESIGN

Automate the handoffs.
Preserve authority.

The onboarding architecture is matched to the selected workflow, systems, privacy requirements and decision owners.

KNOWLEDGE

Approved answers

Ground guidance in maintained organizational information rather than unverified general responses.

DATA

Purposeful collection

Request only the information required by the configured onboarding stage.

AUTHORITY

Human decisions

Route exceptions and consequential choices to the people responsible for them.

INTEGRATION

Configured actions

Coordinate permitted notifications and system steps without treating WhatsApp as the system of record.

03 FREQUENT QUESTIONS

A bounded first
workflow.

What can a Relayvo onboarding workflow coordinate?

A configured workflow can guide information collection, answer from approved knowledge, route review, request human approval and trigger the next permitted action.

Does Relayvo make every onboarding decision automatically?

No. Sensitive decisions and exceptions can remain with authorized people while Relayvo coordinates the routine journey around them.

Does Relayvo replace existing business systems?

Relayvo is designed to coordinate journeys across configured systems and owners rather than automatically replace the systems that hold authoritative records.

DESIGN THE FIRST JOURNEY

Where does your onboarding
lose momentum?

Bring one workflow, its handoffs, decision owners and required outcome.