WORKFLOW / CUSTOMER ONBOARDING

A new customer.
A useful welcome.
A clear next step.

Use an account-created event to start an onboarding video workflow. Prepare the story in Engage and bring the result back to your existing welcome journey.

Read the implementation walkthrough

THE CREATIVE EXAMPLE

Help someone
make their
first move.

For a new small-business customer, open with a relevant human moment, explain one useful action and make the next step clear.

Prepared AI-generated financial-services creative. Illustrative workflow, not a recording of an automatically completed campaign.

0:000:00

SHUFFLL ENGAGE

EXPLORE A WORKFLOW

Your customer system

Account created

A trusted event starts the workflow. Your integration checks eligibility and prevents duplicate requests before continuing.

Onboarding / EXAMPLE

Use an event from your CRM, commerce system or application.

Interactive walkthrough

Example integration recipe. Connect supported API or MCP operations through your application or automation.

INPUT

Only what the story needs.

Trigger: Account created
Useful context: Journey stage, relevant interest, supported language
Optional detail: Recipient name, with a neutral default
Control: Eligibility and consent checked by your integration

OUTPUT & HANDOFF

A result your stack can use.

Video: Output from the supported generation/export workflow
Status: Completion or failure, tied to the workflow identifier
Destination: Your welcome email, messaging flow or application
Measurement: First useful action, with a defined comparison group

Design the difficult moments, too.

No usable interest? Select the reviewed general welcome.
A duplicate event? Your integration should reuse or suppress the request.
Generation or export fails? Route the failure to an owner; keep the existing non-video welcome available.
No permission to contact? Your delivery platform suppresses the message.

Edited staging capture showing scenes, a script with a recipient field, and a voice control. — Edited staging capture · Example creative content. The integration walkthrough does not claim every workspace operation is available through fixed-video REST/MCP V1.

BRING YOUR CUSTOMER MOMENT

Let’s map the work
around your video.

Talk through your workflow