Overview

A guided onboarding experience that helps new users discover and activate the most important features for their tier. The wizard adapts to the user’s plan, highlighting relevant features and skipping irrelevant ones.

How It Works

1. New users see the onboarding wizard on first login
2. Steps are customized per tier:
– Free: First validation, explore results
– Pro: First validation, bulk upload, create project, export
– Agency: + Team setup, monitoring, AI readiness
– Enterprise: + White-label, API keys, webhooks
3. Progress is tracked and persisted
4. Users can skip or revisit the wizard
5. Completion unlocks a “getting started” achievement

Tier Availability

All tiers (with tier-specific content).

Related Features

– Plan Tiers & Limits: Determines which steps appear
– URL Validation: Typically the first onboarding step

Mini-Tutorial

Step 1: First Login

After signing up or upgrading, the onboarding wizard appears automatically on first login.

Step 2: Welcome Screen

The wizard introduces ValidGraph and shows what you’ll accomplish in a few minutes based on your tier.

Step 3: Perform First Validation

Follow the “Validate Your First URL” step. Paste your website URL and click validate. This teaches the validation flow.

Step 4: Explore Results

See your validation report—scores, errors, schema types. Understand what ValidGraph measures.

Step 5: Tier-Specific Features

Depending on your plan, you’ll see next steps like:
– Pro: Bulk upload, create a project, try export
– Agency: Set up team, connect monitoring, explore AI readiness
– Enterprise: Configure API keys, webhooks, white-label

Step 6: Optional: Skip Steps

You can skip ahead. The wizard stores your progress and you can resume anytime.

Step 7: Complete

When all steps are done, you unlock a “Welcome to ValidGraph” achievement and the wizard closes.

Technical Details

Get Onboarding Status

GET /api/v1/onboarding/status
X-API-Key: sk_live_abc123... (optional)

Response:

{
  "completed": false,
  "tier": "pro",
  "steps": [
    {
      "id": "welcome",
      "title": "Welcome to ValidGraph",
      "status": "completed",
      "completed_at": "2025-03-22T10:00:00Z"
    },
    {
      "id": "first_validation",
      "title": "Validate Your First URL",
      "status": "in_progress"
    },
    {
      "id": "explore_results",
      "title": "Explore Validation Results",
      "status": "pending"
    },
    {
      "id": "create_project",
      "title": "Create Your First Project",
      "status": "pending"
    },
    {
      "id": "bulk_upload",
      "title": "Bulk Upload URLs",
      "status": "pending"
    },
    {
      "id": "export_data",
      "title": "Export Your Data",
      "status": "pending"
    }
  ],
  "overall_progress": 0.17
}

Mark Step Complete

POST /api/v1/onboarding/complete-step
X-API-Key: sk_live_abc123...
Content-Type: application/json

{
  "step_id": "first_validation"
}

Response:

{
  "step_id": "first_validation",
  "status": "completed",
  "completed_at": "2025-03-22T10:05:00Z",
  "next_step": "explore_results"
}

Onboarding Steps by Tier

Free Tier:
1. Welcome
2. First validation
3. Explore results
4. Upgrade prompt

Pro Tier:
1. Welcome
2. First validation
3. Explore results
4. Create project
5. Bulk upload
6. Export data
7. Upgrade to Agency

Agency Tier:
1. Welcome
2. First validation
3. Create project
4. Team setup
5. URL monitoring
6. Scheduled reports
7. AI readiness

Enterprise Tier:
1. Welcome
2. First validation
3. API keys
4. Webhooks
5. White-label setup
6. Advanced features
7. Completion

References

– User Onboarding Best Practices
– Wizard UI Pattern)
– Progressive Disclosure in UX
– ValidGraph Onboarding API