Onboarding with Max AI

Max AI is the main onboarding orchestrator. It manages the entire setup experience through a structured state machine while guiding the merchant conversationally from setup to launch.


Step-by-step onboarding flow

1. Welcome + intent detection

Max AI starts the onboarding session by understanding what the merchant is trying to build.

It:

  • Greets the user

  • Identifies business type and goals

  • Loads existing onboarding progress (if any)

  • Determines where the user should start in the flow

Example behavior:

“What are you planning to sell or build with your store?”


2. Branding setup (mandatory first step)

This is the foundation of the store identity.

Max AI gathers:

  • Store name

  • Store slogan

  • Store subdomain

  • Industry

  • Logo (if provided)

It ensures:

  • Store identity is complete and consistent

  • Naming and subdomain are valid and available

  • Branding is aligned with business type

Once completed, Max AI locks in the branding stage before proceeding.


3. Store location setup

Max AI collects business location details.

This defines:

  • Physical or operational business location

  • Regional context for the store

  • Fulfillment or service coverage (if applicable)


4. Industry classification

Max AI assigns or confirms the store’s industry category.

This helps:

  • Organize store type

  • Enable relevant templates and features

  • Improve page generation accuracy later in onboarding

If the user is unsure, Max AI guides them through selection.


5. Context building (Page understanding phase)

Max AI now shifts into understanding the store in depth.

It gathers:

  • Product or service details

  • Target audience

  • Business positioning

  • Content requirements for the storefront

This step defines what the store should look and feel like.


6. Page and theme generation

Based on collected context, the system generates:

  • Store structure (homepage + supporting pages)

  • Theme direction (visual identity)

  • Layout sections (hero, products, benefits, etc.)

  • Page flow optimized for conversions

This step transforms raw business info into a functional storefront.


7. Validation & guard checks

Before proceeding to launch readiness, the system verifies:

  • Required onboarding steps are completed

  • Branding is valid and consistent

  • Store configuration is complete

  • No missing critical setup fields

If issues are found, onboarding is paused until resolved.


8. Go-live readiness

Once all steps are completed:

  • Store is marked as ready

  • All onboarding stages are finalized

  • Storefront becomes fully active

  • Merchant is transitioned into post-onboarding mode

Max AI confirms readiness and provides next-step guidance.


End-to-end onboarding flow

Welcome → Branding → Location → Industry → Context → Pages → Validation → Go Live

Core principle

Max AI does not just guide onboarding — it actively:

  • Controls progression through onboarding stages

  • Ensures steps are completed in order

  • Adapts flow based on merchant input

  • Maintains onboarding state until completion


Need more help?

For more information and assistance, please send an email to support@prosperna.com


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