About this stage
During this stage, involve.ai is working with you to define and pull in the data sources for your organization, unifying and bringing visibility to it.
You will need a dedicated project team or owner to work with your assigned involve.ai Customer Success Manager, Data Science Consultant, and Account Manager. involve.ai does not require any engineering lift from your end, but will need the support of someone who understands or administers data sources.
Actions to take / resources to use!
(Note: register / log into the CI.ty in order to access the below resources)
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Review this questionnaire before kick off to prepare for the conversation.
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Follow the Let’s Get Started guide as you prepare for kick-off.
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Activate your involve.ai account. Your CSM will send you an activation email once an environment has been set up for you.
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Review Preparing your data for best practice guidance to ensure a strong start.
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Review this Data Mapping Starter Kit to understand how the data mapping process will work.
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Define these essential data types before dashboard setup
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Participate in a kick-off and data mapping session. Your CSM will work with you to set these up.
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Tailor these email templates as needed and begin communicating across your org.
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Add end users into the platform (work with your CSM) and ask the teams to complete Involve 101 Training.
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Familiarize yourself with the involve.ai platform and AI models.
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Check out advice in and post questions to the CI.ty Cafe’s involve.ai forum.
Onboarding outcomes:
During this stage (Typically 30 days in length), you can expect...
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Rapid delivery of your involve.ai dashboard and workspaces
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Unified view of your customer data
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Initial Insights Review
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Ongoing check-ins and working sessions with your executives, data lead, and project owner.
