YOYA FOR CUSTOMER ONBOARDING
Customer onboarding meeting scheduling.
Start with what your customer wants to do.
Yoya helps a named onboarding host schedule one-to-one calls with new customers. Customers explain what they are trying to set up, choose an available time and share any questions. The host receives a brief to prepare a relevant walkthrough before the meeting.
No account needed for your guests. Name and email required to book.
FROM INVITATION TO CONVERSATION
How it works for customer onboarding
New customers rarely need the same walkthrough. One may need help getting started; another may be waiting on a teammate or unsure about a specific setting. Collecting that context during booking gives the host a clearer agenda for the first call.
- 01
Invite the customer to get started
Share the onboarding host’s booking link after purchase or account setup. Explain who will lead the session and what it covers. Set the duration to fit a focused first walkthrough.
- 02
Find out where they are now
Ask what the customer wants to accomplish, what they have already set up and which question they want to cover first. Use an account or company field if it is needed to identify their workspace. Never ask for passwords or access tokens.
- 03
Prepare a relevant walkthrough
Read the brief and check the account details through your normal support process. Prepare the relevant examples or help articles. Confirm the next step during the call rather than promising a completion date during booking.
MAKE IT YOURS
A ready-to-adapt booking setup
Paste these into your page's conversation instructions, then adjust them to your work.
Ask what the customer wants to set up, what they have already tried and which question they want to cover first. Do not request passwords, API keys or other credentials. Do not promise product features, account changes or implementation dates.
Suggested required fields
- Company or workspace name
- What would you like to set up?
Name and email are already required. Add only the extra fields you need; conversation instructions alone do not make an answer required.
Free tools for this workflow
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Questions before you start
Start with 1 booking page and 10 bookings per month on Free. Compare plans for more pages and voice minutes.
Calendar invites and meeting links depend on your connected services. Need help? Read the setup guide or explore booking through an AI assistant.
Can Yoya assign the call to the right account manager?
Share the named host’s booking link with their customers. Yoya does not currently look up account ownership or provide automatic round-robin assignment.
Does the brief include information from our CRM?
The brief uses the booking conversation, not a native CRM sync. Check customer records separately if you need subscription, purchase or support history.
Can I use this for group training?
This page describes a one-to-one booking with an onboarding host. Yoya does not manage class seats or group-training registration.
Is the brief a record of the onboarding call?
No. It captures context before the call. It does not record the session, summarize the live meeting or update a customer-success plan.