How much of client onboarding is automatic, and what still needs to be done by hand?

The SaaS Configurator automates creating the account, the welcome emails, provisioning services, billing and the subscription, and the snapshot on the plan puts all your items in the client's account.

You or your client typically still need to:

1. Fill in the global variables, such as company name, agent name and business hours. Items from a snapshot update from these variables.
2. Get a phone number, if the client needs one.
3. Apply for SMS registration (A2P 10DLC).
4. Connect integrations, such as email (sending from the client's domain), social media, and a payment integration if they take payments.