Onboarding

Onboarding helps users understand the platform and reach their first success quickly. Copy should be encouraging without being patronizing.

When to use

On first login or when a user accesses a new product area for the first time.
As part of wizard flows for complex setup tasks.

Style

Lead with what the user can do, not what the product does.
Keep each step focused on one task.
Use action-oriented CTAs. For example, Set up your first connection.
Do not use marketing language in onboarding flows.

Wizard step titles

Step titles are short imperative phrases. For example, Choose a data source, Configure access.
Do not number the step in the title text - the stepper component handles that.