Signal-directed onboarding
After checkout you are never left guessing what to do next. Signal, the built-in AI assistant, reads your onboarding project status and surfaces the single most relevant next action on the dashboard — onboarding is a directed sequence, not a blank wizard. The steps adapt to your transport style: API-first teams (JSON, REST, webhooks) see JSON/API wording, while classic X12 file-exchange teams see EDI mapping and per-partner EDI setup.
| Project status | Signal directs you to |
|---|---|
| Questionnaire pending | Open the intake questionnaire — company, ISA Sender/Receiver IDs, first partners, and document types. |
| Portal info pending | Add the trading-partner portal and connectivity details Signal needs to provision the connection. |
| Test files ready | Review the generated test files before they are submitted to the partner. |
| In development / testing | Open Signal Setup (the guided Setup Cockpit), add a trading partner or open the partner onboarding & test packet, and open custom EDI / JSON-API field mappings. |
| Any status | Ask the Support AI, scoped to this onboarding project, for a plain-English next step. |
Managed onboarding: White-glove projects add a White-glove & custom mappings step where the SignalEDI team builds and confirms the partner maps with you, while the same directed next-steps keep your team oriented. Open it any time from Setup Cockpit.
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