Use this page when you need to understand the live onboarding flow that appears before Coach, Money, and Growth are available. For embedding and token setup, use SDK integration.
Overview
Narrative SDK uses a guided onboarding flow to collect the minimum business context needed before the full product experience becomes available.What’s new in v1.8
v1.8 makes onboarding, authentication recovery, and connected-account completion clearer.
- Post-bank-connection processing starts only after onboarding is complete, keeping first setup and later account reloads separate.
- Supported forms can reuse stored business context so users are not asked for details they have already provided.
- The biggest-constraint preset list is focused on Time, Cash, Staffing, Demand, and Capacity while preserving free-text input.
- Passive session expiry stays inside Narrative with a clear sign-in prompt, while explicit logout uses the branded sign-out path.
- Expired sign-up links show a user-initiated recovery path rather than automatically restarting authentication.
- Connected-account completion states can recover from delayed or nested popup callbacks and show selected-currency choices without requiring a parent-page refresh.
What’s new in v1.5.13
v1.5.13 simplifies onboarding, registration, first visit, and journey progress.
- New users must acknowledge the Terms of Service and Privacy Policy during registration before they can continue.
- Onboarding is organised around three user steps: connect accounts, describe the business, and state goals.
- Business name is carried from registration instead of being asked again, and the sales-channel question has been removed.
- Website or social-page sharing remains optional; users can type
skip, and public-information enrichment is explained as a transparency notice rather than a consent question. - The first visit opens as a Coach-led welcome and goal bridge, with quick-win cards linking into Money action details.
- Journey progress uses clearer completed and incomplete states, with the checklist collapsed by default and expandable on demand.
What’s new in v1.5.12
v1.5.12 keeps onboarding focused on the primary business account while adding same-currency multi-account support after setup.
- Onboarding continues to guide users to connect the primary business account first.
- Users can add more same-currency accounts later from Settings.
- Settings shows connected accounts and the current single-currency limitation.
- A new account connection triggers data reload processing and a completion email when the new account data is ready.
- Duplicate account connections and different-currency account connections are rejected with clear user-facing messaging.
What’s new in v1.5.11
v1.5.11 keeps onboarding lightweight while moving required identity capture before onboarding starts.
- New users must provide business name, first name, and last name before they continue into onboarding.
- The onboarding questionnaire no longer asks for business name as a skippable profile question.
- Optional profile enrichment remains chips-first where available, free-text optional, and skippable.
- The first journey milestone can show account connection as complete when the user reaches the post-connection onboarding experience.
- Setup and first-visit flows remain tied to the existing
onboarding_processingcompletion path.
What’s new in v1.5.10
v1.5.10 strengthens the first visit after onboarding.
- The first visit now centres on a short welcome, a goal bridge, and two or three personalised cost quick-win cards.
- Users are guided towards a light first task: review the quick-win cards and mark which ones are worth pursuing.
- The setup screen better supports a leave-and-come-back pattern when processing takes time.
- Public business information remains optional enrichment and should not block onboarding progress.
What’s new in v1.5.9
v1.5.9 clarifies the current bank connection limits and improves onboarding reliability.
- Users are guided to connect their main business bank account during the first onboarding step.
- Settings explains that current bank account support is for EUR single-currency accounts.
- The public company email follow-up after business-name entry is preserved for downstream personalisation.
- Website and social-link handling is more predictable, with clearer malformed-URL recovery and consistent optional skip behaviour.
- Onboarding prompts, chips, calls to action, and input controls remain visible and tappable on iPhone Safari and narrow viewports.
- Ambiguous country answers and off-topic sales-channel responses can trigger clarification instead of being silently accepted or skipped.
What’s new in v1.5.7
v1.5.7 makes onboarding clearer for users who are setting up the SDK for the first time.
- The website or social link step can be skipped when the user does not have a public page to share.
- Input placeholders are clearer, so users can understand what kind of answer is expected.
- Suggested chips behave more predictably between steps.
- The setup screen more clearly separates “you finished answering questions” from “the product is still preparing your insights”.
- Freshly generated Money data after onboarding is handled more reliably, so new users are less likely to see an empty or unavailable Money page immediately after setup.
- Business context is collected and reused more consistently, helping Coach, Money, and Growth produce more relevant content.
- Connect accounts
- About your business
- Your goals
- Setting up your workspace
- First visit
Current user flow
1
1. Account creation
New users provide the required identity fields before onboarding starts and acknowledge the Terms of Service and Privacy Policy. Existing users with stored identity data are not asked to re-enter it.
2
2. Connect bank
Users must accept the disclaimer and complete the bank connection before onboarding can continue. They should connect the primary business bank account used for day-to-day business transactions. Additional same-currency accounts can be added later from Settings.
3
3. About your business
Users can share a website or social page, country, role, and industry. Business name is carried from registration.
4
4. Your goals
Users share the goal they want to work towards and what is getting in the way. If they are unsure, Coach should help them express that rather than echoing the raw answer.
5
5. Setting up
After optional profile enrichment completes or is skipped, the SDK shows a dedicated setup screen while downstream processing completes.
6
6. Product access unlocks
Processing success leads into a Coach-led first visit, with a welcome, goal bridge, and quick-win cards that link to Money action details.
Input behaviour by step
Interaction details
- Suggested chips are cleared as soon as the user answers a step.
- New chips appear only after the next question renders.
- The country step’s first chip should be the best available guess for the user.
- Industry, goal, and constraint acknowledgements are generated in a short natural sentence rather than with rigid string interpolation.
- The website step lets users type
skip; public-information enrichment stays on by default and can be turned off from Settings. - Contextual loading messages are shown per step instead of a generic
Saving your answer...message.
Business context
Onboarding is designed to gather enough context for the first generated outputs to feel relevant without blocking progress on optional profile questions. Required identity data comes from account creation. Depending on the user’s answers and available sources, optional enrichment can include public business information, website or social context, country, role, industry, primary goal, and biggest constraint. Publicly available business information is used to improve context for insights, not as a consent-gated requirement. Users can turn it off from Settings in Business Profile or Privacy and Security. Turning it off stops further public-source processing; existing insights remain available. Users should not need technical knowledge to complete this flow. If they do not know an answer or do not have a public link, the product should keep them moving rather than blocking setup.Bank connection scope
Narrative currently supports multiple connected bank accounts when the accounts use the same currency. Onboarding asks users to connect the primary business account first. After setup, Settings shows connected accounts and lets users add more same-currency accounts. The current bank account support remains single-currency. Different-currency account connections are rejected with a clear user-facing message before account data is saved. Multi-currency support is planned for a later release.Post-onboarding processing screen
After the final onboarding answer, Narrative SDK shows a dedicated setup state instead of opening the app immediately.Normal state
- Heading:
We're preparing your first briefing - Body copy explains that setup usually takes about 15 minutes
- Users are told they can close the tab and wait for the completion email
Delayed or failed state
If processing fails, is cancelled, or takes longer than expected, the setup screen switches to a delayed message.- Heading:
Setup is taking longer than expected - The support contact is shown as plain text:
support@narrativebanking.com - The message references
onboarding_processingfor troubleshooting context
Implementation notes for integrators
- Collect required business and user identity before expecting onboarding to proceed.
- Do not assume the app becomes available immediately after the last onboarding answer.
- Treat onboarding completion and onboarding processing completion as separate milestones.
- If you test integration flows manually, include at least one full onboarding run that reaches the setup screen.
- When documenting tenant support processes, account for the delayed-processing state and support email guidance.