Introduction

This detailed summary walks you through the process of setting up a 14-day free trial account for your platform using a chatbot.

The tutorial emphasizes creating a seamless user experience, automating account creation, password generation, email verification, and notification workflows.

The goal is to enable leads to effortlessly sign up for a trial without requiring credit card details, ensuring a smooth onboarding process that can be replicated across multiple flows.

Step-by-Step Breakdown of the Process

1. Setting Up the Initial Flow

• Create a new folder named "Create New User".

• Design a flow titled "Start 14 Days Free Trial".

• Add a prompt:
  "Do you want to start your 14 days free trial?"
  with a button for users to click to initiate.

2. Collecting User Email

• Check if email exists in system fields:

  • If email exists, ask for confirmation:

    • "Do you want to create an account with this email?"

    • Provide quick reply options: Yes / No.

  • If email does not exist, prompt user:

    • "Please provide your email address for the free trial."
      Save the response into system fields (market, opt-in).

3. Handling User Responses

• If user confirms ("Yes"):

  • Proceed to create the account.

• If user declines ("No"):

  • Send a friendly message:
    "No problem! You can come back anytime."

4. Creating the User Account

• Use a function flow called "Create Free Trial Account":

  • This reusable function allows multiple flows to invoke account creation without duplication.

• Steps within the function flow:

  • Generate a random password via an external API.

  • Create the user through an API call to your workspace creation endpoint.

  • Send a confirmation email with login details.

5. Password Generation

• External API request:

  • Call a password generator API.

  • Save the random password in a custom field (random_password).

• Test the API:

  • Verify the response contains a success code (200).

  • Extract the password from the response.

6. Creating the Workspace

• API call details:

  • POST request to your create workspace API.

  • Headers include authorization tokens.

  • Body JSON:

    {
      "name": "User's Name or Random Number",
      "email": "User's Email",
      "password": "Generated Password",
      "team_name": "Optional Team Name"
    }

  • Replace static values with variables from previous steps.

• Test the API:

  • Confirm response code 200 indicates success.

  • Capture user ID and status.

7. Sending Welcome Email

• Configure SMTP:

  • Use your custom domain SMTP profile.

• Email content:

  • Welcome message with:

    • Login URL (e.g., yourdomain.com/login)

    • User's email

    • Generated password

    • Instructions to verify email and change password if desired.

• Include verification link:

  • Users must verify their email to activate their account.

• Send email:

  • Use email action with the above content.

8. Post-Creation Notifications

• Messenger message:

  • Send a confirmation message in the chat:

    • "Your account has been created! Please check your email to verify and log in."

• Success/Failure handling:

  • If API response is successful, send success message.

  • If failure occurs, send an error message:

    • "Sorry, we encountered an issue creating your account. Our team will reach out to you."

  • Optionally, notify yourself via internal notification.

9. Testing the Entire Flow

• Use temporary email services (e.g., temp-mail.org) to simulate user sign-up.

• Verify:

  • Email receipt with login credentials.

  • In-chat confirmation.

  • API responses and error handling.

• Ensure the verification email is sent and clickable.

Final Thoughts and Next Steps

This comprehensive setup automates the creation of trial accounts directly through your chatbot, streamlining onboarding and reducing manual effort. The key components include:

• Flow design for user interaction.

• API integrations for password generation and workspace creation.

• Email automation for welcoming and verification.

• Error handling to manage failures gracefully.

• Reusable function flows for scalability.

By implementing this system, you provide leads with an easy, frictionless trial experience, increasing engagement and conversion rates. Future enhancements could include:

• Adding additional verification steps.

• Integrating payment options for paid trials.

• Customizing email templates for branding.

• Tracking user activity post-signup.

Summary Table

Final Remarks

Implementing this automated trial account creation process enhances user experience, reduces manual workload, and ensures consistency across your onboarding workflows. By leveraging API integrations, conditional logic, and email automation, you can deliver a professional, seamless sign-up journey that encourages users to explore your platform confidently.