What is Centriu onboarding?

Onboarding is a guided session in which a Centriu specialist:

Presents an overview of the platform.
Tailors the demo to your company's reality (growth, CX, operations).
Helps organize the first steps (integrations, command center, management rituals).

It is not just a “screen tour”: it is a moment to align business goals and build a usage plan.

Onboarding formats

Initial onboarding

For a small team.

Duration: 45–60 min
Participants: project owner + 2–3 key people.
Focus: overview and first steps.

Onboarding by area

Specific sessions.

For CX, Growth, Operations, or Finance.
Focus: day-to-day usage.

Reonboarding

For new teams.

For leadership changes, mergers, or relaunches.

Step by step to schedule

1. Go to the Help Center

From the “I need to talk to someone” card, click Schedule onboarding.

2. Choose and Schedule

Choose the session type (Initial, CX, Leadership, Reonboarding).
Select a date and time on the calendar.

3. Provide participants and context

Name, email, and area of each participant.
Context (required): How many people will use it? Which systems do you use today? What are the main pain points?

4. Confirmation

You will receive an email with the meeting link (Zoom/Meet) and the agenda summary.

How to prepare for onboarding

1
Set clear goals
E.g.: “Within 30 days we want a CX command center running every week”.
2
Bring real examples
Tickets, reports, spreadsheets you use today.
3
Align expectations internally
Explain to the team that this is not advanced technical training, but an initial alignment.

Suggested agenda

Customer context (10 min)

Goals, current scenario, and systems.

Centriu overview (15–20 min)

Command center concept and modules.

Guided demo (15–20 min)

Dashboards and main flows.

Plan for the next 7–30 days (10–15 min)

Integrations, rituals, and owners.

Post-onboarding checklist

7–30 day rollout plan defined.
Internal owner for Centriu defined.
Main systems to be integrated mapped out.
Second session (if needed) already arranged.

If any item remains open, schedule a new focused onboarding or open a ticket requesting additional support.

Schedule onboarding