For MJ · pick a direction
Two ways the rep + customer can build a setup together.
Both produce the same Excel for the onboarding team and write to the same data model. Only the input method changes. Click into each, walk the same scenario (Acme Restaurant), then pick.
We tested an AI-led chat option — friction with multi-line setups didn't justify the magic. Two directions remain.
Direction A
Canvas
Drag-and-connect visual flow, like Make
IncomingPhone menu
1Ring
2Forward
- ✓Drag nodes anywhere; drag handles to connect
- ✓Cmd + scroll to zoom · pinch on trackpad · minimap
- ✓Tidy-up button auto-arranges via ELK
⚠ Visual builder energy — best when the customer is comfortable with abstraction.
Open the demo
Direction B
Wizard
One question at a time, Apple-calm
2 of 7
How many phone lines?
12345
- ✓Big H1 questions, generous whitespace
- ✓Mobile-perfect by default
- ✓Concrete progress (1 of 7)
⚠ Long for complex setups (5 lines × menus = many screens).
Open the demo
Side-by-side
| Canvas | Wizard | |
|---|---|---|
| Layout | Two-pane: drag-and-connect canvas + narration | Single column, one question at a time |
| Best for | Tech-savvy customers, complex flows with branching | Traditional businesses, calm pace, mobile |
| Time to fill | ~3 min once you know the muscle | ~3 min, predictable from the first screen |
| Bird's-eye view | Always visible (the canvas itself) | Only on the review screen |
| Risk | Visual builder energy can intimidate | Long if customer has many lines |