> ## Documentation Index
> Fetch the complete documentation index at: https://docs.marsmind.cc/llms.txt
> Use this file to discover all available pages before exploring further.

# New Customer Onboarding Setup

> When new friends are added, set whether to automatically accept, and configure welcome messages and information collection for new users to ensure smooth first interactions.

## Feature Introduction

This page is used to configure interaction logic when new users add AI as a friend, including:

1. **Whether to automatically accept friend requests**
2. **Welcome messages for new conversation users (supports text / files / images)**
3. **Lead qualification and information collection**

***

## Auto Accept Friend Requests

* When the switch is turned on, the system will automatically approve all new friend requests.
* When turned off, manual confirmation is required for adding.
* Recommendations:
  * For **broad customer expansion** → Turn on auto approval
  * For **precise control or small-scale pilot** → Keep turned off

***

## Welcome Messages for New Conversation Users

<Frame>
  <img src="https://mintcdn.com/marsmind-a4b034a0/3uTW3Y7bE8G_FZey/images/Screenshot2025-09-06at23.55.03.png?fit=max&auto=format&n=3uTW3Y7bE8G_FZey&q=85&s=fa819e86b60d9e5e03c7f1872a7ccb27" alt="Screenshot 2025-09-06 at 23.55.03.png" width="3248" height="2112" data-path="images/Screenshot2025-09-06at23.55.03.png" />
</Frame>

* The system supports configuring **up to 6 welcome messages**.
* Each welcome message can choose:
  * **Text**: Input up to 200 characters of greeting or explanation
  * **File**: Such as introduction documents, process materials
  * **Image**: Such as brand KV, operation guides

<Info>
  You can design welcome messages for different scenarios and send them in order:

  * General greeting (e.g., "Hello, thank you for adding, this is...")
  * Service commitment (e.g., "We promise to respond within 24h")
  * Business introduction (e.g., "AI can assist you with listing and after-sales related questions")
  * Material guidance (e.g., "For more information, please see attached documents/official website link")
</Info>

***

## Lead Qualification and Information Collection

<Frame>
  <img src="https://mintcdn.com/marsmind-a4b034a0/3uTW3Y7bE8G_FZey/images/Screenshot2025-09-06at23.55.07.png?fit=max&auto=format&n=3uTW3Y7bE8G_FZey&q=85&s=e2da3460fe2ec76d600545754ce7ecbe" alt="Screenshot 2025-09-06 at 23.55.07.png" width="3248" height="2112" data-path="images/Screenshot2025-09-06at23.55.07.png" />
</Frame>

When new users enter conversations, AI will automatically guide them to fill in key information according to configuration, helping enterprises quickly establish customer profiles.

* **Qualification Elements**: Fields that need to be collected, such as email, company name, customer name, GMV, etc.
* **Description**: Brief explanation of fields to help users understand.
* **Example**: Provide sample formats to avoid user input confusion.

<Tabs>
  <Tab title="Sample Configuration">
    | Qualification Element | Description                              | Example                             |
    | :-------------------- | :--------------------------------------- | :---------------------------------- |
    | Email                 | Common email for follow-up communication | `xxx@gmail.com`                     |
    | Company Name          | Enterprise or store abbreviation         | "StarTech" / "MarsMind"             |
    | GMV                   | Annual store revenue flow                | `$400K / ¥10M RMB`                  |
    | Main Category         | Main sales category direction            | "Home & Furniture" / "Pet Supplies" |
  </Tab>
</Tabs>

<Info>
  Recommendations

  * Flexibly set collection elements according to your business needs, avoiding too many or too few.
  * The system supports batch addition and saving for easy iterative optimization.
  * Collected information will be deposited into customer profiles, and AI assistants will later upgrade business analysis processing and notify you.
</Info>