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twenty/packages/twenty-client-sdk
Raphaël Bosi 59672b71b8 Add a book-a-call onboarding step for qualified leads (#23521)
https://github.com/user-attachments/assets/76d5a14e-53bd-4195-963b-bf9bb265c8c1



Large-company signups either self-serve a small plan or drop off at the
paywall without sales ever seeing them. This adds an embedded Cal.com
booking step to onboarding, shown only to leads worth a call.

The step sits between Invite Team and the plan step: the lead has built
out a workspace by then, and sales gets a chance before checkout. It is
always skippable, and a successful booking advances automatically.

Qualification reuses the employee count from the People Data Labs
enrichment added in #23199. `ONBOARDING_BOOK_CALL_MIN_EMPLOYEE_COUNT`
sets the bar; leaving it unset means the step never appears.
`CALENDAR_BOOKING_PAGE_ID` must also be configured, so the step can
never strand someone on an empty embed.

Enrichment is no longer gated on `IS_ONBOARDING_AI_CHAT_ENABLED`, since
the book-a-call step is now a second consumer of it.
`PEOPLE_DATA_LABS_API_KEY` remains the instance-level switch.

The existing `/book-call` page is reused: it moves into the onboarding
shell and its footer switches between Skip (as a step) and the back link
(when reached from the plan page).


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2026-08-05 11:34:06 +00:00
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