Customer onboarding checklist

This guide shows how to customer onboarding checklist in a reliable, repeatable way.

Who this is for

• Customer developer / platform engineer
• Security/compliance reviewer
• Data engineer / analytics owner
• SRE / on-call owner
• Product owner / stakeholder

What you will get

• A practical checklist you can use to run a pilot and move to production safely
• Links to the exact docs pages that answer “how do we do that?”

Checklist

1) Scope and ownership

• Agree on the first surface(s) and success metrics (CTR, conversion, revenue, retention).
• Confirm roles and responsibilities (RACI):
• Responsibilities (RACI): who owns what
• Pick a pilot plan and timeline:
• Pilot plan (2–6 weeks)

2) Security and privacy

• Confirm PII handling and retention expectations.
• Decide where exposure/outcome logs live and who can access them.
• Review the suite security overview:
• Security, privacy, and compliance (overview)

3) Integration (serving API)

• Run the local end-to-end tutorial once (proves the loop):
• local end-to-end (service → logging → eval)
• Implement request_id propagation and exposure/outcome logging:
• Exposure logging and attribution
• Integrate /v1/recommend into your product:
• How-to: integrate recsys-service into an application

4) Data and pipelines

• Decide DB-only vs artifact/manifest mode:
• Data modes: DB-only vs artifact/manifest
• If using pipelines, run the pipelines quickstart and confirm artifacts/manifest publishing:
• Run locally (filesystem mode)

5) Operations

• Deploy strategy agreed (Helm, manifests, secrets):
• Deploy with Helm (production-ish)
• Run the production readiness checklist:
• Production readiness checklist (RecSys suite)
• Ensure on-call has the runbooks bookmarked:
• Runbook: Service not ready
• Runbook: Empty recs
• Runbook: Stale manifest (artifact mode)

Read next

• Minimum pilot setup (one surface): How-to: minimum pilot setup (one surface)
• Security, privacy, compliance: Security, privacy, compliance
• Start evaluation: Start an evaluation