Step 1: Welcome and AI introduction

Step 2: Preflight check to detect existing AvaTax configuration

Step 3: Company strategy selection

Step 4: Tax profile and nexus planner

Step 5: Item classification and Tax Code assignment

Step 6: Customer sync and ECMS certificate onboarding

Step 7: AI summary and onboarding completion report

Step 8: Finalization and activate monitoring

Scenario: Bulk item classification

Scenario: Proactive nexus recommendation

Scenario: Certificate expiration management