Onboarding
After signing up at merchant.firmly.ai, every new merchant walks through the same task sequence in the same order. The one variation is CDN whitelisting (Task 6): it’s conditional — Firmly determines whether it applies and, when it doesn’t, skips it automatically, so most merchants never see it. Otherwise most tasks are self-service forms or toggles; only CDN whitelisting involves any technical work.
The merchant submits the tasks they own; Firmly handles two of them on its side; KYB approval gates everything else.
The seven tasks
| # | Task | Who does it | What it is |
|---|---|---|---|
| 1 | Complete integration | Firmly | Firmly’s integration systems connect to the merchant’s commerce backend — automated; merchant has no “Start” button |
| 2 | Know Your Business (KYB) | Merchant | Company information, brand identity, terms and privacy — submitted for Firmly review |
| 3 | Configure product catalog | Merchant | Pick Entire Catalog (recommended) or a curated subset |
| 4 | Configure destinations | Merchant | Opt into specific destinations on Firmly’s network |
| 5 | Sign merchant agreement | Merchant | Review and sign the participation agreement |
| 6 | Complete CDN whitelisting | Merchant | Whitelist Firmly’s traffic at the merchant’s CDN/WAF (most merchants don’t need it) |
| 7 | Go-live approval | Firmly | Firmly reviews the merchant’s configuration and approves them to go live |
How the gating works
The wizard is linear by construction:
- KYB must be approved before any later step unlocks. Tasks 3–6 (catalog, destinations, agreement, CDN) all show as
Pending KYB approvaland are not clickable while KYB ispendingorrejected. This prevents a half-configured store from progressing while Firmly is still verifying who the merchant is. - Go-live additionally requires integration complete. Even after KYB approval, the go-live task stays blocked with
Pending integration completionuntil Firmly has finished the merchant integration. - Go-live itself is Firmly-approved. Submitting for go-live moves the task into
Awaiting approval; Firmly reviews the merchant’s configuration and either approves (the merchant is live) or rejects (the merchant sees rejection notes inline and can re-address them).
Sub-pages
Each merchant-actioned task has its own page below:
- Know Your Business (KYB) — company info + brand identity + KYB submission
- Catalog configuration — entire catalog vs subset
- Destinations configuration — opt into channels
- Agreement signing — review and sign
- CDN whitelisting — (most merchants don’t need it)
Related
- Firmly Connect overview
- Portal — what happens after go-live
- For Merchants quickstart — the merchant-facing journey doc