Complete the Guided Setup

Onboarding is the guided setup for your account and workspace. It scans your website if you have one, asks a few questions about how your business sells, and saves your progress to your account as you go.

What Happens During Onboarding

When onboarding starts, you:

1. Enter your website, or choose I don't have one yet.
2. Review the website scan if you entered a site.
3. Add your full name and workspace name, with optional profile and workspace images.
4. Confirm your business type.
5. Choose how you close sales: online checkout or sales calls.
6. Pick the main bottleneck you want to solve.
7. Review the suggested execution plan.
8. Select the supported plan and finish workspace activation.

Website Scan or Skip

Enter a valid website address and continue. The scan looks for:

• Business type
• An offer summary, when one is available
• Products and sales channels
• Possible constraints

The scan may preselect a business type and sales method. You still confirm or change both answers before continuing.

If you do not have a website, choose I don't have one yet. You will enter the business details yourself. If a scan fails, choose Try again or Continue without website.

Your Workspace and Business Details

Onboarding asks for:

• Your full name
• Your workspace name
• Optional profile and workspace images
• Your business type: Ecommerce, Infoproduct, Agency, SaaS, or another type you enter
• Your sales method: online checkout or sales calls
• Your primary sales bottleneck

Your sales method changes only the bottleneck options shown on the next screen. It does not send you through separate new-business or existing-business onboarding paths.

Plan and Workspace Activation

Onboarding currently supports Pro with monthly billing. Starter, Ultra, and annual billing are not available from this flow.

After you choose Pro monthly:

1. A new account flow creates and activates your workspace.
2. The subscription screen checks that the workspace has the required plan access.
3. The platform provisions the workspace's sandbox setup.
4. Your confirmed business context is saved and onboarding is marked complete.
5. You are sent to your workspace Dashboard.

Provisioning can take longer than the one-minute questionnaire. Keep the page open while it finishes. If the page is refreshed, the platform can resume the final setup from its saved checkpoint.

What Onboarding Saves and Creates

Onboarding saves:

• Your progress in a server-side onboarding session
• Your website scan or no-website choice
• Your confirmed business type, sales method, and bottleneck
• Your workspace name and profile details
• Your final business context in the workspace

For a new account, it also creates the workspace and starts its sandbox provisioning.

Pick Up Where You Left Off

• Answers and the highest completed screen are saved to your current onboarding session after each step.
• If you close the browser, sign in again. An incomplete onboarding session is redirected back to onboarding.
• You can use Back or the completed-stage navigation to change earlier answers.
• Changing the website clears later completion state so the new site can be scanned and confirmed.

Reset Onboarding

Workspace owners and admins can reset a completed workspace:

1. Open Settings.
2. Select Workspace.
3. Choose Reset Workspace Onboarding and confirm.

Resetting clears the saved onboarding session and workspace business context, marks onboarding incomplete, and starts a fresh onboarding session. It does not create or replace campaigns, CRM records, or tool-specific reports.