Can I go back and change my answers?
How to edit your onboarding answers during and after the process.
During onboarding: Use Back or select a completed stage in the progress navigation. You can edit scanned suggestions before confirming them.
If you change the website, onboarding scans the new address and asks you to confirm the dependent business answers again. If you switch between online checkout and sales calls, the next screen shows the matching bottleneck choices.
Your changes are saved to the server when you continue to the next screen.
After onboarding is complete: A workspace owner or admin can open Settings → Workspace and choose Reset Workspace Onboarding. Resetting clears the saved onboarding business context and starts a fresh onboarding session; it does not edit existing campaigns, CRM records, or tool-specific reports.