ONBOARDING · FREQUENTLY ASKED QUESTIONS
Can I run onboarding again?
What to do if you want to rerun onboarding from scratch.
Yes, if you are a workspace owner or admin:
- Open Settings.
- Select Workspace.
- Choose Reset Workspace Onboarding.
- Confirm the reset. The platform opens a new Onboarding session.
Resetting removes the workspace's saved onboarding answers and business context, then marks onboarding incomplete. Existing campaigns, CRM records, and tool-specific reports are not recreated or replaced.
If you cannot see the reset control, ask a workspace owner or admin. A white-label partner may also be configured to skip onboarding entirely; in that case the flow will not reopen until the partner setting changes.