ONBOARDING · FREQUENTLY ASKED QUESTIONS
How do I change the website scan suggestions?
Confirm or edit the business details suggested by the website scan.
The website scan can suggest a business type and sales method. These are suggestions, not locked results.
During onboarding:
- Choose the correct business type, or select Other and enter your own.
- Choose whether you close through online checkout or sales calls.
- Pick the bottleneck that best matches the business.
- Use Back if you need to change an earlier answer.
After onboarding is complete, a workspace owner or admin can use Settings → Workspace → Reset Workspace Onboarding to enter the business context again.
Onboarding does not create Niche Researcher reports, Offer Creator reports, email sequences, or CRM records. Create and edit those separately in their own tools.