Onboarding is the first moment we learn your story. Every field feeds into your brand voice, strategic positioning, and how we reference goals across content generations.
Step 1: Personal Information
We ask for your full name to personalise notifications, emails, and any mention of an author. The field is required, limited to 100 characters, and validated to prevent unusual characters so you can trust there are no formatting surprises.
Step 2: Business Basics
In this step you provide the foundation for the AI. The business name is required (max 100 characters) and keeps published content consistent across channels. Optional fields let you share your industry, website, and a short description, each with their own character caps and helper text so you can be accurate without typing forever.
Step 3: Strategic Information
This step is your “brand brain”. The platform uses these answers to keep the AI specific, credible, and consistent across blogs, socials, and presentations. Everything is optional — but the more detail you provide, the less generic your outputs will be.
- Your positioning – a one-liner that explains what you do and why you’re different (helps the AI avoid generic messaging).
- Ideal customers – who you sell to (role + company type), where they are, and what stage they are at (keeps examples and tone relevant).
- The #1 pain you solve – written in your customer’s words (creates stronger hooks and empathy).
- Brand pillars – 3–5 short “always true” principles (anchors voice and decision-making).
- Proof points – measurable results, credentials, or experiences we can reference (adds credibility without inventing claims).
- Compliance + hard constraints – words/claims to avoid, required disclaimers, and any channel rules (prevents risky copy).
- Success metrics – the outcomes you want content to drive (helps align CTAs and framing).
- Brand voice + writing style – how it should sound and how it should be structured (consistency across all outputs).
- Brand guidelines + example writing – vocabulary rules and samples/links (helps the AI match your tone).
- Competitors – optional (helps avoid “competitor-like” generic phrasing; we won’t name-drop).
Progress & navigation
The top progress bar tracks your place in the three-step flow while the breadcrumb labels (“Personal”, “Business”, “Strategy”) highlight what comes next. “Continue” and “Back” buttons appear contextually, and validation runs before you may advance so every required field is complete. On the final step the button switches to “Complete Setup” and shows a spinner during submission.
💡 Why this matters
Completing onboarding trains the AI on your identity and safeguards your account. Even optional inputs improve relevance, so revisit this flow if your business changes.