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Help/Getting started/Complete onboarding (KYC) basics
Complete onboarding (KYC) basics
Updated 2026-04-09

Why onboarding exists

We use onboarding details to tailor templates and recommendations (industry, tone, budget range, time zone).

Step-by-step

  1. Go to Onboarding.
  2. Fill company name, role, country, time zone, budget range, and goals.
  3. Accept the terms and save.

Troubleshooting

  • If the form won't submit, refresh and try again.
  • If you're redirected back to onboarding, a required field is missing.
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