The onboarding walkthrough
A five-step setup that turns your business into AI buyers ready to practice against.
Onboarding exists to answer one question: what does this rep sell, and who says no to it? Everything you enter here feeds your AI buyers, your call scoring and your coach.
The five steps
- Welcome. Your name and whether you're a rep or a manager.
- Your business. Give it your website and SalesCoach scans it to pull your company details automatically, or you can type them in yourself.
- Confirm. Review what got pulled (or entered), and edit anything that's wrong before it becomes the source of truth for your AI buyers.
- Products and objections. What you sell, and the real reasons buyers hesitate. Add as many as you want, your AI buyers will push back with exactly these.
- Meet your AI buyers. A cast generated from everything above, tailored to your business and ready to call.
Finishing step five marks your account as onboarded and sends you to the Overview dashboard.
You can change all of this later
Nothing here is locked in. Company details, products and objections all live under Context and can be edited any time, changes apply immediately to new roleplay, scoring and coach answers, no rebuild or resync needed.
If you close the tab
Bare /onboarding always resumes at whichever step is still missing data, based on what's already saved, so you never restart from scratch on a new session.