Step-by-Step Guide: Personalize Your Experience with Onboarding Wizard

<aside> <img src="/icons/info-alternate_purple.svg" alt="/icons/info-alternate_purple.svg" width="40px" /> Add a few writing samples or style notes during setup to help the tool match your tone and voice.

Tip: Take time to set up your details properly — this ensures the tool represents you and your brand authentically. Remember, the results are only as good as the input!

</aside>

Step 1: Open Click2.ai

  1. Click the Click2.ai icon in your browser toolbar.

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  1. Go to the Settings menu.

  2. Select Onboarding Wizard to begin.

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Step 2: Enter Your Details

  1. Fill in the following:

• Name: Enter your full name.

• Job Title: What’s your current role?

• Company Name: The organization you work for.

• Location: Where are you based?

• Short Bio: Write a brief introduction about yourself (200 characters or less).

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Step 3: Share Your Interests

  1. Select topics you’re interested in.

  2. Indicate any topics or areas you want to avoid.

Step 4: Choose a Workgroup