# Account & Basic Setup ### What this does This workflow guides you through account setup and initial onboarding. By completing this process, the platform will: * Understand your website, brand, and competitors * Tailor keyword and query recommendations based on your region and business profile * Run an initial AI visibility analysis * Enable tracking, collaboration, and multi-project management This ensures all insights and recommendations are aligned with your business context. *** ### How to use #### Step 1: Sign in * Enter your email address * Complete the login process *** #### Step 2: Enter your website information Provide the following details: * Website URL * Brand name * Competitors (optional but recommended) This helps the system understand your business and perform more accurate benchmarking. *** #### Step 3: Set your business profile Select: * Company size * Primary business region This allows the system to: * Recommend more relevant keywords and queries * Adjust analysis based on regional search behavior *** #### Step 4: Enter the Agent page After completing setup, you will be directed to the Agent page. *** #### Step 5: Run initial analysis The Agent will automatically: * Scan your website * Perform a quick assessment * Generate your initial AI visibility score *** #### Step 6: Follow the guided walkthrough During the analysis, an onboarding guide will walk you through the platform. You will learn: * What each feature does * How to use each module * How to navigate the product *** ### Account & Workspace Management #### Manage your team You can manage team members from the bottom-left corner. You can: * Invite team members * Share access to your workspace The number of members depends on your subscription plan. Once added, team members can access your workspace and use **Switch Project** to enter your paid environment. *** #### Switch between projects If you have multiple projects or workspaces: * Click **Switch Project** in the bottom-left corner * Select the project you want to access This allows you to manage shared workspaces efficiently. *** #### Track credit usage You can view your credit usage in the bottom-left corner. You will see: * Remaining credits * Credits consumed This helps you monitor and manage feature usage. *** #### Add and manage multiple websites Each account can manage multiple websites for continuous tracking and optimization. To add a new website: * Click the project selector in the top-left corner * Click **Add new project** * Enter the website and brand information *** #### Switch between websites To switch between websites: * Click the project selector in the top-left corner * Select the project you want to view *** ### Result After completing setup, you will: * Have your account fully configured * Receive an initial AI visibility assessment * Be able to manage multiple websites and projects * Collaborate with team members * Track usage and performance over time *** ### FAQ #### Why do I need to enter competitors? Competitor data helps the system benchmark your performance and generate more relevant insights. #### Can I update this information later? Yes, you can update your website, competitors, and business profile at any time. #### What is the initial AI visibility analysis? It is a quick scan of your website to evaluate how your brand appears across AI systems. #### How many team members can I add? The number of team members depends on your subscription plan. #### How do I switch between projects? Use **Switch Project** in the interface to move between different workspaces or websites. #### Can I manage multiple websites under one account? Yes, you can add and manage multiple websites and switch between them easily. #### What are credits used for? Credits are consumed when using certain features. You can track usage and remaining credits in the interface. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.workfx.ai/get-started/quickstart.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.