Discovery and Setup 4 min read

What Is Discovery?

Understand the onboarding workflow that teaches the AI about your business.

Overview

Discovery is the structured setup flow that gives the AI business context before campaigns are generated.

What It Captures

  • Business profile
  • Target audience
  • Competitors
  • Content goals
  • AI analysis summary

Outcome

The information feeds into business agents, prompts, campaign strategy, and content generation.

Screenshot Walkthrough

The Discovery wizard showing the multi-step onboarding flow.
Discovery walks through business profile, audience, goals, and AI analysis before campaign generation begins.

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Step 1: Setting Up Your Business Profile

Define your business, industry, and products or services.

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Step 2: Defining Your Audience and Competitors

Describe who you serve and who you compete with so the AI can position your content clearly.

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Step 3: Setting Content Goals

Tell the platform what outcomes matter so campaigns align with your growth goals.

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Step 1: Setting Up Your Business Profile