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Onboarding happens in two parts. First the portal walks you through a short setup wizard — your goal, your brand, and your ICP personas. Then Emma picks up in chat for the deep-dive that the wizard can’t do on its own: founder voice, competitors, and reference material. Both parts matter. The wizard gives Emma enough to start; the chat deep-dive is what makes her output sound like you rather than like generic B2B marketing. If you skip onboarding, Emma still works — her output is just generic. You can relaunch the flow later from Settings → Profile → Emma Setup → Run setup again. See Settings → Profile.
Re-running onboarding is not purely additive. A broad brand re-setup regenerates your market strategy: your ICP personas and competitor list are replaced, including any edits you made by hand. Your business overview is preserved. If you’ve hand-tuned personas you want to keep, copy them out of Brand Hub → Market Strategy first. Single-field edits (“update my tagline”) leave market strategy untouched.

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Before you begin

Have these ready:
  • Your company website URL.
  • Your logo file.
  • Any existing brand documents: mission statement, pitch deck, customer interviews, case studies.
  • Two or three things you’ve actually published — LinkedIn posts, blog articles, founder interviews. Emma asks for these verbatim to calibrate your voice. Links alone are weaker than pasted text.

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Part 1 — Portal setup

1

Pick your goal

The first screen asks what you want to work on and offers three cards: Paid Ads (“Run Meta & Google ad campaigns”), Outreach (“Email sequences & LinkedIn messages”), and Show me what you can do. This is a required step, and it isn’t cosmetic — the rest of onboarding branches on your answer. Pick Outreach and Emma routes you through ICP persona selection for outreach; pick Paid Ads and she routes you through an ICP build aimed at campaign targeting. Show me what you can do is not a separate path — picking it runs the Paid Ads flow.Choose the one you actually want to work on first. You can change focus later, but the initial path is shaped by this answer.
2

Give Emma your brand

Enter your website URL or company name. Emma scrapes your site and builds a brand profile from it: tagline, messaging, tone, personality, values, and typography.This step is skippable, but skipping it is the single biggest cause of generic output later.
3

Connect a data source (optional)

Connect a CRM or data source if you have one. You can skip this and add it later from Settings → Connected Accounts.
4

Review your ICP personas

Emma generates a set of ICP personas and shows them as cards on the Review your target personas screen. Read them properly — this is the highest-leverage minute in onboarding, because personas feed ad targeting, outreach copy, and content angles downstream.You can edit any card inline, or click Regenerate this one to rebuild a single persona without touching the others. Regeneration takes roughly 20 seconds per persona; the card spins while the rest of the list stays on screen.
5

Connect an outbound channel (optional)

Connect an email or social channel for Emma to publish and send through. Also skippable — and also available later from Settings → Connected Accounts.
An onboarding checklist appears as a small launcher in the bottom-right corner of the portal. Expand it to see what’s still outstanding, or dismiss it. If you joined an existing organization rather than signing up individually, you won’t see it — your workspace is already set up.

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Part 2 — The brand deep-dive with Emma

Open Agent Mode and tell Emma what you’re working on. If you don’t already have a brand profile, she starts the deep-dive. If you do, she skips it — so if you want to re-run it deliberately, say so.
1

Confirm your business and website

Emma asks for your business name, finds your site, and asks you to confirm she has the right one.
2

Work through the brand deep-dive

Emma proposes messaging, tagline, typography, tone, personality, and values, then works through your ICPs — typically three to five, each with two or three personas. She also handles your logo and brand colors here, not at the end: upload the logo when she asks and she extracts your palette from it.Correct her as you go. Everything in this step is a proposal until you confirm it.
3

Confirm before she writes

Emma will not write anything to your workspace until you explicitly approve. When you confirm, she writes your brand guidelines and market strategy in one pass.
4

Set up your founder profile

Emma asks for your founder name and LinkedIn profile, then drafts a founder write-up.
5

Give Emma voice examples

This is the step people skip and later regret. Emma asks you to paste two or three real posts you’ve written. She derives your voice from the actual text, so pasted examples beat a described tone every time. If your published writing doesn’t sound like you want Emma to sound, paste what you want her to imitate instead.
6

Confirm competitors

Emma proposes a competitor list. Add or remove, then confirm.
7

Add reference material to the Knowledge Base

Emma will point you to the Knowledge Base, but she doesn’t populate it — you do. Upload whatever you have:
  • Mission statement
  • Brand guidelines or style guide
  • Customer success stories or testimonials
  • Founder interviews
  • High-performing LinkedIn or X posts
  • Industry reports
  • Case studies
The Knowledge Base is what Emma draws from when she writes. Empty Knowledge Base, generic content.

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What gets created

Onboarding does not create work plans, schedules, lead lists, or campaigns. Those come after, once Emma knows what you’re trying to do.

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If your goal is paid ads

Most new accounts pick paid ads, so this catches a lot of people:
  • Google Ads cannot be connected during onboarding. Connect it afterward from Settings → Connected Accounts. Google Ads access is also gated to the Pro plan. See Google Ads.
  • Meta and LinkedIn ad accounts are connected from the same place.
  • Emma can build a full campaign brief before any ad account is connected — she just can’t launch or report on spend until one is.
Finish onboarding first, then connect. Don’t stall the brand setup waiting on ad account access.

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After onboarding

  • For DWY or DFY clients, fill in the intake form your account manager sends. It captures context Emma needs for managed work.
  • Email support@agentweb.pro to join the shared Slack group, where Emma and the AgentWeb founder team are both available.
  • If AgentWeb will publish to your social accounts, grant admin access to your LinkedIn page and Facebook page. Emma can’t publish or track performance without it.
  • If you want personalized outbound email, upload a lead list to CRM. See CRM.

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Troubleshooting

Paste the full URL including https://. If your site is behind a login wall or is heavily JS-rendered, Emma may not be able to scrape it. Paste your key brand info — tagline, voice, ICP — directly into the chat and ask her to save it.
Brand generation scrapes your site and runs several models, so it isn’t instant. If it sits with no progress for several minutes, refresh the page — the build continues server-side and the screen will pick up its current state. If it’s still stuck after a refresh, ask Emma in Agent Mode to rebuild the brand profile, or contact support.
Single-persona regeneration takes about 20 seconds. Only the card being rebuilt shows a spinner; the rest of the list stays put. If you edited the card first, your edit stays visible until the regenerated version replaces it.
Paste two or three real examples of your writing into the chat and ask Emma to update the voice description from them — this works better than describing the tone you want. You can also edit the voice field directly in Brand Hub → Brand Guidelines, and the founder voice under Brand Hub → Brand Guidelines → Founder profile.
Tell Emma which competitors to add or remove, or edit the list directly in Brand Hub → Market Strategy → Competitors. Note that a broad brand re-setup will regenerate this list.
Open Brand Hub → Brand Guidelines and edit the hex codes directly. Emma uses these everywhere — image generation, landing pages, ad creative — so it’s worth a minute. If Emma can’t read your logo file at all, re-upload it as a PNG or JPG.
No. Signing up with a work email that matches an existing AgentWeb organization does not create a pending account or a limited one. Registration completes on the spot: your account is created on the Free tier, you’re signed in immediately, and you go into normal onboarding with your own workspace. There is nothing to wait for.Separately, if an organization has turned on domain auto-join for your email domain, AgentWeb records a join request on that organization and emails its owner an approve/reject link. This is a side effect on the organization, not a hold on your account. If no organization has domain auto-join enabled for your domain, no request is created and nobody is notified.If an owner does approve, your account is added to their organization as a member and shares that organization’s plan. If nobody approves, you keep your own separate workspace. To stay separate regardless, sign up with a different address.

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Next steps

Last modified on August 10, 2026