Onboarding Overview

Getting started with your BuzzTrail account.

Onboarding Flow

Signup takes just three quick steps:

Choose your avatar
Choose your sales framework
Create your account with a work email

After completing these steps, you land in Configuration, where you can manage your knowledge sources, integrations, billing, embed, and personal link.

Finishing Setup

From there, the Agent Setup Checklist guides you through the rest. It’s a 5-step checklist — create your agent, connect integrations, add knowledge, set up billing, and add your agent to your website — that tracks your progress and points you to your next step. It appears as a pill in the left sidebar and as a widget on your Dashboard, and disappears once all five steps are done.

See the Agent Setup Checklist for a full walkthrough of each step.

For more guidance tailored to your situation, see:

Quickstart Checklist - Step-by-step actions, no explanations
Setup by Role - How different roles approach setup differently
Setup FAQ - Why each step matters

Work Email Requirement

BuzzTrail requires a work email address to sign up. Personal email domains (Gmail, Yahoo, Outlook, AOL, etc.) are not accepted. This ensures your AI avatar is associated with your company and enables automatic knowledge setup (see below).

Automatic Setup

Once you sign up, BuzzTrail automatically handles several setup tasks behind the scenes:

Domain detection - Your email domain is extracted and used to identify your company website
Knowledge crawling - Your company website is added as a knowledge source and crawled for content (product pages, about pages, FAQs, etc.)
AI prompt generation - Once crawling completes, an AI prompt is auto-generated from your website content, giving your avatar product knowledge
Personal link creation - Your unique meeting URL is created and ready to share
Follow-up email configuration - Post-meeting follow-up emails are configured with your company context

Most users have a working AI avatar within minutes of completing signup. The crawling and prompt generation happen in the background — you can start adding more knowledge sources or configuring your personal link while it processes.

If We Can’t Read Your Website

Sometimes we can’t read the details from your website — it may be temporarily unavailable, may not share text we can pick up, or may sit behind a sign-in. This never leaves you stuck. Instead of waiting forever, your Personal Link page shows a short, plain-language note explaining what happened and offers three ways to finish setup — each one gives you a working assistant and a personal meeting link right away:

Add your details — tell us about your business in your own words. A paragraph is plenty; we build your assistant from what you write.
Try a different page — point us at another page that describes your business, such as your homepage or an About page, and we’ll read that instead.
Continue with a ready-to-go assistant — the fastest option. You get your personal link immediately with a friendly assistant that’s upfront it’s still learning your business, and it fills in the specifics as you add more.

Your Assistant Upgrades Itself

Whichever path you take, your assistant keeps improving on its own. If your website later becomes readable, or you add more knowledge, your assistant automatically refreshes to reflect the richer information — you don’t have to redo anything. Additions are kept: details you typed in aren’t thrown away when your site is read later; the two are combined. And your personal meeting link never changes — the same URL you shared keeps working throughout.

You can add or change knowledge anytime from the Knowledge tab, and your assistant updates itself shortly after.

Time Required

Most users complete onboarding in:

5-10 minutes total
Can pause and resume

Questions? Contact hello@buzztrail.ai for assistance.