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Sign Up Flow

Sign Up Flow

Section titled “Sign Up Flow”

The complete signup process.

Step 1: Avatar Selection

Section titled “Step 1: Avatar Selection”

Pick your AI representative:

  • Browse available options
  • Preview each avatar
  • Select the one that fits your brand

Step 2: Framework

Section titled “Step 2: Framework”

Select your sales methodology:

  • MEDDIC
  • BANT
  • SPIN
  • Challenger
  • Custom

Step 3: Authentication

Section titled “Step 3: Authentication”

Create your account using your work email (personal email addresses like Gmail, Yahoo, and Outlook are not accepted):

  • Google OAuth (recommended) - Sign in with your work Google account
  • Email + Password - Enter your work email and create a password (8+ characters)
  • Magic Link - Receive a secure sign-in link via email

What Happens After Signup

Section titled “What Happens After Signup”
  1. Your company domain is automatically added as a knowledge source
  2. BuzzTrail reads your website and generates your assistant’s configuration
  3. Your personal meeting link is created and ready to share
  4. You’re taken to your settings to complete any remaining configuration

If Your Website Can’t Be Read

Section titled “If Your Website Can’t Be Read”

If we can’t read your website — it’s temporarily unavailable, doesn’t share text we can pick up, or sits behind a sign-in — setup doesn’t stall. Your Personal Link page keeps you informed while it works, and if the read comes back empty it shows a short, plain-language note and offers three ways to finish, each giving you a working assistant and personal link straight away:

  • Add your details — describe your business in your own words.
  • Try a different page — give us another URL to read, such as your homepage or an About page.
  • Continue with a ready-to-go assistant — get your link immediately with a friendly assistant that keeps learning as you add more.

Your assistant then upgrades itself automatically if your site later becomes readable or you add knowledge — the details you entered are kept, and your personal meeting link stays the same. For the full walkthrough, see If We Can’t Read Your Website in the Onboarding Overview, and manage your sources anytime from the Knowledge tab.

Questions? Contact hello@buzztrail.ai for assistance.