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Account Setup

Account Setup

Section titled “Account Setup”

Setting up your BuzzTrail account takes just a few minutes. This guide walks you through each step of the onboarding process.

Step 1: Choose Your Avatar

Section titled “Step 1: Choose Your Avatar”

First, select the AI avatar that will represent you in meetings.

What to consider:

  • Choose an avatar that matches your professional context
  • The avatar will appear on video during AI-conducted meetings
  • You can change your avatar selection later in Configuration

Browse the available avatars, click on one to preview, and select “Continue” when you’ve made your choice.

Step 2: Select Your Framework

Section titled “Step 2: Select Your Framework”

Next, choose the sales methodology your avatar will follow during conversations.

Available frameworks include:

  • MEDDIC - For enterprise sales with complex buying processes
  • BANT - Classic budget, authority, need, timeline qualification
  • SPIN - Situation, problem, implication, need-payoff questioning
  • Challenger - Teaching and tailoring approach
  • Custom - Define your own conversation structure

The framework guides how your AI avatar asks questions and qualifies prospects. Select the methodology that matches your sales process.

Step 3: Create Your Account

Section titled “Step 3: Create Your Account”

Sign up using your work email address. Personal email domains (Gmail, Yahoo, Outlook, etc.) are not accepted.

Sign Up Options

Section titled “Sign Up Options”
  • Google OAuth (Recommended) - Click “Continue with Google” to sign in with your work Google account. This is the fastest option and automatically connects your Google Calendar.
  • Email + Password - Enter your work email and create a password (minimum 8 characters).
  • Magic Link - Enter your email address to receive a secure sign-in link. No password required.

What Happens Next

Section titled “What Happens Next”

After completing setup:

  1. Automatic Knowledge Setup - Your company domain is automatically added as a knowledge source and crawled
  2. AI Prompt Generation - Once crawling completes, an AI prompt is auto-generated from your website content
  3. Personal Link Created - Your unique meeting link is ready to share
  4. Configuration - You’re directed to Configuration to add more knowledge sources, connect your calendar, and customize your experience

Password Reset

Section titled “Password Reset”

If you signed up with email and password and forget your password:

  1. Go to the sign-in page and click Forgot Password
  2. Enter your email address
  3. Check your inbox for a reset link
  4. Click the link and enter a new password (8+ characters)

Verification and Billing

Section titled “Verification and Billing”

New accounts start with a trial period. You’ll see your remaining credits on the dashboard.

To continue after the trial:

  1. Navigate to Configuration
  2. Select the Billing tab
  3. Add a payment method
  4. Choose your plan

Ready to run your first meeting? Continue to Your First Meeting.