Onboarding

The first time you open your workspace, HERALD runs a three-step onboarding. Two minutes, and HERALD has enough context about your business to start drafting on day one.

You can skip any step and come back to it later from Settings → Workspace or the Knowledge Hub.

Step 1: Meet HERALD.
A short intro to what HERALD does for you: research, writing, pipeline management, brand voice, performance tracking, and publishing. Hit Get Started to continue, or Maybe later to close the flow and come back to it from your workspace menu.

Step 2: Your company domain.
Enter the URL of your company website. HERALD uses this as the anchor for everything it learns about you. It reads your site, picks up your product, your positioning, and the industry context, and uses all of it as background when it writes. You can edit or replace the domain later in Settings → Workspace.

Step 3: Context files (optional).
Drop in any files you want HERALD to reference: brand guidelines, messaging docs, past content, customer stories, product one-pagers. Accepted formats are PDF, DOCX, TXT, MD, CSV, JSON, and XLSX, up to 10 MB per file. Click Skip if you'd rather add these later from the Knowledge Hub, or Finish and Analyze to complete onboarding and let HERALD get to work.

After you finish, HERALD does three things in the background:

• Researches your company online to understand your product, positioning, and industry context.
• Builds a starter set of Skills and Knowledge Hub items from what it learns and from the files you shared.
• Drafts a suggested content strategy for you to review and edit.

Then you land in your workspace, ready to go.