Onboarding

The first time you open your workspace, HERALD runs a five-step onboarding wizard. It takes a few minutes, and by the end HERALD has enough context about your business, goals, and voice to start drafting on day one.

You can skip any step and come back to it later from Settings 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 brand and 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.

Step 3: Goals.
Tell HERALD what you want from your content: build thought leadership, drive traffic, attract talent, grow pipeline, or something else. HERALD uses your goals to shape its content strategy suggestion and prioritise topic angles that move the needle for you.

Step 4: Your voice (optional).
Paste 2 to 5 of your own posts. HERALD studies them and rewrites your Brand Voice Guide skill so that drafts sound like you from the very first attempt. This is the fastest way to close the gap between “AI-written” and “sounds like me.” You can skip this and use the one-click Teach HERALD your voice flow any time from Skills or Settings.

Step 5: Knowledge upload (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 gets to work in the background:

• Researches your company online. The results split into four reports on the Research page: Company; Product Portfolio and Business Units; Industry and Market; and Audience and Channels.
• Pauses to confirm key facts with you before baking them into the Knowledge Hub, so any corrections flow back into the research reports.
• 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.

Resume banner

If the background research finishes but you closed the tab before answering HERALD's setup questions, a persistent “Finish setting up your workspace” banner appears at the top of your dashboard. Click Review and reply to pick up where you left off. The banner clears itself once your Knowledge Hub and Skills are built.