Autonoms AI
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How to Complete the Primary CTA and Onboarding Setup

How to Complete the Primary CTA and Onboarding Setup

1. Choose your primary call to action 0:00

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  • Select the main action you want prospects to take to close the deal.
  • Common options include:
  • Book a discovery call
  • Request a demo
  • Sign up for a free trial
  • Download a resource
  • Visit your website
  • Get a quote
  • Join a waitlist
  • Attend an event
  • Donate to a course
  • If your exact option is not listed, use Other when available.

2. Fill in your business and audience details 0:57

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  • Choose your industry, such as Agency.
  • Enter your company size or order size if prompted.
  • Add your target audience, for example:
  • C-suite
  • Executives
  • Marketing leaders
  • Growth leaders
  • VDRs
  • Set your geography, such as United States, or change it if needed.

3. Understand which fields are optional 1:26

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  • Most onboarding fields are optional.
  • You do not need to fill in every detail manually.
  • The system can infer a lot of the setup from your industry, landscape, and market context.
  • Because the platform is AI-driven, it can adapt based on what makes sense for your business.

4. Decide whether to run deep research 1:51

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  • Choose deep research if you want a more detailed setup.
  • Deep research takes about 5 minutes.
  • It gathers context such as:
  • At least 10 competitors
  • Competitor data and growth trajectory
  • Messaging patterns
  • Other in-depth market context
  • This is useful when you want the system to create a highly contextual first recommendation.

5. Use the research to improve the first recommendation 2:19

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  • The goal of collecting this information is to help the platform generate a strong first recommendation.
  • The more context it has, the better it can personalize the workspace and agent setup from day one.
  • This helps the agent start with enough background to do its job effectively.

6. Let the AI onboarding process run 2:37

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  • If you skip deep research, the setup usually takes only 1–2 minutes.
  • Once started, the platform runs the onboarding process automatically.
  • You can pause and wait while the system gathers the needed information.

7. Understand what the autonomous platform is doing in the background 3:02

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  • The platform uses AI agents to handle onboarding and recommendations.
  • An onboarding team is working to:
  • Collect answers
  • Figure out workspace setup
  • Apply personalization and context
  • You may see logs showing activity from AI team members, such as competitor analysis.
  • The system may also visit and scrape your website to gather additional information.

Link to Loom

Cautionary Notes

  • Do not overfill optional onboarding fields unless the information is accurate and useful.
  • Ensure the selected primary call to action matches the actual business objective; incorrect selection can reduce recommendation quality.
  • Deep research may take several minutes, so avoid interrupting the process before it completes.
  • If the website or competitor data appears incomplete, do not proceed with deployment until the issue is resolved.

Tips for Efficiency

  • Use the closest matching CTA option instead of searching for a perfect fit when time is limited.
  • Keep target audience and geography inputs concise and specific to improve AI output.
  • Run deep research only when you need richer context for a new or complex account.
  • Watch the logs during onboarding so you can catch issues early instead of reworking the setup later.

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